"Google's Gemini has been steadily stealing buzz and AI traffic share over the last few months from OpenAI. And if there was any moat to be had in LLMs, it would seem like it would belong to the company with the biggest treasure chest of personal data on users. That almost indisputably would be Google, thanks to Android, YouTube, Search history, Maps, and Gmail."
"Perhaps that's why Sam Altman is setting his sights on winning what could be an even higher-stakes AI battle: creating the future mass AI consumer device. Altman feels that in the long term, his greatest foe will be Apple (No. 4), not Google, Meta (No. 22), or Amazon (No. 2). He recruited iPhone designer Jony Ive to OpenAI this May, and Ive has said the company's secret device could be ready in the next two years."
Google's Gemini has gained momentum and market share, and Google holds vast personal user data across Android, YouTube, Search, Maps, and Gmail that could create a major LLM advantage. Google also benefits from top AI talent including Demis Hassabis and Sergey Brin's leadership. Sam Altman is prioritizing development of a mass-market AI consumer device, recruiting Jony Ive and targeting integration of an LLM with hardware and OS. Altman highlights mobile limitations, favors audio-first interaction, and envisions devices with built-in LLMs. Apple currently generates strong cash flow and engineering capacity but faces potential disruption from such devices.
Read at Fortune
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