[chrncirurp]

> That doesn't sound like a one-trillion-dollar company is supposed to operate, does it?

It’s not a one trillion dollar company anymore.

Anthropic won enterprise and Gemini is taking ChatGPTs consumer subscriptions month over month.

Morale at OAI is all time low right now.

[sofixa]

> Anthropic won enterprise

Depends on the enterprise, Mistral are pretty big here in EMEA because they're more trustworthy and you can self-host. Self-hosting ensures you can control costs better, fine tune the models for your own funky whatever (e.g. Ericsson fine tuned models to understand and run in their their custom silicon) but most of all, that your data remains where it needs to be.

My bet is that this kind of enterprise deployment with customisation is where the real big money in AI is (and not coding assistants), but it will mostly be spent by the big banks, industrial giants and SAPs of the world, who will want control.

[perching_aix]

How different are the big boy Gemini models to the one you unconsensually get to interact with when using Google? Cause I have a really hard time imagining using that for anything willingly, even if it was outright free. It's dumb as a rock, and it's been that way for several years now.

[altmanaltman]

If you're talking about the web ai overview thing, then the difference is day and night. Frontier gemini models are on par imo what you get with OpenAI and Anthropic models for most general tasks.

[YVoyiatzis]

Let’s not discount DeepSeek in this space…workhorse, in many respects.