TLDR · BIG TECH & STARTUPS

HOW GOOGLE GOT ITS GROOVE BACK AND EDGED AHEAD OF OPENAI

links.tldrnewsletter.com13 min read

Summary from the TLDR newsletter

Google was behind in the AI race in August, but by September, its Gemini AI app had become the most downloaded app in Apple's App Store. The company launched its most powerful Gemini model yet two months later, leapfrogging over OpenAI to the front of the AI pack. Google's deep roots in science and research, willingness to invest in custom hardware, and leadership changes in recent years cleared the way for faster experimentation. The company's AI work has begun generating substantial revenue through search ads, paid versions of Gemini, and sales of new computer chips developed in-house.