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> DeepMind has made very impressive demos and papers, but they have yet to add one dollar of revenue to Google's bottom line. Further they have drained billions from Google.

You could say the same about OpenAI and Microsoft, they drained money for years until about 6 months ago when suddenly the partnership started to pay back big style.



OpenAI is still massively unprofitable and MSFT is (rightly IMO) going to invest way more money in them so it’s definitely still a drain. A modest drain relative to MSFTs overall resources


At least the path to profitablity is super clear though: selling GPT-4 access. What's the path to profitablity on AlphaGo or whatever?


As much as I'd love an OpenAI-style API from Google, I'm not expecting that. It will probably be "profitable" to them in the unseen backend making Search, Google Assistant, etc better. I've been playing with Bard a lot and it's pretty good, but OpenAI's API offering just makes them so much more useful to me since I can use whatever app I want (or even write my own) to consume the product, and it's easy for me to see the value for my dime.


The main strategy for Microsoft is slightly different IMO - It's to use GPT-4 to make their products even better.




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