Comment by mordymoop

All that seeming advantage, and yet Google are perpetual laggards in the AI race. In enterprise, where the money is, they're third behind Anthropic and OpenAI, despite what should have been a colossal incumbency advantage. They're also inexorably poisoning their own brand and squeezing their primary revenue source with AI Overviews. Truly a masterstroke of value destruction. Search revenue growth has slowed three quarters running, even as query volume hit a five-year high. As for their hardware and infrastructure advantages, those are indeed making them money, because they're selling and renting the chips to Anthropic. I dunno. I've been a fan of Google for years. Maybe they'll successfully pivot to being a hardware company. They're too slow and hamstrung by internal politics to make compelling LLM products.