Google is focused on enterprises. They’re like Apple where PR disasters hurt them — if your Google phone tells you to eat rocks or writes fanfic porn, that’s a huge deal. Consumer is a risk to them.
ChatGPT and Grok are edgier and they are just burning cash - any attention is good.
I wouldn’t underestimate them. Microsoft’s shitshow with Azure (they have like 9 different Azures) makes delivery difficult (some Azure clouds delayed AI tech for 6-9 months) when they are relying on constrained product from Nvidia. They also have some level of exposure to the OpenAI circus and its included Musk v. Sam Altman drama.
Google has a much better supply chain and return on asset story, which is a big deal if you’re selling shovels.
I wouldn't underestimate Microsoft either. They are much more successful at enterprise than Google or ChatGPT, and are one of few companies to compete successfully in almost every tech vertical.
ChatGPT and Grok are edgier and they are just burning cash - any attention is good.
I wouldn’t underestimate them. Microsoft’s shitshow with Azure (they have like 9 different Azures) makes delivery difficult (some Azure clouds delayed AI tech for 6-9 months) when they are relying on constrained product from Nvidia. They also have some level of exposure to the OpenAI circus and its included Musk v. Sam Altman drama.
Google has a much better supply chain and return on asset story, which is a big deal if you’re selling shovels.