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on April 13, 2024 | hide | past | favorite


“In two or three years from now, we’ll look back and be confused about how Google is written off in these skirmishes,” Box CEO Aaron Levie, the evening’s host, told the room.

We’d been discussing Google’s failure to lock down Anthropic — an OpenAI rival that Google invested $300 million in before Amazon put in billions more — but Levie made the case that Google didn’t need to lock down Anthropic like Microsoft did OpenAI. Google has enough technical infrastructure and resources, Levie said, that it will inevitability figure out a winning AI move, and it’s already showing signs. This was the evening’s theme.

“If you just say, ‘Okay, who has essentially the world's largest dataset, who has an arbitrarily large number of the right engineers for the problem, and unlimited capital. Those are the core ingredients,” said Levie. “There's effectively very few secrets in AI in terms of how these training runs and algorithms work at some dimensional point, like within a six or twelve month period. So I would not count out Gemini.”




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