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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,...

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David Shapiro (L/0)

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78,938 просмотров • 6 месяцев назад •via X (Twitter)

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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."
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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.”
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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.”

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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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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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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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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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🔥 Google Gemini 2 can see and comment your screen and search on internet for additional information! This is sci-fi! WOW! 🤯
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🔥 Google Gemini 2 can see and comment your screen and search on internet for additional information! This is sci-fi! WOW! 🤯

Ivan Fioravanti ᯅ

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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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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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85,386 просмотров • 2 месяцев назад

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Sam Altman says Google could have crushed OpenAI in 2023 if it had taken the threat seriously, but it didn't Bolting AI onto search or messaging is worse than redesigning products for an AI-first world "the future is agentic systems and AI-native products, including consumer devices"

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Google is raising $80 billion. SpaceX is trying to raise $75 billion. Anthropic and OpenAI are trying to raise $100 billion. Is AI still a bubble or are we witnessing a major change in human civilisation the way things are going here?
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55,734 просмотров • 20 дней назад

David Friedberg: OpenAI’s rise is the best thing that ever happened to Google “No greater blessing has ever happened to Alphabet than OpenAI's rise.” “Not only did it create the foil for Google in the monopoly sense, but it also took the attention away from Google, focused it on OpenAI, and that attention fundamentally damaged OpenAI's strategic product capabilities because they had to start to be so much more careful about what they said and how they said it.” “And the opposite was happening at Google at the same time, which is Larry, Sergey and Sundar being given permission by the board to take risks, to go hard, to figure this out. And boom! It's amazing how the horse race has changed.” “The reason Google didn't lean into AI for years, even though they had the technology, is because they were nervous about cannibalization to search, they were nervous about the quality of the product, they didn't want to release things too early, and then they changed their posture.” “Which, by the way, I would argue is the opposite at OpenAI in the last couple months.” “I used to use advanced voice on ChatGPT all the time. I cannot stand it anymore. I do not use it.” “It has basically hedged away all of the value because it tries to be polite, it tries to make sure that it's giving you warnings all the time.” “It doesn't want to give you data because it's scared that it might give you the wrong data.” “OpenAI has been acting like an incumbent fearful of losing market share and fearful of getting attacked in the media and attacked by consumers for saying the wrong thing.” “And so they've taken this kind of defensive posture that I think has fundamentally damaged the product and the brand.”
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David Friedberg: OpenAI’s rise is the best thing that ever happened to Google “No greater blessing has ever happened to Alphabet than OpenAI's rise.” “Not only did it create the foil for Google in the monopoly sense, but it also took the attention away from Google, focused it on OpenAI, and that attention fundamentally damaged OpenAI's strategic product capabilities because they had to start to be so much more careful about what they said and how they said it.” “And the opposite was happening at Google at the same time, which is Larry, Sergey and Sundar being given permission by the board to take risks, to go hard, to figure this out. And boom! It's amazing how the horse race has changed.” “The reason Google didn't lean into AI for years, even though they had the technology, is because they were nervous about cannibalization to search, they were nervous about the quality of the product, they didn't want to release things too early, and then they changed their posture.” “Which, by the way, I would argue is the opposite at OpenAI in the last couple months.” “I used to use advanced voice on ChatGPT all the time. I cannot stand it anymore. I do not use it.” “It has basically hedged away all of the value because it tries to be polite, it tries to make sure that it's giving you warnings all the time.” “It doesn't want to give you data because it's scared that it might give you the wrong data.” “OpenAI has been acting like an incumbent fearful of losing market share and fearful of getting attacked in the media and attacked by consumers for saying the wrong thing.” “And so they've taken this kind of defensive posture that I think has fundamentally damaged the product and the brand.”

The All-In Podcast

108,007 просмотров • 6 месяцев назад

🚨🇺🇸 OPENAI DECLARES "CODE RED" AS GOOGLE AND ANTHROPIC EAT THEIR LUNCH Sam Altman has sent an internal memo telling OpenAI employees to drop everything and focus on fixing ChatGPT. Jason Calacanis from the All In Podcast: "A Code Red has been called by Sam Altman. He sent a memo on Monday, told employees to stop working on side quests, you know, like ads, et cetera, and focus on the core ChatGPT experience. Make it faster, make it better. And I think we all know why, because Gemini and Claude from Anthropic have been crushing it. ChatGPT 5, let's call it what it is, was a bit of a flop. It didn't perform to expectations. And Anthropic is beating OpenAI in enterprise revenue." For those of you unaware, Google released Gemini 3 last month, which surpassed ChatGPT in a range of benchmark tests and set a new record on "Humanity's Last Exam," a test designed to identify artificial superintelligence. Altman publicly called Gemini 3 a "great model." Privately, he told staff ChatGPT had fallen behind and they're "catching up fast." And then there's Grok. Elon Musk xAI started years behind everyone else and is already nipping at OpenAI's heels. OpenAI was supposed to be the unbeatable first mover. Now they're playing defense while the competition sprints ahead. The AI wars just got real. Source: The Information, Wall Street Journal, The All-In Podcast
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🚨🇺🇸 OPENAI DECLARES "CODE RED" AS GOOGLE AND ANTHROPIC EAT THEIR LUNCH Sam Altman has sent an internal memo telling OpenAI employees to drop everything and focus on fixing ChatGPT. Jason Calacanis from the All In Podcast: "A Code Red has been called by Sam Altman. He sent a memo on Monday, told employees to stop working on side quests, you know, like ads, et cetera, and focus on the core ChatGPT experience. Make it faster, make it better. And I think we all know why, because Gemini and Claude from Anthropic have been crushing it. ChatGPT 5, let's call it what it is, was a bit of a flop. It didn't perform to expectations. And Anthropic is beating OpenAI in enterprise revenue." For those of you unaware, Google released Gemini 3 last month, which surpassed ChatGPT in a range of benchmark tests and set a new record on "Humanity's Last Exam," a test designed to identify artificial superintelligence. Altman publicly called Gemini 3 a "great model." Privately, he told staff ChatGPT had fallen behind and they're "catching up fast." And then there's Grok. Elon Musk xAI started years behind everyone else and is already nipping at OpenAI's heels. OpenAI was supposed to be the unbeatable first mover. Now they're playing defense while the competition sprints ahead. The AI wars just got real. Source: The Information, Wall Street Journal, The All-In Podcast

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Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."
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Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

TBPN

164,015 просмотров • 5 месяцев назад

Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."
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Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

TBPN

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Marc Andreessen: “So what’s happening right now is openAI is growing up to become Google and Google is reinventing itself to be openAI.” its so over / we’re so back
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Marc Andreessen: “So what’s happening right now is openAI is growing up to become Google and Google is reinventing itself to be openAI.” its so over / we’re so back

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Local Search is the last remaining moat of Google Search. It’s going to take a while. But we’re improving!
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Local Search is the last remaining moat of Google Search. It’s going to take a while. But we’re improving!

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SEARCH ISN'T DEAD: WHY GOOGLE STILL MATTERS People are using chatbots more, but Google search remains essential. TikTok and YouTube’s rise didn’t kill search, queries keep growing. While chatbots offer personal answers, search’s role is still trusted and used more than ever. It’s not a zero-sum game; there’s room for both search and new tools to coexist. Search adapts and sticks around because it does what it does well. In a world of AI and tailored content, search’s future isn’t about extinction. With Sundar Pichai at the helm, it’s about evolution and relevance. Source: Business Insider

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