Hacker News with Generative AI: Competition

Google's side business is beating Tesla at its main business (sherwood.news)
Google-parent-owned Waymo is now doing more than a quarter of a million paid passenger trips in its driverless vehicles each week, the company said in its earnings report yesterday. That’s a 5x increase from a year ago and 50,000 more per week than it was doing just two months ago.
Jedi Blue (wikipedia.org)
Jedi Blue is an agreement between Alphabet and Meta Platforms that allegedly gave Facebook an illegal advantage in Google's ad auctions in exchange for Facebook's word that it would end its own ad service plans.
AMD 2.0 – New Sense of Urgency (semianalysis.com)
Ever since SemiAnalysis published an article in December 2024 detailing mediocre AMD software and the lack of usability, AMD has kicked into a higher gear and has made rapid progress in the past four months on many items we laid out. We view AMD’s new sense of urgency as a massive positive in its journey to catch up to Nvidia. AMD is now in a wartime stance, but there are still many battles ahead of it.
AMD 2.0 – New Sense of Urgency, MI450X Chance to Beat Nvidia, Nvidia's New Moat (semianalysis.com)
Ever since SemiAnalysis published an article in December 2024 detailing mediocre AMD software and the lack of usability, AMD has kicked into a higher gear and has made rapid progress in the past four months on many items we laid out.
Break Google's Search Monopoly Without Breaking the Web (open-web-advocacy.org)
In late 2020, the U.S. Department of Justice (DOJ), in conjunction with state attorneys general representing 11 states, brought a landmark antitrust case against Google for unlawfully maintaining a monopoly in the general search engine market.
Why the FTC vs. Meta Trial Matters: Competition Gaps and Civil Liberties (eff.org)
We’re in the midst of a long-overdue resurgence in antitrust litigation. In the past 12 months alone, there have been three landmark rulings against Google/Alphabet (in search, advertising, and payments). Then there’s the long-running FTC v. Meta case, which went to trial last week. Plenty of people are cheering these cases on, seeing them as a victories over the tech broligarchy (who doesn’t love to see a broligarch get their comeuppance?).
From 'catch up' to 'catch us': How Google took the lead in enterprise AI (venturebeat.com)
Just a year ago, the narrative around Google and enterprise AI felt stuck. Despite inventing core technologies like the Transformer, the tech giant seemed perpetually on the back foot, overshadowed by OpenAI‘s viral success, Anthropic‘s coding prowess and Microsoft‘s aggressive enterprise push.
DOJ's sweeping remedies would harm American economy and technological leadership (google)
The US Department of Justice’s 2020 search distribution lawsuit is a backwards-looking case at a time of intense competition and unprecedented innovation.
China's CATL claims to have overtaken BYD on 5-minute EV battery charging time (ft.com)
China’s CATL says it has overtaken BYD on 5-minute EV battery charging time
Huawei AI CloudMatrix 384 – China's Answer to Nvidia GB200 NVL72 – SemiAnalysis (semianalysis.com)
Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. This solution competes directly with the GB200 NVL72, and in some metrics is more advanced than Nvidia’s rack scale solution. The engineering advantage is at the system level, not just at the chip level, with innovation at the networking, optics, and software layers.
Uber rethinks commission based pricing in India (restofworld.org)
India’s homegrown ride-hailing startups are forcing Uber to rethink its strategy.
OpenAI's latest move makes it harder for rivals like DeepSeek to copy it (businessinsider.com)
In a bid to protect its crown jewels, OpenAI is now requiring government ID verification for developers who want access to its most advanced AI models.
AWS claims 50% of Azure workloads would jump ship if licensing costs allowed (theregister.com)
AWS estimates that half of the workloads Microsoft enterprise customers run on Azure would migrate to its own datacenters if only the licensing costs of doing so were not prohibitively high and a competitive deterrent.
Dirty tricks 6502 programmers use (2019) (nurpax.github.io)
This post recaps some of the C64 coding tricks used in my little Commodore 64 coding competition. The competition rules were simple: make a C64 executable (PRG) that draws two lines to form the below image. The objective was to do this in as few bytes as possible.
Huawei AI CloudMatrix 384 – China's Answer to Nvidia GB200 NVL72 (semianalysis.com)
Huawei is making waves with its new AI accelerator and rack scale architecture. Meet China’s newest and most powerful Chinese domestic solution, the CloudMatrix 384 built using the Ascend 910C. This solution competes directly with the GB200 NVL72, and in some metrics is more advanced than Nvidia’s rack scale solution. The engineering advantage is at the system level not just at the chip level, with innovation at the networking, optics, and software layers.
U.S. Prepares to Challenge Meta's Social Media Dominance (nytimes.com)
On Monday, Meta will face off against the federal government in a landmark antitrust trial over claims that it illegally squashed competition by buying Instagram and WhatsApp.
Google is winning on every AI front (thealgorithmicbridge.com)
Google Is Winning on Every AI Front
Nvidia's new Llama-3.1 Nemotron Ultra outperforms DeepSeek R1 at half the size (venturebeat.com)
Even as Meta fends off questions and criticisms of its new Llama 4 model family, graphics processing unit (GPU) master Nvidia has released a new, fully open source large language model (LLM) based on Meta’s older model Llama-3.1-405B-Instruct model and it’s claiming near top performance on a variety of third-party benchmarks — outperforming the vaunted rival DeepSeek R1 open source reasoning model.
Google Is Winning on Every AI Front (thealgorithmicbridge.com)
Amazon Kuiper launches first satellites to take on SpaceX's Starlink (cnbc.com)
Meta got caught gaming AI benchmarks (theverge.com)
With Llama 4, Meta fudged benchmarks to appear as though its new AI model is better than the competition.
Starlink competition is ramping up in Ukraine (theverge.com)
Satellite network company Eutelsat could be Ukraine’s alternative to Elon Musk-owned SpaceX.
The affidavit of a Rippling employee caught spying for Deel (techcrunch.com)
On Wednesday, Rippling publicly released the affidavit of the Rippling employee who testified that he was working as a spy for the HR tech company’s arch rival Deel.
Mozilla launching “Thundermail” email service to take on Gmail, Microsoft 365 (techradar.com)
DeepMind is holding back release of AI research to give Google an edge (arstechnica.com)
Google’s artificial intelligence arm DeepMind has been holding back the release of its world-renowned research, as it seeks to retain a competitive edge in the race to dominate the burgeoning AI industry.
Mozilla Thunderbird Takes on Gmail with New Email Service (forbes.com)
Finally, Mozilla Thunderbird Takes On Gmail With New Email Service
MCP: The new "USB-C for AI" that's bringing fierce rivals together (arstechnica.com)
What does it take to get OpenAI and Anthropic—two competitors in the AI assistant market—to get along? Despite a fundamental difference in direction that led Anthropic's founders to quit OpenAI in 2020 and later create the Claude AI assistant, a shared technical hurdle has now brought them together: How to easily connect their AI models to external data sources.
DeepMind slows down research releases in battle to keep competitive edge (ft.com)
DeepSeek surpasses ChatGPT in new monthly visits (indiatimes.com)
The Nobel Duel (asimov.press)
What would you give for a Nobel Prize?