Hacker News with Generative AI: Competition

BYD Sealion 7 surpass Tesla Model Y to be Australia's best-selling electric car (drive.com.au)
With the Tesla Model Y soon to switch to a new model, it has allowed BYD to top the EV sales charts with its rivalling Sealion 7.
A new bill would force Apple to allow third-party app stores (theverge.com)
Representative Kat Cammack (R-FL) introduced a bill Tuesday that would require “large app store operators” like Apple to let users install third-party app stores and set them as their default.
Google’s dominance on search is declining – for the first time ever (tuta.com)
For over a decade, Google has dominated the online search market. With a global market share over 90%, Google had the power how billions of people search the web and access information. But now, for the first time since 2015, more than 1 out of 10 people use alternative search engines. Is this a first sign of the Google dominance coming to an end?
Why Google is losing its iron grip on search, and what I use now instead (zdnet.com)
Google Search's market share is shrinking and it's not just because of AI.
BYD Keeps Delivering on Tesla's Unkept Promises (cleantechnica.com)
Google Search in Decline (tuta.com)
For over a decade, Google has dominated the online search market. With a global market share over 90%, Google had the power how billions of people search the web and access information. But now, for the first time since 2015, more than 1 out of 10 people use alternative search engines. Is this a first sign of the Google dominance coming to an end?
Chinese chipmakers are gaining on Nvidia and TSMC (restofworld.org)
Washington’s latest export restrictions on Nvidia’s H20 chips are likely to accelerate China’s shift toward domestic alternatives, as homegrown firms strive to close the gap with global rivals.
Amazon launches first Kuiper internet satellites in bid to take on Starlink (cnbc.com)
All four major web browsers are about to lose 80% of their funding (medium.com)
Four major web browsers dominate the market: Google Chrome, Microsoft Edge, Mozilla Firefox, and Apple’s Safari. What most users don’t realize is that Google effectively bankrolls over 80% of the development for all of them. But this funding stream is under threat: the US Department of Justice is moving to force Google to cut off its competitors and divest from Chrome, a decision that will simultaneously cripple the development of every major browser.
Is It Worth Killing Mozilla to Shave Off Less Than 1% from Google's Market Share (open-web-advocacy.org)
Is It Worth Killing Mozilla to Shave Off Less Than 1% From Google’s Market Share?
Anthropic sent takedown notice to dev trying to reverse-engineer its coding tool (techcrunch.com)
In the battle between two “agentic” coding tools — Anthropic’s Claude Code and OpenAI’s Codex CLI — the latter appears to be fostering more developer goodwill than the former.
Oscilloscope Demo Scores the Win at Revision 2025 (hackaday.com)
Classic demos from the demoscene are all about showing off one’s technical prowess, with a common side order of a slick banging soundtrack. That’s precisely what [BUS ERROR Collective] members [DJ_Level_3] and [Marv1994] delivered with their prize-winning Primer demo this week.
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.