It’s incredibly impressive to see a large company with over 30x as many employees (or 2x if you compare with GDM) than OAI step back into the AI race compared to where they were with Bard a few years ago.
Google has proved it doesn’t want to be the next IBM or Microsoft.
"the next IBM or Microsoft."
Actually Microsoft has also shown it doesn't want to be the next IBM. I think at this point Apple is the one where I have trouble seeing a long-term plan.
You should compare the number of top AI scientists each company has. I think those numbers are comparable (I’m guessing each has a couple of dozen). Also how attractive each company is to the best young researchers.
We're talking about code generation here but most people's interactions with LLMs are through text. On that metric Google has led OpenAI for over a year now. Even Grok in "thinking" mode leads OpenAI
https://lmarena.ai/leaderboard
Google also leads in image-to-video, text-to-video, search, and vision
Why are people so surprised? Attention Is All You Need was authored by Googlers. It’s not like they were blindsided.. OpenAI prouctionized it first but it didn’t make sense to count Google out given their AI history?