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> From this analysis it seems like Google is bound to fail in the long term in the AI race. I fail to see how this line follows the preceding analysis logicall
by netheril96 8y ago
> From this analysis it seems like Google is bound to fail in the long term in the AI race.
I fail to see how this line follows the preceding analysis logically.
- siscia 8y agoThe point is that hardware companies are the one that will extract most of the value from AI. While Google will be a "mere" user or a swapable layer (in the field of data center). A little bit like the producers of mouses or monitor during the wintel era. I may be completely wrong, but this is the line of reasoning.
- Spooky23 8y agoWhy? Software eats hardware for lunch. The value is the business consuming AI. If I can layoff 10 Level 1/2 Helpdesk techs, I can increase my profits by $500k. If I can nuke accounting or HR tasks, even bigger costs can be eliminated. Intel is the commoditized player here.