> Whether Google has the stomach to put these models out publicly without neutering their creativity or their existing business model is a different discussion.
Google has a serious GPU (well, TPU) build out, and the fact that they're able to train moe models on it means there aren't any technical barriers preventing them from competing at the highest levels
Is there any meaningful valuation on OpenAI? It’s not for sale, there is no market.
Google … has no ability to commercialize anything. Their only commercial successes are ads and YouTube. Doing deceptive launches and flailing around with Gemini isn’t helping their product prospects. I wouldn’t take a bet between open ai and anyone, but I also wouldn’t take a bet on Google succeeding commercially on anything other than pervasive surveillance and adware.
> Is there any meaningful valuation on OpenAI? It’s not for sale, there is no market.
Its shares are already for sale on private markets for accredited investors and for a valuation of over $100BN lead by Thrive Capital.
> Google … has no ability to commercialize anything.
Absolute nonsense.
So Google Cloud, Android (Play Store) are not already commercialized? You well know that they are.
> Doing deceptive launches and flailing around with Gemini isn’t helping their product prospects.
Gemini already caught up to (and surpassed) GPT-4V. What is your point?
> I wouldn’t take a bet between open ai and anyone, but I also wouldn’t take a bet on Google succeeding commercially on anything other than pervasive surveillance and adware.
OpenAI's greatest competitor is Google DeepMind which has the advantage of Google's infrastructure to scale up their models quickly and they have direct access to Google's billions. OpenAI cannot afford to make mistakes or delay anything and a single mistake can cost them hundreds of millions of dollars. The majority of the investment from Microsoft is in Azure credits and not in dollars. [0]
