[SanderNL]

This is the only thing they can do. They don’t produce anything. They buy. Their AI is a joke and all they earn money on is ads. MS is beating them on the AI front, hard, and they have multiple interesting avenues like having an actual OS, basically all the world’s code and all the world’s business.

2B is too little too late as well. It’s almost embarrassing. MS dumped 10B into OpenAI. 2B is a lukewarm, visionless move.

[_cs2017_]

Why do you say that MS beating Google on AI? OpenAI is not part of MS (49% ownership is nice but it doesn't give MS control of the company). MS by itself doesn't own any of foundational models competitive with Google. MS has a solid AI research team, but it's not ahead of Google DeepMind. Microsoft Azure beats Google Cloud, but I don't think you count GPU rentals as AI?

If MS actually bought OpenAI, it would be a different story.

[visarga]

Looks like Google has better hardware for AI than anyone else, and they are the only company having both AI research and AI hardware. OpenAI+Microsoft and Anthropic+Amazon are much less integrated, working at arms length.

> Google will have multiple very large clusters across their infrastructure for training and by far the lowest cost per inference, but this won’t automatically grant them the keys to the kingdom. If the battle is just access to compute resources, Google would crush both OpenAI and Anthropic.

> Being “GPU-rich” alone does not mean the battle is over. Google will have multiple different clusters larger than their competitors, so they can afford to make mistakes with pretraining and trying more differing architectures. What OpenAI and Anthropic lack in compute, they have to make up in research efficiency, focus, and execution.

https://www.semianalysis.com/p/amazon-anthropic-poison-pill-...

[pzo]

> Looks like Google has better hardware for AI than anyone else, and they are the only company having both AI research and AI hardware

On top of that they have lots of training data: youtube, gmail, google docs, google drive, indexed www for google search, lots of data from those fancy cars driving around for google street project and probably still some data from google+

[buildbot]

AWS has trainwave, which is less off the ground that TPUs but does exist.

[edgyquant]

I don’t think 2B is too little. Anthropic already has a competitive LLM they lack a competitive dataset I think and need to scale. 2B can allow them to do this. I don’t know that Google wants Claude to be theirs they just don’t want Microsoft to own the generative AI market