<story><title>Google “We have no moat, and neither does OpenAI”</title><url>https://www.semianalysis.com/p/google-we-have-no-moat-and-neither</url></story><parent_chain><item><author>titzer</author><text>&amp;gt; It&amp;#x27;s going to be seamlessly integrated into every-day software.&lt;p&gt;I...kinda don&amp;#x27;t want this? UIs have already changed in so many different fits, starts, waves, and cycles. I used to have skills. But I have no skills now. Nothing works like it used to. Yeah they were tricky to use but I cannot imagine that a murky AI interface is going to be any easier to use, and certainly impossible to master.&lt;p&gt;Even if it &lt;i&gt;is&lt;/i&gt; easier to use, I am not sure I want that either. I don&amp;#x27;t know where the buttons are. I don&amp;#x27;t know what I can do and what I can&amp;#x27;t. And it won&amp;#x27;t stay the same, dodging my feckless attempts to commit to memory how it works and get better at it...?</text></item><item><author>dahwolf</author><text>The current paradigm is that AI is a destination. A product you go to and interact with.&lt;p&gt;That&amp;#x27;s not at all how the masses are going to interact with AI in the near future. It&amp;#x27;s going to be seamlessly integrated into every-day software. In Office&amp;#x2F;Google docs, at the operating system level (Android), in your graphics editor (Adobe), on major web platforms: search, image search, Youtube, the like.&lt;p&gt;Since Google and other Big Tech continue to control these billion-user platforms, they have AI reach, even if they are temporarily behind in capability. They&amp;#x27;ll also find a way to integrate this in a way where you don&amp;#x27;t have to directly pay for the capability, as it&amp;#x27;s paid in other ways: ads.&lt;p&gt;OpenAI faces the existential risk, not Google. They&amp;#x27;ll catch up and will have the reach&amp;#x2F;subsidy advantage.&lt;p&gt;And it doesn&amp;#x27;t end there. This so-called &amp;quot;competition&amp;quot; from open source is going to be free labor. Any winning idea ported into Google&amp;#x27;s products on short notice. Thanks open source!</text></item></parent_chain><comment><author>zztop44</author><text>I once volunteered with a older woman. She’d been a computer programmer in the 70s, using punch cards and, later, Pascal.&lt;p&gt;Then she had kids and stopped working for a while and the technology moved on without her. Now she’s like any other old person, doesn’t know how to use a computer and gets flustered when eg: trying to switch from the browser back to Word. Her kids and grandkids clown on her for being hopeless with computers.&lt;p&gt;I asked her what it was she found difficult about modern computers compared to what she worked with 50 years ago. She said it’s the multitasking. The computers she had worked with just did one thing at once.</text></comment>
<story><title>Google “We have no moat, and neither does OpenAI”</title><url>https://www.semianalysis.com/p/google-we-have-no-moat-and-neither</url></story><parent_chain><item><author>titzer</author><text>&amp;gt; It&amp;#x27;s going to be seamlessly integrated into every-day software.&lt;p&gt;I...kinda don&amp;#x27;t want this? UIs have already changed in so many different fits, starts, waves, and cycles. I used to have skills. But I have no skills now. Nothing works like it used to. Yeah they were tricky to use but I cannot imagine that a murky AI interface is going to be any easier to use, and certainly impossible to master.&lt;p&gt;Even if it &lt;i&gt;is&lt;/i&gt; easier to use, I am not sure I want that either. I don&amp;#x27;t know where the buttons are. I don&amp;#x27;t know what I can do and what I can&amp;#x27;t. And it won&amp;#x27;t stay the same, dodging my feckless attempts to commit to memory how it works and get better at it...?</text></item><item><author>dahwolf</author><text>The current paradigm is that AI is a destination. A product you go to and interact with.&lt;p&gt;That&amp;#x27;s not at all how the masses are going to interact with AI in the near future. It&amp;#x27;s going to be seamlessly integrated into every-day software. In Office&amp;#x2F;Google docs, at the operating system level (Android), in your graphics editor (Adobe), on major web platforms: search, image search, Youtube, the like.&lt;p&gt;Since Google and other Big Tech continue to control these billion-user platforms, they have AI reach, even if they are temporarily behind in capability. They&amp;#x27;ll also find a way to integrate this in a way where you don&amp;#x27;t have to directly pay for the capability, as it&amp;#x27;s paid in other ways: ads.&lt;p&gt;OpenAI faces the existential risk, not Google. They&amp;#x27;ll catch up and will have the reach&amp;#x2F;subsidy advantage.&lt;p&gt;And it doesn&amp;#x27;t end there. This so-called &amp;quot;competition&amp;quot; from open source is going to be free labor. Any winning idea ported into Google&amp;#x27;s products on short notice. Thanks open source!</text></item></parent_chain><comment><author>jjoonathan</author><text>It was a sad day when I realized I was systematically overinvesting in skills on churning technology and that my investments would never amortize. Suddenly my parents&amp;#x27; stubborn unwillingness to bother learning anything technological made complete sense and I had to adjust my own patience threshold sharply downwards.</text></comment>