41–50 of 588 posts
Earlier quoted context omitted.
The problem is it's hard to tell compelling stories without people.
Stories for robots by robots "Will the security update finish before we're discovered and killed by the hunter seeker, stay tuned to find out more!"
Well, for now, at least.
I know who will be the first shown the door when the next round of layoffs comes: the guy saying "you can't make money that way."
Google is probably the most undervalued tech company there is currently, by far : 1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.) 2.) Has cutting edge in house AI hardware acceleration (Like Nvidia) 3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure) 4.) Has industry leading self driving taxis (Like Tesla wants) 5.) Has all the other stuff that Google does. (Like…
Google is probably the most undervalued tech company there is currently, by far : 1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.) 2.) Has cutting edge in house AI hardware acceleration (Like Nvidia) 3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure) 4.) Has industry leading self driving taxis (Like Tesla wants) 5.) Has all the other stuff that Google does. (Like…
Even Google can’t get an embedded video to play properly…
Google is probably the most undervalued tech company there is currently, by far : 1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.) 2.) Has cutting edge in house AI hardware acceleration (Like Nvidia) 3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure) 4.) Has industry leading self driving taxis (Like Tesla wants) 5.) Has all the other stuff that Google does. (Like…
Google is probably the most undervalued tech company there is currently, by far : 1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.) 2.) Has cutting edge in house AI hardware acceleration (Like Nvidia) 3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure) 4.) Has industry leading self driving taxis (Like Tesla wants) 5.) Has all the other stuff that Google does. (Like…
Google is probably the most undervalued tech company there is currently, by far : 1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.) 2.) Has cutting edge in house AI hardware acceleration (Like Nvidia) 3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure) 4.) Has industry leading self driving taxis (Like Tesla wants) 5.) Has all the other stuff that Google does. (Like…
This is all true, but at the end of the day, the shareholders care about return on value, and they get that from selling ads. All this amazing tech doesn't generate any revenue.
There is nuance. Saying A about B and being wrong does not imply saying A about C means you're wrong. It is indeed possible to lose focus on revenue and die. But it is also possible to focus too much on revenue and die. It is unclear if Google will achieve anything from it's "pure research" investments, but certainly they have room to try, and I personally am glad they are doing so.
Google is probably the most undervalued tech company there is currently, by far : 1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.) 2.) Has cutting edge in house AI hardware acceleration (Like Nvidia) 3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure) 4.) Has industry leading self driving taxis (Like Tesla wants) 5.) Has all the other stuff that Google does. (Like…
So while they have a bunch of cool tech on the possibility horizon the only thing the market cares about is the ability to make money and there's some uncertainty on that front.
Google is probably the most undervalued tech company there is currently, by far : 1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.) 2.) Has cutting edge in house AI hardware acceleration (Like Nvidia) 3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure) 4.) Has industry leading self driving taxis (Like Tesla wants) 5.) Has all the other stuff that Google does. (Like…
Google as a whole has a long history of not being able to successfully build great products out of great tech. That seems wrong from looking at search, Gmail, Maps*, Docs*, etc., but I think these are cases where a single great insight or innovation so dominated the rest of the product qualities that it made the product successful on it's own (PageRank, AJAX, realtime collaboration). There have been so many other cases where this pattern didn't hold, and even though Google had better tech, it wasn't so much better on one axis as to pull the whole product along with it.
That's the problem I see here. Maybe they have a better model. Can they make it a better product? OpenAI and Anthropic seem to ship faster, with a clearer vision, and more innovation with features around the model. Is their AI hardware acceleration really going to be a game changer if it's only ever available in-house?
I do believe in Waymo, but only because they've been incrementally investing and improving it for 15 years. They need to do that with all products, instead of giving up when they're not an instant hit.
*Maps, Docs, and YouTube were acquired with their key advantages in place, so I wonder how much they even count.