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woah • yesterday at 9:33 PM • 2 replies • view on HN

> Google, Microsoft, or Amazon are more likely to be the AI leaders than OpenAI or Anthropic.

If not now, then when will these companies be AI leaders?

Even Google, with its staggering advantages in cash, compute, real estate, training data, and having basically invented the field only manages to briefly claim a 1-2 week lead once or twice a year.


Replies

koe123 • yesterday at 9:37 PM

The financials for Anthropic and OpenAI are likely borderline suicidal, google and co are publicly traded. Moreover, all innovations downstream to them dont they? Why not just stay slightly behind, especially given many have stake in those other companies?

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xnx • yesterday at 11:01 PM

Better to stay in the game and keep pace with the startups until they've burned up all their VC money and employees cash out after IPO.