Google Will Crush Microsoft and OpenAI in the AI Battle

Everyone thinks Microsoft + OpenAI will beat Google in the AI Battle.

I think Google will absolutely CRUSH them.

Here's my 6-part theory 👇 pic.twitter.com/ztx1mRY0kU

— Tibo (@tibo_maker) March 3, 2023

Disclaimer - I don't want Microsoft or OpenAI to fail. It would be fun if they win. We all love competition and Microsoft & Google are giving us a thrilling show. The outcome could be game-changing for our world!

This is just my opinion on the burning hot matter.

— Tibo (@tibo_maker) March 3, 2023

So a couple of days ago, Google launched Bard as competition to ChatGPT & made their move in the AI battle. pic.twitter.com/GEvEGnHJzN

— Tibo (@tibo_maker) March 3, 2023

Microsoft announced its ~$10B investment in OpenAI & now owns 49% of OpenAI.

They integrated ChatGPT with MS Teams to make it more "intelligent"

They even rolled out ChatGPT-enabled New Bing Search Engine.

— Tibo (@tibo_maker) March 3, 2023

Microsoft is now moving towards its decade-long dream to rule the search engine.

Satya Nadella recently said that Google is an '800 pound gorilla' but Microsoft will make it dance. pic.twitter.com/54brUM8B9e

— Tibo (@tibo_maker) March 3, 2023

This had put Google on its toes. Sundar Pichai issued "CODE RED". Now with Bard, they're striking back with full force.

I believe, Satya is correct but only 50%. Google is indeed an 800-pound gorilla, but it will kick Microsoft & OpenAI's butt.

Here's why 👇

— Tibo (@tibo_maker) March 3, 2023

1. Google has a monopoly on search

Google & Youtube are the 2 most popular search engines in the world with 91.9 percent of the market share, leaving Microsoft's Bing far behind.

Even Amazon & Facebook are ahead of Bing.

— Tibo (@tibo_maker) March 3, 2023

In fact, "Google" is the most searched query on Bing. 😂 pic.twitter.com/wjZCcD50Zm

— Tibo (@tibo_maker) March 3, 2023

So as soon as Google launches Bard for the general public, it will get mass adoption.

Although Bing has seen a 10x jump after its ChatGPT integration, it just cannot beat Google in the "number of users" race.

— Tibo (@tibo_maker) March 3, 2023

2. More users will bring more feedback for Bard, speeding up their improvement journey.

Remember: bad AI with more data beats good AI with fewer data.

— Tibo (@tibo_maker) March 3, 2023

The first release of Bard that Google has launched uses a 'lightweight' version of LaMDA.

It will require substantially less computational power, but it will help them collect more feedback on it.

— Tibo (@tibo_maker) March 3, 2023

And they already have a killer use case for it. Simplifying complex info into "easy-to-digest" formats. pic.twitter.com/PvgebFZO0E

— Tibo (@tibo_maker) March 3, 2023

3. Google has been in this AI race for over a decade.

It started in the early 2000s with its research division, Google Research.

— Tibo (@tibo_maker) March 3, 2023

Google is behind all major breakthroughs in the AI world. From beating a Top Player in a Game of Go to solving the protein folding problem, they've been killing it for years

Since 2011 they have been investing billions of dollars in other divisions like DeepMinds & Google Brain

— Tibo (@tibo_maker) March 3, 2023

Google Brain is the powerhouse of AI

It aims to replicate, the functioning of a normal human brain

Google products are using it for years

- Android's Speech Recognition
- Google Translate
- Search for Google Photos
- Smart Reply on Gmail
- Recommendation on YouTube pic.twitter.com/1WgaWQudcO

— Tibo (@tibo_maker) March 3, 2023

Deepmind on other hand is building general-purpose AI applications. It can

- diagnose eye diseases & breast cancer like world’s top doctors
- save 30% of the energy used to keep data centers cool
- improve the treatment of head & neck cancers

Imagine the capabilities Google has

— Tibo (@tibo_maker) March 3, 2023

4. Most important, the underlying architecture used by GPT is built by Google itself.

OpenAI used the deep learning model 'Transformer' to build GPT-3 (Generative Pre-trained Transformer 3) pic.twitter.com/MgQYwDdxHR

— Tibo (@tibo_maker) March 3, 2023

Understand it this way - there are a lot of cryptocurrencies like Bitcoin today, but they are all built over a distributed ledger called Blockchain.

OpenAI & ChatGPT might have hit a breakthrough, but they are built over the architectural model introduced to the world by Google.

— Tibo (@tibo_maker) March 3, 2023

5. Every data point on internet has been indexed by Google's PageRank algorithm

So Bard won't just give relevant & contextual responses, it'll be based on authoritative sources, unlike ChatGpt which received much flak for its faulty info, fake quotes & non-existing references

— Tibo (@tibo_maker) March 3, 2023

Google even has transcripts of all the YouTube videos. So it won't just train its model for text-based data, but also for video & audio-based data.

— Tibo (@tibo_maker) March 3, 2023

We know ChatGPT has been trained on all of the world's data ending in 2021, but Bard pulls information from the web & provides high-quality responses leveraging enormous, fresh, real-time data.

— Tibo (@tibo_maker) March 3, 2023

6. Google is at least 10 years ahead of ChatGPT in terms of providing "genuine" answers through its ChatBot.

Google Bard, built over the LaMDA model with 3 major metrics - Quality, Safety & Groundedness.

Hence its responses produced are conversational sensible & non-generic.

— Tibo (@tibo_maker) March 3, 2023

On the other hand, responses from Chat GPT are almost like robotic Q&A. We've all seen it producing shallow content.

It proves that LaMDA is trained on dialogues, whereas ChatGPT is trained on web texts.

Compare it yourself : pic.twitter.com/XmGDthGRvX

— Tibo (@tibo_maker) March 3, 2023

Since Google has been working for decades on it, why have they not launched products earlier?

1. They have a responsibility of catering to billions of users.

2. They benefit from the status quo. AI can eat search revenue even if they own this AI.

— Tibo (@tibo_maker) March 3, 2023

Plus it could have exposed their billions of users to potential harms such as -

- sharing of false info
- generation of fake photos
- mirroring hateful speech
- giving students the ability to cheat on tests (which has been the major charm of ChatGPT)

— Tibo (@tibo_maker) March 3, 2023

To diversify its AI portfolio, Google recently invested $400M in Anthropic.

Almost a similar deal that Microsoft did with OpenAI in 2019.

PS: Anthropic was founded by former leaders of OpenAI, including siblings Daniela and Dario Amodei pic.twitter.com/hxz5yvQjK3

— Tibo (@tibo_maker) March 3, 2023

In a recent interview, Sam Altman said, "the talks about a technology being the end of a giant company is usually wrong".

So even the CEO of OpenAI is confident in the competence of Google. Why aren't you? pic.twitter.com/3LF9G9Uixe

— Tibo (@tibo_maker) March 3, 2023

A year from now OpenAI may look like a first mover in generative AI, but its models may not look quite as novel and disruptive as they look now.

OpenAI won't change the power hierarchy.

— Tibo (@tibo_maker) March 3, 2023

Now having said all that, if I turn out wrong in the coming years; I'll wait for you all to smash me on this thread.

And if I am right about this, so here's an "I told you so" in advance 🤣

— Tibo (@tibo_maker) March 3, 2023