I agree about AI, though for slightly different reasons. Google published the foundational paper for some of the most important tech behind the exciting AI stuf

I agree about AI, though for slightly different reasons. Google published the foundational paper for some of the most important tech behind the exciting AI stuff[1]. Because there's every reason to believe they are technically capable of competing, the reason they aren't offering AI products is probably based on their beliefs about how practical that is right now (cost / reliability / etc). They also have all their Waymo experience. Basically, I'm not convinced that Google is "behind" on the tech, but just disagrees about product strategy. Obviously there are lots of examples where this dooms the current leader (Xerox Parc!) - but I think it's too early to say? I wouldn't short them yet imo. [1] https://ai.googleblog.com/2017/08/transformer-novel-neural-network.html https://ai.googleblog.com/2017/08/transformer-novel-neural-n...