> Google's Bard got an answer wrong during an ad, which everyone noticed. Now the narrative is 'Google is rushing to catch up to Bing and making mistakes!
I think Brereton is missing the wider narrative. Microsoft has been executing very very well for the last few years. Azure has been on a tear, they've demonstrated great foresight with their first investment in OpenAI many years ago (which is now paying dividends), and they've made strong acquisitions. They've captured the AI lightning in a bottle. Google, has left people wondering if it can execute well. It's had a lot of flops, and a lot of project cancellations. When they announced LaMDA, they let the hype fizzle to nothing. The most we got out of that is some memeable material about a guy who wanted to get legal representation for their language model.
People have been positing about ChatGPT for search as soon as it was released. They (Google) have had months to announce _anything_, but waited until the last minute. When they finally had a chance to steal Microsoft's thunder, they flubbed something as simple as an ad. Now people are _really_ wondering if Google can execute anymore. Even I'm starting to wonder. Google is definitely rushing to catch up to Microsoft in a few areas now, and their stock reflects that reality now.
I think Brereton is missing the wider narrative. Microsoft has been executing very very well for the last few years. Azure has been on a tear, they've demonstrated great foresight with their first investment in OpenAI many years ago (which is now paying dividends), and they've made strong acquisitions. They've captured the AI lightning in a bottle. Google, has left people wondering if it can execute well. It's had a lot of flops, and a lot of project cancellations. When they announced LaMDA, they let the hype fizzle to nothing. The most we got out of that is some memeable material about a guy who wanted to get legal representation for their language model.
People have been positing about ChatGPT for search as soon as it was released. They (Google) have had months to announce _anything_, but waited until the last minute. When they finally had a chance to steal Microsoft's thunder, they flubbed something as simple as an ad. Now people are _really_ wondering if Google can execute anymore. Even I'm starting to wonder. Google is definitely rushing to catch up to Microsoft in a few areas now, and their stock reflects that reality now.