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Is Google About to Win the AI War? The Power of the Full Stack
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Connor MacIvor talks about why Google may be pulling ahead in the AI race. He explains that Google owns the whole stack, from its own chips and data centers up to the apps. Its newest model was trained entirely on those chips, which are available for lease, and Anthropic has started using them too. He says OpenAI has not done a full retraining run like that. He also raises whether bigger data centers are enough, why safety should come before AGI, the value of narrow models for cancer research and longevity, and what DeepSeek in China might do next…
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