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With many research areas converging to comparable levels, the most critical piece is arguably vertical integration and forgoing the Nvidia tax. They haven't wi

With many research areas converging to comparable levels, the most critical piece is arguably vertical integration and forgoing the Nvidia tax. They haven't wielded this advantage as powerfully as possible, but changes here could signal how committed they are to slaying the search cash cow. Nadella deservedly earned acclaim for transitioning Microsoft from the Windows era to cloud and mobile. It will be far more impressive if Google can defy the odds and conquer the innovator's dilemma with search. Regardless, congratulations to Google on an amazing release and pushing the frontiers of innovation.

crowcroft 2y ago
They need an iPod to iPhone like transition. If they can pull it off it will be incredible for the business.
bloomingkales 2y ago
They have to not get blind sided by Sora, while at the same time fighting the cloud war against MS/Amazon. Weirdly Google is THE AI play. If AI is not set to change everything and truly is a hype cycle, then Google stock withstands and grows. If AI is the real deal, then Google still withstands due to how much bigger the pie will get.
- whimsicalism 2y ago
  sora is not a big factor in this
  - deleted 2y ago
    [deleted]
- AH4oFVbPT4f8 2y ago
  Why is Google THE AI play as you put it? I don't agree or disagree, just wanting to understand your perspective.
  - Brotkrumen 2y ago
    That conversation reads like two consultant LLMs talking past each other.
    - AH4oFVbPT4f8 2y ago
      I actually wanted to know, real person proof user: AH4oFVbPT4f8 created: August 12, 2013 I'm going back and forth between the different models seeing which works best for me but I'm trying to learn how to read and use other people's feedback in making their decisions.
- kranke155 2y ago
  Sora is a toy. No understanding of physics. Fairly expensive. Hard to tell stories with it. I work in video production. The industry is not big enough for you to invest billions and billions into. It’s currently in a total state of crisis. Video production is just not big enough of a market to make a difference in the AI race. I don’t understand why any AI company would spend significant amount of resources matching Sora when I don’t really think it will be a 10 billion dollar product (yet). Plus Google is well positioned to match it anyway, since they have YouTube data they can probably license to their AI gen video training.
TacticalCoder 2y ago
> Nadella deservedly earned acclaim for transitioning Microsoft from the Windows era to cloud and mobile. You mean by shifting away from Windows for mobile and focusing on iOS and Android?

crowcroft 2y ago

They need an iPod to iPhone like transition. If they can pull it off it will be incredible for the business.

bloomingkales 2y ago

They have to not get blind sided by Sora, while at the same time fighting the cloud war against MS/Amazon. Weirdly Google is THE AI play. If AI is not set to change everything and truly is a hype cycle, then Google stock withstands and grows. If AI is the real deal, then Google still withstands due to how much bigger the pie will get.

whimsicalism 2y ago
sora is not a big factor in this
- deleted 2y ago
  [deleted]
AH4oFVbPT4f8 2y ago
Why is Google THE AI play as you put it? I don't agree or disagree, just wanting to understand your perspective.
- Brotkrumen 2y ago
  That conversation reads like two consultant LLMs talking past each other.
  - AH4oFVbPT4f8 2y ago
    I actually wanted to know, real person proof user: AH4oFVbPT4f8 created: August 12, 2013 I'm going back and forth between the different models seeing which works best for me but I'm trying to learn how to read and use other people's feedback in making their decisions.
kranke155 2y ago
Sora is a toy. No understanding of physics. Fairly expensive. Hard to tell stories with it. I work in video production. The industry is not big enough for you to invest billions and billions into. It’s currently in a total state of crisis. Video production is just not big enough of a market to make a difference in the AI race. I don’t understand why any AI company would spend significant amount of resources matching Sora when I don’t really think it will be a 10 billion dollar product (yet). Plus Google is well positioned to match it anyway, since they have YouTube data they can probably license to their AI gen video training.

TacticalCoder 2y ago

> Nadella deservedly earned acclaim for transitioning Microsoft from the Windows era to cloud and mobile. You mean by shifting away from Windows for mobile and focusing on iOS and Android?