Three years ago Google looked hapless, scrambling to respond to ChatGPT, while Microsoft, thanks to their groundbreaking partnership with OpenAI, looked on top of the world. Now Google is pulling away in terms of market capitalization, which makes their decision to issue equity to Berkshire Hathaway a curious one.
Musk companies at their best don't win the game; they change the rules through scale, such that billionaires buy economy cars because they actually drive themselves (with supervision), and airlines transform the consumer experience on their own dime.
Multinationals have learned the painful lesson that when they put their factories in China, their technology will be appropriated by Chinese indigenous companies — often with the help of the Chinese government — and then later used to outcompete them in global markets.
But in reality, he's screwed the pooch compared to OpenAI, whose approach was, "Let's just sign these crazy fucking deals." OpenAI has got way more access to compute than Anthropic by the end of the year.
4mo ago
Underscored — save the words that stop you in your tracks.
