I think it’s a lot less exhausting now that the IDE part is mostly decoupled. I can’t imagine cursor continuing to compete when really all they’re doing is selling tokens either a markup, and hence crushing your context on every call. Sorry if that sounds negative but it’s true.
I use CC and codex somewhat interchangeably, but I have to agree with the comments. Codex is a compete monster, and there really isn’t any competition right now.
Sorry to be that guy, but think there's a decent chance that the people who make possibly the most complicated technology in human history save for the LHC or LIGO _might_ have done some thinking we can't wrap our heads around.
EDIT: I think the below is correct, but I’ve just seen in the main product landing page that for a certain benchmark it’s an order of magnitude cheaper AND faster than AWS glue, so that’s the target market by the looks of things.
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I don’t think so - probably more in the realms of spark and, based on the roadmap, airflow.
For me it would be about doing big data analytics / dashboarding / ML or DS data prep.
My understanding is that Snowflake plays a lot in the data warehouse/lakehouse space, so is more central to data ops / cataloguing / SSOT type work.
But hey that’s all first impressions from the press release.
I usually agree with this, but I make an exception for Pudding because they consistently do this and it’s kind of their brand to have really immersive JS art/media. But I have the benefit of having read and enjoyed their stuff before.
It’s probably a false distinction, but it feels different to a SaaS product offering page, or product launch, where I need to get information, compared to someone using JS to create art.
This whole article could be summarised in about 300 words, but I would have had very little emotional or conceptual enjoyment of it.
Google basically invented modern AI (the 'T' in ChatGPT stands for Transformer), then took a very broad view of how to apply broadly neural AI - AlphaGo, AlphaGenome being the kind of non-LLM stuff they've done).
A better way to look at it is that the absolute number 1 priority for google since they first created a money spiggot throguh monetising high-intent search and got the monopoly on it (outside of Amazon) has been to hold on to that. Even YT (the second biggest search engine on the internet other than google itself) is high intent search leading to advertising sales conversion.
So yes, google has adopted and killed lots of products, but for its big bets (web 2.0 / android / chrome) it's basically done everything it can to ensure it keeps it's insanely high revenue and margin search business going.
What it has to show for it is basically being the only company to have transitioned as dominent across technological eras (desktop -> web2.0 -> mobile -> (maybe llm).
As good as OpenAI is as a standalone, and as good as Claude / Claude Code is for developers, google has over 70% mobile market share with android, nearly 70% browser market share with chrome - this is a huge moat when it comes to integration.
You can also be very bullish about other possible trends. For AI - they are the only big provider which has a persistent hold on user data for training. Yes, OpenAI and Grok have a lot of their own data, but google has ALL gmail, high intent search queries, youtube videos and captions, etc.
And for AR/VR, android is a massive sleeping giant - no one will want to move wholesale into a Meta OS experience, and Apple are increasingly looking like they'll need to rely on google for high performance AI stuff.
All of this protects google's search business a lot.
Don't get me wrong, on the small stuff google is happy to let their people use 10% time to come up with a cool app which they'll kill after a couple of years, but for their big bets, every single time they've gone after something they have a lot to show for it where it counts to them.
I use CC and codex somewhat interchangeably, but I have to agree with the comments. Codex is a compete monster, and there really isn’t any competition right now.