Short answer: Jordan Metzner says Nano Banana and Veo 3.1 lead image and video, Gemini can plug into Docs, Slides and Gmail, and Google can lose money longer than OpenAI. Amar Goel credits xAI for building Grok 4 within a year.
Watch this answer from Episode 23 (starts at 20:43) · Episode 23 notes and transcript
From Episode 23: OpenAI Code Red? The New AI Reviewer Changing Everything, starting at 20:43.
Jordan Metzner [20:42]: Yeah. It's been, I mean, I think from my perspective, I think, it's been a dangerous few months for them. And I think you mentioned some of the points here, but, it's it's obvious, like, Nano Banana has, like, the best image generation as far as the largest models on the market. Obviously, we're seeing a lot of, like, Salesforce just invested, more in Black Forest, so they're trying to double down in image generation. But, obviously, Google has got a pretty awesome model for video generation. I mean, as of the past few weeks, Veo 3.1 was probably in the front spot. Obviously, we've seen some new models come out. But I think going back to what you're saying about Google and Gemini is, most of the things I wanna do with these LLMs is to create slides or to create a Google Doc or to create a Gmail. Right? And so the distribution is so dangerous. I mean, I know they've launched like Nano Banana out of slides but, the kind of gamification of Google Slides and connecting Gemini into Google Slides and into Google Docs where, half the time of what I'm doing in ChatGPT is just, like, copying and pasting to go create a Google Doc to, like, put it in there, you know. So I think the opportunity is kind of unlimited both, like, on the consumer enterprise side. And I don't know. I think it I think the real danger is that, like, Google has, like, almost unlimited free cash. And, yeah, gbt, I mean, like, who cares about their 20,000,000,000 in revenue?
Jordan Metzner [22:01]: Like, how much of it was profit? The answer is probably none of it. And, therefore, like, they're gonna continue to have to raise capital, whereas Google can just give away their products for free and integrate it into their stack. And, we use Google Suite. I think, like, most startups use Google Suite as, like, their Gmail, email suite. And, they can probably lose money for longer on, like, financing or sub financing this thing. And then maybe on top of that, maybe Google's TPUs allows them to run this even cheaper. Right? And so they're just like, I can run this for cheaper and longer than you and, here we go. And I don't know if, like, people really understand, like, what a big war this is gonna be. I think the founders of Google hate Elon at this point. I think Elon hates them. I think Sam hates Elon. I think, Elon hates Sam. I think, I mean, I think this is a straight up war.
Amar Goel [22:54]: I mean, xAI, I have to give them a lot of credit. Like, it's miraculous to me how quickly they built, like, a pretty decent model, with Grok four and Grok Code Fast 1. And, it just I mean, within a year, they kinda showed up in the leaderboards and a really impressive kind of cost performance ratio. So that is I mean, I thought Elon had a lot on his plate, and somehow he stood up a 100,000 GPUs and just went to work, and it's pretty amazing with team.
Jordan Metzner [23:26]: Yeah. I think it just means that we have no idea what the future is gonna hold for who's gonna have the best models in the short term or medium or even long term. Right?
Amar Goel [23:34]: Yeah. Totally. Totally.
Jordan Metzner [23:35]: Alright. Let's jump into Amazon.
