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>Google seemingly losing the narrative war I think we’re seeing here.

Google doesn't care about the narrative war. They care about getting sued by the EU.

They can put out a similar model whenever they want. The just don't want to, because the thing about AI research (vs., say, social media) is there's no first mover advantage. The best model wins and there's no network effect to bolster incumbents.




> The just don't want to, because the thing about AI research (vs., say, social media) is there's no first mover advantage.

That’s true and I am not worried for Google in the slightest. However, once a tool is good enough, both the branding and use of it becomes somewhat sticky. It’s why people still call any tablet an iPad, and it’s one of the reasons even if a large search engine launched tomorrow people would keep using google for a long time. The problem isn’t being first, it’s if they crack changing consumer habits while google is biding their time.




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