Sundar Pichai fumbled Google's AI head start and it'll be studied for decades
Imagine being Sundar Pichai now:
- you had the largest continually updated data set of any company to train AI on (the Google Index)
- you invented the underlying technology of LLMs like ChatGPT in 2017 called Transfomers
- you had complete search dominance: all you had to add was AI and you'd own the market
And yet:
- you managed to complete fumble your massive head start and was late to everything
- you made your APIs so hard to use nobody seriously integrated it into their apps and people instead went Anthropic and OpenAI
- you now see your search dominance quickly slipping away to Perplexity and yesterday's launched ChatGPT Search
This will be a business case studied in universities for decades
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