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The root comment was investor-centric, i.e. if you want to divert some investment towards AI, Alphabet is a smart bet. Investors got great returns as Google ch
by overfeed 1y ago
The root comment was investor-centric, i.e. if you want to divert some investment towards AI, Alphabet is a smart bet.
Investors got great returns as Google churned messaging platforms, and this will likely be the case ad Google churns through AI products, or even entire architectures.
- acdha 1y agoWe did get good returns but that was because other units did very well. It’s not a given but still too likely that they’d botch AI products but still be profitable due to ad sales continuing to grow. I do think AI has better than average chances, though, because it seems to have scared their senior management enough to do their jobs: from outside, everything appears to radiate “this can’t fail” in a way they haven’t had since the 2000s.