Open AI has a brand, it has talent, it has some really solid models, and it has the compute to serve inference at scale. They stand as good a chance of covering their inference costs as anyone else.
The compute for training is beginning to seem a poor investment since it is depreciating fast and isn't producing value in this case. That's a seriously big investment to make if it's not productive but since a lot of it actually belongs to Azure they could cut back here fast if they had to. I hope they won't because in the hands of good researchers there is still a real possibility that they'll use the compute to find some kind of technical innovation to give them a bigger edge.
To serve their models on Azure and into phones. Co-Pilot is a joke. At least Google have rolled Gemini into Docs, Sheets, Android Studio, Gmail among other things.
Which is harder, to build a working AI, or to build a phone client? If OpenAI can do the former, it won't matter that Google is better at doing the latter.
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Open AI has a brand, it has talent, it has some really solid models, and it has the compute to serve inference at scale. They stand as good a chance of covering their inference costs as anyone else.
The compute for training is beginning to seem a poor investment since it is depreciating fast and isn't producing value in this case. That's a seriously big investment to make if it's not productive but since a lot of it actually belongs to Azure they could cut back here fast if they had to. I hope they won't because in the hands of good researchers there is still a real possibility that they'll use the compute to find some kind of technical innovation to give them a bigger edge.
So does Google. And Google can roll out their premium models into phones, household devices, cars and online platforms to add value.
OpenAI has a website.
It's not even close.
OpenAI has a partnership with both Apple and Microsoft and I think this probably gives them enough access to be competitive with Google.
To serve their models on Azure and into phones. Co-Pilot is a joke. At least Google have rolled Gemini into Docs, Sheets, Android Studio, Gmail among other things.
Which is harder, to build a working AI, or to build a phone client? If OpenAI can do the former, it won't matter that Google is better at doing the latter.