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I hold the exact same sentiment. The safest investment you can make in this AI race is Alphabet. The smaller players being wrapped up in this (CRWV, NOK, etc...) are going to get obliterated when the returns are not as good as previously thought. The bigger players will take a hit, but not as much as the small ones. NVIDIA also seems like a risky bet given all the money they're passing around in circles to themselves…
It's not that easy. Tim is probably rubbing his hands until he can bring anthropic under the apple umbrella.
It’s everyone’s wet dream that Apple buys Anthropic, but I’m guessing their valuation now is already too high even for Apple. And why would Amazon let that happen?
It’s a solid match but not happening unless the AI market craters and Apple swoops in to buy them for vastly less.
We use GCP at work, it works well for what we use it (VMs, container storage, cloud file storage), I wish they would stop deprecating stuff though, it just causes developer busy work with no additional value.
One approach to prevent being hit by "stack rot" is to build everything on top of plain Linux VMs. Those rarely change.
We use GCP at work, it works well for what we use it (VMs, container storage, cloud file storage), I wish they would stop deprecating stuff though, it just causes developer busy work with no additional value.
One approach to prevent being hit by "stack rot" is to build everything on top of plain Linux VMs. Those rarely change.
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,…
I can’t understand how they’re bleeding talent.
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,…
Unless there are antitrust concerns, but that's hard to see because Google is competition and Anthropic will probably remain the third more niche player.
We use GCP at work, it works well for what we use it (VMs, container storage, cloud file storage), I wish they would stop deprecating stuff though, it just causes developer busy work with no additional value.
One approach to prevent being hit by "stack rot" is to build everything on top of plain Linux VMs. Those rarely change.
So you either:
1) postpone all your updates for years until a bad CVE hits and you need to update or some application goes end of life and you’re screwed because updating becomes a massive exercise
2) do regular updates and patches to the entire stack, including Linux, in which case, you’re in the same position you were before with running on the stack rot treadmill
So you might’ve moved the rot to a different place, but I don’t know if you’ve reduced any of it. I’ve owned stuff deployed off of vanilla VMs and I actually found it harder to maintain because everything was a one-off.
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,…
IMHO I think Microsoft is a lot closer in terms of creating a real business around AI because they understand Enterprise customers. In fact they were first to offer private OpenAI deployments with AuthN/AuthZ that you could drop in your own VPC and the ability to handle sensitive data while everyone else was handing out API keys off a public endpoint like a startup. Don't get me wrong Google has had some okay technology (i.e. Gemini 2.5 is middle of the pack) but they seem like a very consumer-oriented company and don't seem to know how to market them.
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If they actually incentivized a group to support stability and continuity among enterprise customers, they would probably be able to diversify their revenue away from ads. Microsoft understands this…
The real sick thing is it doesn't matter, right? Like we're commenting on an article about how they won the day yesterday and Cloud revenue continues to skyrocket. To be clear, I agree with you, and am puzzled by the lack of consequences from the real world for the stuff I saw. But that was always the mystery of Google to me, in a nutshell: How can we keep getting away with this?
A large part of that is the Google-are-super-geniuses PR effort. Anyone pointing out that Google's products don't reflect this to their boss faces having their own credibility reduced instead.