[Spooky23]

Google is focused on enterprises. They’re like Apple where PR disasters hurt them — if your Google phone tells you to eat rocks or writes fanfic porn, that’s a huge deal. Consumer is a risk to them.

ChatGPT and Grok are edgier and they are just burning cash - any attention is good.

I wouldn’t underestimate them. Microsoft’s shitshow with Azure (they have like 9 different Azures) makes delivery difficult (some Azure clouds delayed AI tech for 6-9 months) when they are relying on constrained product from Nvidia. They also have some level of exposure to the OpenAI circus and its included Musk v. Sam Altman drama.

Google has a much better supply chain and return on asset story, which is a big deal if you’re selling shovels.

[thorncorona]

I wouldn't underestimate Microsoft either. They are much more successful at enterprise than Google or ChatGPT, and are one of few companies to compete successfully in almost every tech vertical.

[Spooky23]

Agreed. But Microsoft is IBM. They are slow, and they have to herd a lot of cats with their enterprise customers, internal sacred cows, and partners.

3-4 years they’ll have the killer app for Office, then they rocket ship.