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Google is winning on every AI front

(www.thealgorithmicbridge.com)
993 points vinhnx | 4 comments | 12 Apr 25 03:58 UTC | HN request time: 0.01s | source
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DisjointedHunt ◴[12 Apr 25 10:00 UTC] No.43662998[source]▶
Not on cars, not in robotics, not in commercially deployed AI, not in enterprise investments in their cloud business.

They've got immense potential, sure. But to say that they're winning is a bit far from reality. Right now, their Cloud AI offerings to the enterprise are technologically superior to anything else out there from AWS, but guess what? AWS seems to have significantly more %age sales growth in this space with their larger base compared to GCP with their smaller market share.

The same can be said across turn based chat and physical AI. OpenAI continues to be the growth leader in the consumer space and a collection of Claude + self hosted + Gemini now in the enterprise / API space.

They need to be measuring themselves on moving the needle in adoption now. I'd hate for such amazing progress to stall out in a niche.

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Philpax ◴[12 Apr 25 11:23 UTC] No.43663450[source]▶
I would say they're winning with Waymo: I took a fully autonomous taxi ride in the backseat in SF, and it just worked. No other company can currently do that, despite their promises and hype.
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1. DisjointedHunt ◴[12 Apr 25 13:05 UTC] No.43664036[source]▶
Each Waymo is > $140,000 of customized hardware and is limited to specific cities. Autonomy in commercial vehicles is arguably led by Tesla on coverage, miles driven, ready hardware, cost per mile etc. They’re going to start pushing tests on their consumer fleet, converting them to optionally commercial taxi rides soon with the fleet owner model versus the central provider model. This is scheduled for June in Austin and confirmed to be on schedule.

You can also take fully autonomous bus rides in China right now, even there, for, early reviews, the latest Tesla Autopilot blows everything else out of the water.

I’m not trying to push Tesla alone, but I’m trying to highlight the gap in adoption goals. What is Waymos ambition this year? How much can they ramp their fleet at $140k per unit versus Teslas consumer fleet and upcoming low cost robotaxi with the mass manufacturing improvements further lowering cost per unit?

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2. Philpax ◴[12 Apr 25 13:33 UTC] No.43664231[source]▶
As with everything related to Tesla FSD/Autopilot, I'll believe it when I see it. They have not earned the benefit of the doubt. Waymo works as a robotaxi today, Tesla doesn't.

I'll grant you Chinese developments; I'm not across what's happening there, but I wouldn't be surprised if it was on par, yes.

My bet is that they can reduce the cost of their working solution more reliably and safely than Tesla can get their solution working at scale.

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3. DisjointedHunt ◴[12 Apr 25 13:40 UTC] No.43664286[source]▶
So have you sat in a Tesla with the latest hardware or . . .

I don't understand this attitude in the technology industry. If you want to hold such a strong opinion on something, at least take the initiative to research what you're talking about.

Teslas __today__ are at or better than Waymo at autonomy. They are launching tests in June. There are popular accounts who have experienced this alpha at the "We, Robot" autonomy event earlier last year and follow on interviews with Lars and Franz, (Head of Vehicle Engineering and Head of Design)

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4. fldskfjdslkfj ◴[13 Apr 25 02:35 UTC] No.43669590{3}[source]▶
You really cannot understand why people are skeptical of FSD and Musk's promises?