Earlier quoted context omitted.
I disagree. Google is one of the few parties that can monetize AI because Google has a massive moat in the form of their products: gmail, chrome, photos, search, etc... and Google already has the custom-built chips and datacenters. Google spending money on competing head to head with your LLMs is a waste of money for Google. If anthropic wins, Google copies their approach, buys anthropic for cheap or both. All the in…
In retrospect this is very similar to the Apple strategy: don’t invest heavily in doing something that isn’t already a core competency, position for novel uses of the tech but don’t build it per se. Apple probably would have benefitted in the last 4 quarters from hyping a custom model stack but it doesn’t seem that this strategy paid off to even close to 20% ROI while Apple got to hold their cash and organizational f…
“Heavily” it’s a high bar at their scale. They spent over $10bn playing with cars.