Goliath vs. Goliath: The Rise of Generative AI
Artificial Intelligence3 MIN READ
Satya Narayana Nadella took over as Microsoft's CEO in 2014 when the company's market capitalization was approximately $311 billion. Under his leadership, Microsoft's market capitalization has grown significantly, reaching over $1.96 trillion as of 2023. Nadella is widely considered to be one of the best CEOs of Microsoft, having successfully shifted the company's focus towards cloud computing and AI.
Speaking of AI, ChatGPT is a state-of-the-art chatbot developed by OpenAI and launched in November 2022. The company is responsible for creating software like GPT-3 and DALL-E2. It has rapidly gained popularity for its advanced natural language processing capabilities and is being used by businesses and individuals for various purposes. Google CEO Sundar Pichai reportedly called a Code Red in response to the rising popularity of ChatGPT, which shows the potential impact of this technology in the near future. If you haven't heard of ChatGPT, it's likely because you've been off the grid.
Here is a quick infographic that sums up some earth-shattering stats:
Google recently introduced its AI-powered chatbot, Bard, and the launch did not go according to plan. One of the biggest and costliest mistakes happened when Google's new AI chatbot Bard made a factual error. Another goof up at a press conference in Paris further damaged the company's image. A presenter couldn't provide a demo due to a missing phone. These incidents have made Google employees particularly unhappy with the company's leadership, especially with CEO Pichai. Google employees are reportedly criticizing Google leadership, including CEO Sundar Pichai, for handling the Bard announcement, calling it "rushed, botched, and un-Googley."
A CNBC report provided details about internal communications in the company's internal forum, Memegen. Google employees are dissatisfied with the Bard launch. The employees discussed that the announcement was rushed and felt that the company's leadership, particularly Pichai, failed to handle the situation appropriately.
All that drama aside, let’s get down to the critical differences between the two goliaths. The main difference between ChatGPT and Bard is the data source. Bard will continually draw information from the internet to have the latest information. ChatGPT's sources end with 2021 data, so it is limited to newer research and information. By accessing the latest research, Bard will have more data to gather information in real time.
Bard uses its LaMDA for dialogue applications, while ChatGPT uses GPT 3.5. LaMDA was built on an open-source network to understand natural language. It's trained to find patterns in sentences and between words to create dialogue versus individual words.
Bard will create more chunks of information, while ChatGPT creates content in a single text prompt.
Amidst the noise created by ChatGPT, Microsoft CEO Satya Nadella made a bold move by launching new AI-powered updates to its Bing search engine and Edge browser. This update was seen as a direct challenge to Google's dominance in the search market. In an interview with The Verge, Nadella acknowledged Google's position as the "800-pound gorilla in search" but expressed hope that Microsoft's innovation would make them "dance" and push the boundaries of search even further.
Former Google executive Sridhar Ramaswamy, who worked in the search ads business and is now CEO of search engine start-up Neeva, described Microsoft's move as a "Sputnik moment for search," suggesting that this update to Bing could signal a new era of AI-boosted search. While it is too early to determine the outcome of the race between Microsoft and Google on AI and Search, Ramaswamy noted that Microsoft may have a headstart in shaping the narrative on AI and changing the search ecosystem.
While it’s still early, we see massive disruption, innovation, and a new level of excitement in the AI Space. There are many other players in the space; these two powerhouses are well ahead in the race regarding foundational technology and investment in AI. I am curious to see the next Googly move.
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