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Business & incomeExperience excerpt · English

They've made this mistake before, with the cloud

… They've made this mistake before, with the cloud. Years ago, even before AWS existed at all, Borg and related tools were vastly superior to any publicly available cloud system. When I worked there we repeatedly asked management why that wasn't being turned into a business because it was so damn obvious that there was massive value in what had been built. The answer was always that Google could always make more money by keeping its tech private, because ads was such a great business model. That take ... didn't age well. They lost their chance to define what cloud meant and now GCP is lagging in third place. Unfortunately for Larry and Sergey I think the reason they aren't keeping up with OpenAI is actually not business model related, which is why they're going to have a hard time fixing it. They actually told us why they aren't releasing demos already and there's no reason not to take them at face value: they believe AI is literally dangerous and "unsafe" to release. It's been apparent for some time that there's some sort of weird internal purity spiral going on inside Google. …

Original discussionChatGPT killer: Google-owned, UK-born AI startup Deepmind is working on a rival173 source comments · at import
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BR

Google has been slow because they can’t figure out how to release this without destroying their business model. It’s very hard to be commercially successful with an innovation when it attacks the cash cow side of your business. It can be done, but it creates a lot of internal conflict and incentives to wait, to gimp the innovation, or to try to bolt it on to the cash cow to mitigate the damage. I have no doubt Google could be a leader in the LLM space. . . But are they willing to destroy their own moat and take a serious revenue hit to do so?

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MW

It's hard to look toward an optimistic future when, at least from some perspectives, the optimistic future that was predicted decades ago didn't arrive, and in some ways the proliferation of computing has made things worse. The techno-utopianism expressed in Steven Levy's _Hackers_, for instance, seems quaintly naive now. It's easier to be optimistic in some areas, though. In my own field of accessibility, the rise of personal computers and digital communication has obviously done a lot of good, and I only wish it would go faster (e.g. no more paper).

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FR

>"The PR threat seems overblown. OpenAI isn't suffering any obvious reputational problems from making models available to play with, because people understand that AIs and their creators aren't the same thing." Lol, no they don't. A week ago there was an article here about how chatGPT is woke.

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