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Sam Altman declared a CODE RED at OpenAI because they are falling behind the competition. Here's my breakdown. My take: GOOGLE has been in the messy internet data game for a long time. What is search? Search is UX, first and foremost. Search cares about salience, recall, relevance. OpenAI,... show more

David Shapiro (L/0)

54,528 subscribers

78,938 次观看 • 6 个月前 •via X (Twitter)

新闻政治科学技术

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Google has a moat, and that's their data. Because they essentially control internet search, they can answer questions much more accurately. Google search is "more grounded in providing accurate information."

Google has a moat, and that's their data. Because they essentially control internet search, they can answer questions much more accurately. Google search is "more grounded in providing accurate information."

Chubby♨️

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Sam Altman on competition with Google: ▫️a huge threat ▫️if they had taken OpenAI seriously in 2023, could have “smashed” the startup ▫️Google has “probably the greatest business model” in tech and hesitant to give it up ▫️this is opportunity for OpenAI, since it is redesigning the computing experience from scratch while Google is “bolting AI onto the existing way of doing things” ▫️he believes Google’s approach of “bolting AI” is a weakness “even though they have this huge distribution advantage.”

Sam Altman on competition with Google: ▫️a huge threat ▫️if they had taken OpenAI seriously in 2023, could have “smashed” the startup ▫️Google has “probably the greatest business model” in tech and hesitant to give it up ▫️this is opportunity for OpenAI, since it is redesigning the computing experience from scratch while Google is “bolting AI onto the existing way of doing things” ▫️he believes Google’s approach of “bolting AI” is a weakness “even though they have this huge distribution advantage.”

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Gemini Deep Research is still insane, searching over 1,680+ websites is no joke! The major difference between Google and OpenAI is that Google mostly summarize, while OpenAI seems to make much detailed report. But how long will it take Google to fix that?

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In a Stanford talk posted today, Eric Schmidt says the reason why Google is losing to OpenAI and other startups is because Google only has people coming in 1 day per week 👀

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The CEO of Google admits that Google search provides more accurate information that the company’s AI. He acknowledges that Google search is "more grounded in providing accurate information."

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I CHANGED MY MIND ON GOOGLE AI NO MOAT MEMO FROM 2023. I was—WRONG. I humbly apologize. In 2023 Google had an Ivory Tower walled garden views of open source AI. It was the actual reason OpenAI was formed. And I called them out on it and this act impacted my ability to “work in the industry”. Would not change it for the world because: 2026 Google open source Gemma 4 ( running fully locally on a computer with near cloud model abilities, is amazing and Google just made a moat. They out smarted OpenAI and the folks that are the new Ivory Tower arrogance: Anthropic. We at The Zero-Human Company with CEO Mr. Grok are deploying Gemma, Kimi, MiniMax and other open source models and so are millions of others. You can to and should. I will write how soon. Google smartly is building an intentional open source ecosystem and the clueless younger companies like OpenAI and Anthropic are doing anything to close their ecosystems. So I was right about Google than and I am right about OpenAI and Anthropic now. What I was wrong about is not giving credit to Google to drop the intellectual arrogance and embrace builders and understand the long game: it is not about the commoditized AI models it is about the ability to build a place to build. China gets it. So my apologies to Google and thank you for an astounding FREE OPEN SOURCE AI MODEL!

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