461–470 of 989 posts
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I give it a 51% chance of Discovery Loop being acquired by Google
They are already partially funded by Google.
> Lastly, after an incredible 27-year run, Jeff Dean is at a moment where he wants to try something new, and we’re excited to support him in that. Jeff and Google Senior Fellow Sanjay Ghemawat are launching an independent public benefit corporation to accelerate discoveries in ML, science, and engineering. Oof. Good for Jeff and Sanjay (who just joined Twitter), bu that is a big loss for Google. Google stock is down…
For at least a year now the standard reflexive reply to “Google seems way behind OAI and Anthropic” has been “it’ll be ok, they’ve got Dean and Hassabis.” And now they don’t. What reason is there to be bullish about Google now?
Conversely, AI is just a means to an end for Google - they don't need for their model to be the one to succeed. But, in contrast to the other major company in their position Apple, they do have a model, so they're not totally beholden to another for AI (like Apple is using Gemini!).
But beyond that, for training the model they have YouTube, and of course they have their crawler and index, and the billions of users.
I think HN skews coding agent focused, but that's not really a market for Google. I expect we will have coding specific models in the future, but Google wants a more general intelligence, to handle search queries, be able to connect email to chat to calendar and tasks, and so on. I don't find Gemini that much worse than the other big models for non-coding things.
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Their entire business is predicated on search dominance, which is now on much shakier footing. Agreed that those comments were ridiculous pre-ChatGPT, but now they have a genuine challenger.
This take only makes sense if you don’t know what people use Google search for. If you’re looking for your local Ford dealership, or to book a Carnival cruise, or need a disability lawyer, or to refinance your credit card debt, you’re searching for an ad. You’re not using Chat-GPT for that. You’re asking Chat-GPT about a research project. It’s stealing away all the hard to monetize searches and leaving the incredibly…
I personally like google over asking an AI. Esp. since something like google is a substrate without which an AI would be far more prone to hallucinations.
So, in last several months, all the prominent names Google lost: Demis Hassabis (technically still with google but these things are usually presented with a spin), Jeff Dean, Sanjay Ghemawat, Oriol Vinyals, Quoc Le, Noam Shazeer, John Jumper, Jonas Adler, Alexander Pritzel, David Silver, Denny Zhou, Fernando Pereira, Alex Turner And all the prominent names Google gained: NULL Combined with no gemini frontier GA relea…
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Their entire business is predicated on search dominance, which is now on much shakier footing. Agreed that those comments were ridiculous pre-ChatGPT, but now they have a genuine challenger.
This take only makes sense if you don’t know what people use Google search for. If you’re looking for your local Ford dealership, or to book a Carnival cruise, or need a disability lawyer, or to refinance your credit card debt, you’re searching for an ad. You’re not using Chat-GPT for that. You’re asking Chat-GPT about a research project. It’s stealing away all the hard to monetize searches and leaving the incredibly…
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Part of me thinks Google's entire problem is crappy internal tooling, not really an anti-innovation environment. Just making a dev take 2x as long to get something done has a bigger effect than you'd think. With LLMs it's more like 10x now because even Gemini doesn't understand Google-internal tooling.
Uh isn’t google known to have the best tooling in the world
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Google will be considered "the new IBM" in 20 years.
People have been saying that for over a decade now, and their business is still going.
> Lastly, after an incredible 27-year run, Jeff Dean is at a moment where he wants to try something new, and we’re excited to support him in that. Jeff and Google Senior Fellow Sanjay Ghemawat are launching an independent public benefit corporation to accelerate discoveries in ML, science, and engineering. Oof. Good for Jeff and Sanjay (who just joined Twitter), bu that is a big loss for Google. Google stock is down…
> Sanjay (who just joined Twitter) Clarification: this comment is saying Sanjay Ghemawat joined Twitter as a user recently (new account @Sanjay_Ghemawat as of July 2026), as opposed to Sanjay working for Twitter the company.
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Their entire business is predicated on search dominance, which is now on much shakier footing. Agreed that those comments were ridiculous pre-ChatGPT, but now they have a genuine challenger.
That’s over half of their business, but they do have some diversification with YouTube, Play Store, and cloud services. Some of their newer efforts like Waymo and AI hosting for Apple could turn into large businesses to make up for any lost search revenue. They also have significant costs to maintain their search revenue, such as $20B a year to Apple alone to make Google the default search engine in Safari. If search…
Curious to see how long that lasts - YouTube and Google Maps were fairly mainstay apps for iPhones for a while, and eventually Apple cut the Maps cord to do their own thing. I don’t know if that’s from an existential concern of “we need to eventually move Maps in-house”, but given the Google of it all I wouldn’t be surprised if Apple is already at least planning on how to do the same with AI once the bulk of the usage evens out i.e. let someone else worry about it now while also getting a read on what rolling their own would feasibly require.