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jstummbillig • today at 1:30 PM • 4 replies • view on HN

It seems obvious that the AI stocks are an interesting buy, but I wonder how other people feel about picking between Anthropic/OpenAI/Google here. Looks all fairly random, given the wild swings and interoperability of the technology so far.


Replies

A_D_E_P_T • today at 1:39 PM

Despite horrific mismanagement, Google honestly seems like the best bet. Argon-4, which suffered from a botched launch and is weirdly underrated, is very close to Opus 5.5 across the board -- and for most "average person" use-cases (e.g. search, medical, creative work, interfacing with Google products,) I believe it's already superior. They also have more native capability, their own hardware stack, and there's less risk of a massive boom and bust.

At this point, I don't see how Anthropic can sustain their projections. There are so many good open models, Argon is so good, etc... There's no lock-in and no cost to switching...

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jazzypants • today at 1:35 PM

Google is the only one that can withstand a global financial crisis.

Starlevel004 • today at 1:59 PM

OpenAI have an incredibly inconvenient "one billion free users" shackle attached to their leg that they need to fix first.

Hamuko • today at 1:42 PM

Google is at least diversified. They have ads, corporate email, video streaming, cloud compute, phone operating system (that powers most of the world's phones), self-driving cars and a whole bunch of shit. So if the AI winter comes, at least they can focus on other stuff too.