Google will definitely lose. Llms supplants search. But not the old document search which they stopped doing long ago.
Add in the fact that open weight models are 6-12 months behind frontier models means AI companies aren’t building a moat, they’re on a treadmill. And treadmills don’t justify the valuations OR the hype.
Add in the fact that open weight models are 6-12 months behind frontier models means AI companies aren’t building a moat, they’re on a treadmill. And treadmills don’t justify the valuations OR the hype.
AI companies are in trouble.