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by leoff 378 days ago
How can OpenAI, Anthropic, or any other AI player compete against this? Google can just slap their products to everybody in Android, Google Chrome, Google Search, which creates an unfair advantage.
7 comments

Apple and Microsoft will do the same. The OS war became the browser war becomes the AI assistant war. I suspect there's enough complexity in AI use cases that there will be independent winners for things like coding assist, enterprise agents, etc.

Fun to watch.

> How can OpenAI, Anthropic, or any other AI player compete against this?

This is what Perplexity is already doing with their own browser. But it tells you that a website is not enough.

OpenAI or Anthropic either need to go and build their own browser or even buy an existing one.

Does anyone have an "Idea" who it could be? [0]

[0] https://news.ycombinator.com/item?id=42213288

I don't know - for a trillion dollar company, Google is remarkably inept at just about everything that isn't advertising.

They had multiple messaging technologies and never could figure out how to embed one into Chrome to take over messaging (a la iMessage). Google Home has somehow been getting worse with every passing year. I have no doubt they will totally fuck this up and just end up boosting Chrome's already insidious tendency to chew up every spare CPU cycle.

What's unfair about that? Google is definitely a monopoly, but as long as other models can eventually enjoy similar integrations, through extensions or otherwise, I don't see how it's unfair for Google to add their model to their browser and search page, especially when their chief business model of search (OK, we know it's really just ads, but still) is currently being directly threatened by other model and search providers.
Yea i dont think googles distribution has any real threat other than the enterprise monopoly equivalent.

And googles path to evolved ad revenue is clear in Veo3. Effective ads will be personalized videos - Google owns the infrastructure and data to make this real, others do not.

>as long as other models can eventually enjoy similar integrations, through extensions

They can't, Gemini is being baked in the browser. Other players can't do this.

If this integration is like the Googles other ones then it will use much cheaper to run models for it. And not their Gemini ones.
by designing ai first products that can operate at far lower margins. Google has to extract hundreds of billions a year, perplexity, anthropic, openai all dont.

Idk what the future of the browser is but i know if i was in the lab at any of these companies i'd be laughing at the competition putting a out a product that was just a text summary in a window.

It's very simple. Make a new browser. Chrome was a new browser and they worked hard to get market share. AI-first browsers with completely new workflows are what's in order, and no one is going to just hand that to any company. You'll have to innovate. Chrome literally saved web development, so we're not going to sit around and act like it was a mega company just pushing something down people's throats.
for those who can, DO. for those who can't, SUE (or cry).

anyone can fork chromium, or work with firefox to do similar things, or even write a chrome extension. Google worked hard to make chrome better and leave the rest in the dust, please don't make it like Google is at fault.

The cruelty of reality is that those who are better than you are also working harder/smarter than you, but it's not their fault.