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I think FAANG have mostly lost innovation, not gained it as they grew. They protect their prior innovations with large legal teams
by errantmind 5y ago
I think FAANG have mostly lost innovation, not gained it as they grew. They protect their prior innovations with large legal teams
- aejnsn 5y agoExactly this. None of them are nearly as hungry as they were just over ten years ago.
- truth_ 5y agoNot true. Very high quality AI research regularly come from Facebool, Google, Microsoft, and Amazon. Yann LeCun at FAIR is pioneering Self-Supervised Learning which is likely to be a gamechanger in AI.
- errantmind 5y agoI'm generally not counting acquisitions as innovation in my statement.
- truth_ 5y agoHigh quality research papers regularly come out of FAIR. That's not exactly acquisition.
- sunstone 5y agoThe weird exception is Microsoft which isn't in FAANG but hit 2T market cap recently. These days both Microsoft and Amazon are primarily cloud server providers.