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by j_timberlake 308 days ago
My 2 cents: ChatGPT -> Gemini 1 was their 15-month lead. The moment ChatGPT threatened Google's future Search revenue (which never actually took a hit afaik), Google reacted by merging Deepmind and Google Brain and kicked off the Gemini program (that's why they named it Gemini).

Basically, OpenAI poked a sleeping bear, then lost all their lead, and are now at risk of being mauled by the bear. My money would be on the bear, except I think the Pentagon is an even bigger sleeping bear, so that's where I would bet money (literally) if I could.

2 comments

Seems like OpenAI is playing it smart and slow. Slowly entrenching themselves into the US government.

https://www.cnbc.com/2025/08/06/openai-is-giving-chatgpt-to-...

That's probably their best bet, though the other AI companies are shaking hands too:

https://www.gsa.gov/about-us/newsroom/news-releases/gsa-prop...

Announced exactly 1 day before the $1 thing, to make everything extra muddled.

https://www.gsa.gov/about-us/newsroom/news-releases/gsa-anno...

Huh. That's interesting. I always thought it was Gemini because it's somewhat useful on one hand, and absolute shit on the other.