Google: Why Is No One Talking About PaLM

Summit Research
12.79K Followers

Summary

  • There has been a lot of talk in recent weeks about whether OpenAI's ChatGPT and the underlying GPT-3 language model ("LLMs") poses a potential threat to Google Search's future.
  • Much of the conversation has been around whether Google's LaMDA chatbot is capable of outperforming ChatGPT, or sufficient to dodge disruption.
  • But a deeper dive into Google's foray in LLMs would lead to the less talked-about Pathways AI Infrastructure, which powers its next-generation PaLM LLM that is 3x larger than GPT-3.
  • The following analysis will provide an overview of both OpenAI and Google's latest developments pertaining to LLMs, and gauge their implications on the tech giant's longer-term prospects.
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Summit Research
12.79K Followers
Summit Research focused on finding fundamental- and catalyst-driven long/short ideas in the tech sector. Key industries covered include big tech, electric vehicles and autonomous mobility, semiconductors, software, and AI.

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