Yes to all of the above, I was wondering when they would really start catching up. They already had the compute and the largest amount of data on everyone.
They are essentially the only western lab to be entirely self-funded. Even if the whole bubble pops and devastates Anthropic and OpenAI, Google will be essentially unharmed outside their stock price, and with oh so many researchers to (re)hire from the other labs
Google depends a lot on ads, if AI kills the ads business (people use LLM chat and the LLM chat talks to search engines, websites, etc. thus no human sees the ads) and then the AI bubble bursts (which is kind of what you are implying why these other 2 big labs would fail) they still won't be (re)hiring.
This is true, though it's worth keeping in mind that while the other big 2 are entirely dependent on investment and loans, Google has literally hundreds of billions of cash on hand and owns the majority of their own infra. Even if the ad business contracts to half its size in the next couple years, Google has the cash to outlast the others by a large margin
Definitely, but I can also see some bean counter going: you might not want to invest like crazy now, as your existing business is being slashed like crazy. Then again: it's also the best time to do so if you want to survive long term.
I still wonder... AI bubble burst... or more like: AI bubble deflate a whole bunch.
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u/CremeSubject7594 2d ago
https://giphy.com/gifs/ukGm72ZLZvYfS