[DannyBee]

Except Google invented transformers, which is what all the major LLMs use.

If Google was dead, this stuff would not exist right now

For Google, it has had no trouble developing the technology necessary to be a leader. While it sometimes does not take advantage of the result as well as others, the ability to invent that stuff is critical. It's much easier to become good at product management than good at inventing the future. You need to do both, but I'd bet on a company good at the latter being able to become good at the former well before I'd bet on a company good at product management that can't innovate anything.

For starters, the ones good at inventing the future have less competitors in the future they create. You have some time to try to build the right product. The ones good at products often are competing against hundreds of other companies with the same good idea

[scarface_74]

The purpose of a company is not to invent technology. It’s to invent products that can make a profit. Google is very bad at producing profitable products outside of adTech.