The Core

Why We Are Here => Hardware & Technology => Topic started by: rcjordan on December 03, 2025, 02:16:45 AM

Title: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 03, 2025, 02:16:45 AM

https://www.theverge.com/news/836212/openai-code-red-chatgpt
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: ergophobe on December 03, 2025, 02:43:34 AM
Interesting. Just today I was thinking that the AI summaries in Google seem to have taken a significant leap in the month that I've been on the road and mostly off the internet.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 03, 2025, 05:39:48 PM
>AI summaries in Google seem to have taken a significant leap

Agree and I was using G quite a bit during that time. One day I noticed that the AI summary teaser was offering well-formed exiftool scripts and a more> button. The more section was good at explaining the how-this-works.  That's when I switched to trying G first for script snippets. I've only had to go to 1min.ai once.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 03, 2025, 05:44:52 PM
<+>

>last month

Note the article's date.

Google AI Overviews now have 2 billion users every month.

Gemini 3: Introducing the latest Gemini AI model from Google
https://blog.google/products/gemini/gemini-3/
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: ergophobe on December 03, 2025, 10:09:40 PM
>> article's date

Yup, saw that. I really don't think that article could have been written three months ago.

I removed Gemini from the 1min.ai multi-chat because it was generally useless.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: ergophobe on December 03, 2025, 10:52:29 PM
Good article with a couple great charts on this topic from an investor perspective.

As one chart shows, we've gone from "Google is fucked" to "Google is winning" in a short time.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: ergophobe on December 07, 2025, 01:05:45 AM
Been hearing a lot of chatter about this lately.

One interesting note: Gemini 3 is the first leading model to be trained without any Nvidia chips - 100% Google's own tensor units

Also, after this huge leap forward by Google, Anthropic did the same...

QuoteMeanwhile, the Wall Street Journal reports, "OpenAI is also facing pressure from Anthropic, which is becoming popular among business customers."

Google ratcheted up the pressure on OpenAI two weeks ago with the release of Gemini 3 models, which set new records on a number of benchmarks. The next week, Anthropic released Claude Opus 4.5, which achieved even higher scores on some of the same benchmarks.

One of the things that keeps coming up is that Google uniquely owns the full stack.

- obviously they have data centers
- they have the engineering chops - one of the lead engineers in the Gemini 3 project has been with Google since 1999
- they produce TPUs

And Anthropic just signed a deal to buy 1 million TPUs.

https://www.understandingai.org/p/google-and-anthropic-approach-llms
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 07, 2025, 01:58:28 AM
> Google uniquely owns the full stack.

Reach. It has the reach at the consumer level that no one -with the possible exceptions of MS & Meta- can even get close.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: Adam C on December 08, 2025, 03:22:33 PM
https://fortune.com/2025/12/07/openai-stock-market-risk-sam-altman-alphabet-google-gemini/
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 08, 2025, 04:17:16 PM
Good one, Adam.

"The maker of ChatGPT is no longer seen as being on the cutting edge of AI technology and is facing questions about its lack of profitability and the need to grow rapidly to pay for its massive spending commitments. Meanwhile, Google's parent is emerging as a deep-pocketed competitor with tentacles in every part of the AI trade."
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 08, 2025, 05:25:07 PM
<+>

"Microsoft has a problem: nobody wants to buy or use its shoddy AI products — as Google's AI growth begins to outpace Copilot products"

Microsoft has a problem: nobody wants its poor AI products | Windows Central
https://www.windowscentral.com/artificial-intelligence/microsoft-has-a-problem-nobody-wants-to-buy-or-use-its-shoddy-ai
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: ergophobe on December 08, 2025, 08:29:05 PM
Bill Gates could go toe-to-toe with Steve Jobs and win, but without Gates, Microsoft has not been able to go toe-to-toe with Apple or Zoom or Google or anyone else.

iPad > Surface
Zoom > Skype
Google > Bing
AWS > Azure

So it's no surprise
Gemini > Copilot

Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: Brad on December 09, 2025, 07:51:41 AM
I'm shocked, shocked I say, that the people that gave us Clippy cannot give us a usable AI.

Also, what ergo said.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 10, 2025, 01:33:31 AM
hhh
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: littleman on December 10, 2025, 05:13:24 PM
That image is brutal.

I have to admit it is kind of odd that MS can't seem to do anything right.

I haven't seen any phantom facts from Open AI on a while from my queries and I think the quality is also up quite a bit since version 3.  This should be an interesting horse race, though I agree that Google seems to have all the advantages in the long run.

I also wonder how much money Musk is going to sink into Grok before pulling the plug.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: ergophobe on December 10, 2025, 09:26:56 PM
> phantom facts from Open AI

I was going to mention this in another thread. According to someone I was listening to (I can't remember who, but someone who makes a job of studying these things) ChatGPT 5 is a router and if you are on a free or cheap plan you get routed to cheaper models for many prompts or part of the response to the prompt and you don't get the "thinking" phase. Typically, if you're getting a full bio of your made-up Civil War hero ancestor, that's not coming from one of the latest models, even if you are on 5.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 10, 2025, 09:39:05 PM
> if you're getting a full bio of your made-up Civil War hero ancestor, that's not coming from one of the latest models

I suspect that was G-serp Gemini before the lst upgrade.   Nope, it was Deepseek.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 13, 2025, 03:06:16 AM
Companies Are Finally Paying for AI, and Paying Big - Business Insider

https://www.businessinsider.com/companies-finally-paying-ai-cio-survey-2025-12
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: littleman on December 14, 2025, 06:09:52 AM
I wish the had some real budget numbers in there.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 15, 2025, 02:10:51 AM
Microsoft Scales Back AI Goals Because Almost Nobody Is Using Copilot

https://www.extremetech.com/computing/microsoft-scales-back-ai-goals-because-almost-nobody-is-using-copilot
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: ergophobe on December 15, 2025, 08:12:41 PM
What are the chances that having really good AI accelerates the arrival of quantum computing?

Microsoft is in a race with Google and some others on the quantum computing front. So what are the chances that the entity that wins the AI race also wins the quantum computing race?
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 16, 2025, 01:47:34 AM
ummm, FF on W11 updated. W11 updated (soon-ish after FF, IIRC).

I use the context menu heavily for nav and launching scripts & apps.  Yesterday, as I was hovering over an outbound link in an article, FF asked if I wanted an AI preview "All Done Locally."  I ok'd it and it downloaded an LLM and FF proceeded to show a pretty detailed pop-up of the link's landing page.  Gotta admit it was a nice feature.

Apparently, the onboard LLM is Gemini.  On some pages or sometimes just snippets of plain text Gemini asks if it should do some relevant whatever.  On full pages you can activate a left-hand column for Gemini.  Again, this can be plenty useful.

This how G's reach is going to dominate the others.  ...and this is FF. Imagine what'll happen on Chrome.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 16, 2025, 01:50:58 AM
<+>
> I use the context menu heavily for nav and launching scripts & apps.

I forgot to mention that AI is now available from the context menu, too.  G's covered the bases.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: Rupert on December 16, 2025, 07:12:57 AM
Is that part of the paid service for you or the freebie available to everyone?
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 16, 2025, 12:56:34 PM
>paid

No, I think it is being rolled out to everyone.  I did not install any new apps or extensions --just updates.

>updates

I did happen to look at the "What's New" features of last week's Win11 update ...something I rarely do but thought it would be AI-heavy. It was, but Copilot on Edge, mostly. I closed Edge immediately after the update opened it and did not activate any of the features.

Debbie says G & FF must have coordinated this.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 16, 2025, 10:33:40 PM
true-ish

Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 16, 2025, 11:24:35 PM
re my FF AI added features

Maybe I'm early release?

Mozilla announces an AI 'window' for Firefox | The Verge
https://www.theverge.com/news/820196/mozilla-firefox-ai-window-browser
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: Travoli on December 17, 2025, 08:57:39 PM
Interesting. I don't have the AI window in FF yet
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on December 17, 2025, 10:00:15 PM
I rec'd an email from G yesterday  (note that I'm 100% on FF and did not enter my email address when I checked out the first AI link from the context menu to preview a click-through. AND it used my email address form my personal domain --not my gmail address).

Subj: You're now using Gemini on web
Get the most out of Gemini on web
Welcome to Gemini, an AI assistant from Google that can help you supercharge your creativity and productivity. With the Gemini web app, you can get help writing, creating, learning, and more at gemini.google.com. Learn more about what you can do with Gemini on the web.
How Gemini handles data and works with other services
Gemini activity and your choices
Your chats, what you share with Gemini (like files, videos, screens, and photos),
audio, transcripts, and recordings of your Gemini Live interactions, your feedback,
info from websites you visit with Gemini, product usage, and location info are
saved in Gemini Apps Activity (if your Keep Activity setting is on). This data is
reviewed by trained service providers and used to improve Google services
(including Gemini models and other generative AI models). It's also used to
personalize your experience, depending on your settings and region. When
Google uses your activity to improve its services, it gets help from human reviewers.
To protect your privacy, chats are disconnected from your account before being
sent to service providers for review. You can turn off Keep Activity anytime.
Be sure not to include info you wouldn't want reviewed or used.
Gemini works with other services
Gemini can respond with real-time info from other tools, apps, and services like Google Maps and YouTube. You can also choose to connect services like Google Workspace and YouTube Music. If Gemini finds a connected app that can help, it will send information from your conversation and other relevant information to that connected app to help it generate a better response. You can manage your apps in your settings. Learn more.
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: ergophobe on December 28, 2025, 03:04:39 AM
Quote from: rcjordan on December 16, 2025, 11:24:35 PMre my FF AI added features

After Outcry, Firefox Promises "Kill Switch" That Turns Off All AI Features
https://futurism.com/artificial-intelligence/outcry-firefox-promises-kill-switch-ai-features
Title: Re: OpenAI declares ‘code red’ as Google catches up in AI race
Post by: rcjordan on January 09, 2026, 04:58:00 PM
"OpenAI's recent "code red" over Gemini makes a lot of sense when you look at the data."

In December, Gemini traffic increased by 28.4% month-over-month, while ChatGPT traffic decreased by 5.6%, the data shows.

The ChatGPT Vs. Gemini Chart That Should Worry OpenAI - Business Insider
https://www.businessinsider.com/openai-chatgpt-vs-gemini-web-traffic-chart-2026-1