This is one of the reasons I believe Google will ultimately win the AI race once the VC funding tap runs dry. For all its breakthroughs, OpenAI lacks any fiscal discipline. Sam Altman seems convinced that as long as they’re delivering value and have a clear mission, the money will somehow take care of itself. That’s fine for now, but the music will stop playing one day.
When it comes to software engineering at scale, nothing beats Google. They already operate the world’s largest and (profitable) information index, they design their own chips, and employ the best engineers who know how to deliver massive systems cost-effectively. They can sustain large investment far longer than any other company simply because of how profitable all their existing businesses are. I just wish they would get their act together when it comes to product management.
When it comes to software engineering at scale, nothing beats Google. They already operate the world’s largest and (profitable) information index, they design their own chips, and employ the best engineers who know how to deliver massive systems cost-effectively. They can sustain large investment far longer than any other company simply because of how profitable all their existing businesses are. I just wish they would get their act together when it comes to product management.