A look at the different approaches to AI integration and modularization taken by Google, AWS, Microsoft, Nvidia, Meta, and Databricks, and the implications
Ben Thompson / Stratechery : Threads: @moatiful . X: @peibolsang , @madscapital , @jimmysopko , @rkrishnakumar , @1stleighton , @jonesonthenba , @4jimlee , @megangra , @madscapital , @borrowed_ideas , @stratechery , @wintermoat , and @hkanji Threads: @moatiful : This was interesting but @monkbent lost me on a couple points: (1) If LLMs turn into platforms were developers don't need to care about what's underneath, why does the stack need to be horizontal at the GPU layer? The dev can ignore the chip, so the platform owner can use whatever stack (probably vertically integrated) is most cost-effective... X: Pablo Bermejo / @peibolsang : Why Google is winning in AI strategy but failing in execution (... remember, there is no strategy without execution) https://stratechery.com/... @madscapital : “The first takeaway from this analysis is that Google's strategy truly is unique: they are, as Nadella noted, the Apple of AI. The bigger question is if this matters: as I noted above, integration has proven to be a sustainable differentiation” From: https://stratechery.com/... Jimmy Sopko / @jimmysopko : @stratechery what @benthompson missed is Google's open approach to models as well. Yes, Gemini is a great option for some use cases, but not all. Vertex's model garden has OSS, partner and google models. it's not a fully vertically integrated approach. Rahul / @rkrishnakumar : What a great read. Hard not to be bullish on $GOOGL reading this. https://stratechery.com/... Leighton Jenkins / @1stleighton : @stratechery Think that you missed out the first 30 years of mainframes and mini-computers that were definately vertically integrated .... “Windows-based modular computers dominated the first 30 years of computing,” Nate Jones / @jonesonthenba : Really enjoyed this. Has me thinking of all the main players and the best strategies going forward. Also has me thinking about if Google can actually become vertically integrated from hardware down. @4jimlee : @stratechery ??Best example missed?... Tesla FSD integrated stack. Honed integration exemplifying Speed, iterative improvement, Scale, revenue, downstream opportunity (Optimus, vision). From chips, training sets, cloud, LLM, training, upgrade, data regather/retrain/redeploy flywheel... Even Megan Gray / @megangra : 🎯 you don't know diddly about BigTech & AI unless you understand this: AI Integration and Modularization https://stratechery.com/... @madscapital : “It's all Google, from top-to-bottom, and there is evidence that this integration is paying off: Gemini 1.5's industry leading 2 million token context window almost certainly required joint innovation between Google's infrastructure team and its model-building team.” $GOOG $GOOGL [image] @borrowed_ideas : Fantastic piece on Stratechery today. Highly recommended. [image] @stratechery : AI Integration and Modularization Breaking down the Big Tech AI landscape through the lens of integration and modularization https://stratechery.com/... @wintermoat : “The first takeaway from this analysis is that Google's strategy truly is unique: they are, as Nadella noted, the Apple of AI.” $goog [image] Hussein Kanji / @hkanji : A look at the AI tech stacks for various players in the industry https://stratechery.com/...
This was interesting but @monkbent lost me on a couple points: (1) If LLMs turn into platforms were developers don't need to care about what's underneath, why does the stack need to be horizontal at the GPU layer? The dev can ignore the chip, so the platform owner can use whatev…
“It's all Google, from top-to-bottom, and there is evidence that this integration is paying off: Gemini 1.5's industry leading 2 million token context window almost certainly required joint innovation between Google's infrastructure team and its model-building team.” $GOOG $GOOGL…
“The first takeaway from this analysis is that Google's strategy truly is unique: they are, as Nadella noted, the Apple of AI. The bigger question is if this matters: as I noted above, integration has proven to be a sustainable differentiation” From: https://stratechery.com/...
@stratechery what @benthompson missed is Google's open approach to models as well. Yes, Gemini is a great option for some use cases, but not all. Vertex's model garden has OSS, partner and google models. it's not a fully vertically integrated approach.
@stratechery Think that you missed out the first 30 years of mainframes and mini-computers that were definately vertically integrated .... “Windows-based modular computers dominated the first 30 years of computing,”
Really enjoyed this. Has me thinking of all the main players and the best strategies going forward. Also has me thinking about if Google can actually become vertically integrated from hardware down.
AI Integration and Modularization Breaking down the Big Tech AI landscape through the lens of integration and modularization https://stratechery.com/...