OpenAI declares ‘code red’ as Google catches up in AI race

Started by rcjordan, December 03, 2025, 02:16:45 AM

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rcjordan


ergophobe

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.

rcjordan

>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.

rcjordan

<+>

>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/

ergophobe

>> 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.

ergophobe

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.

ergophobe

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

rcjordan

> 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.


rcjordan

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."

rcjordan

<+>

"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

ergophobe

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


Brad

I'm shocked, shocked I say, that the people that gave us Clippy cannot give us a usable AI.

Also, what ergo said.

rcjordan


littleman

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.