Of any company, Google has the largest moat:
1) Google AI datacenters built around TPUs are much more efficient than anything Nvidia based
2) Google has the crawl infrastructure and experience to continually get the freshest data
3) Google has lots of paid and voluntary training data from users
Most importantly, Google has the userbase to rule all userbases. I’d argue that for over 90% of people online, Google is their gateway to information. Whether it’s search, Chrome, or Android.
Not to mention countless other popular apps that Google has. YouTube anyone?
They’re also the most well positioned company to profit from cheap AI, their ads network is a behemoth.
So yeah, add that up with the compute, the data, and the talent, and it’s pretty clear that Google is not a force to dismiss.
If anything I think DeepSeek is great news for Google.
I already have. Never thought I would, but Google search results are literally unusable for me.
Not to mention, LLMs are way better at synthesizing multiple sources into coherent response. I end up asking and LLM then searching only as secondary research.
> Google search results are literally unusable for me
Totally on the same boat. Information is just much harder to find and friction becomes higher. I'd rather deal with the occasional hallucination than with the utterly enshittified SERP experience.
That's only a problem if you presume that Google cannot figure out a way to monetize being the second brain that you offload a lot of cognitive tasks to. Hey google I'm hungry, ok how does Pizza sound? Great, make it so. OK, sending an order to pizza-company-that-paid-Google.
They stand to tap into something far more powerful than advertising if they can position themselves as your agent.
Because they didn't start the enshittification of Gemini chat results yet, where you have to wade through paid ads spam, similar to hearing politicians talk.
That's the real advantage of the open deepseek weights. They cannot enshittify this, you can run it locally. Just with an old snapshot
