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Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

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Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#11
post #4

Whenever I read about how powerful these companies are, it sends chills down my spine.

AdSense is the one that people underestimate. It's a piranha pool of liquid cash, billions-scale impressions and near global outreach. Any sane nation would have banned it decades ago, unless it was propping up a global influence campaign for their government.

> Any sane nation would have banned it decades ago

Why?

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#12
post #4

Whenever I read about how powerful these companies are, it sends chills down my spine.

AdSense is the one that people underestimate. It's a piranha pool of liquid cash, billions-scale impressions and near global outreach. Any sane nation would have banned it decades ago, unless it was propping up a global influence campaign for their government.

I am deeply saddened that it was developed by the hero of modern rendering, Eric Veach.

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#13

I’ve always thought “man it would have been a great job selling shovels and pickaxes during the gold rush” back in the day.” I know, I know, it’s really hard having these insights. We all have our crosses to bear.

The "picks and shovels" people from the dotcom days all went broke. The stuff they had convinced themselves and their investors was crucial turned out to be not important.

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#14
post #4

Earlier quoted context omitted.

AdSense is the one that people underestimate. It's a piranha pool of liquid cash, billions-scale impressions and near global outreach. Any sane nation would have banned it decades ago, unless it was propping up a global influence campaign for their government.

> Any sane nation would have banned it decades ago Why?

[dead]

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#15
post #13

I’ve always thought “man it would have been a great job selling shovels and pickaxes during the gold rush” back in the day.” I know, I know, it’s really hard having these insights. We all have our crosses to bear.

The "picks and shovels" people from the dotcom days all went broke. The stuff they had convinced themselves and their investors was crucial turned out to be not important.

Working out for nvidia right now

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#16
post #13

Earlier quoted context omitted.

The "picks and shovels" people from the dotcom days all went broke. The stuff they had convinced themselves and their investors was crucial turned out to be not important.

Working out for nvidia right now

Hardware is important to operation of computers and software as we know them

A bunch of config management DSL startups, and web scale data storage solutions, not so much

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#17
post #4

Earlier quoted context omitted.

AdSense is the one that people underestimate. It's a piranha pool of liquid cash, billions-scale impressions and near global outreach. Any sane nation would have banned it decades ago, unless it was propping up a global influence campaign for their government.

> Any sane nation would have banned it decades ago Why?

AdSense uses a sealed-bid auction system with arbitrary number of lots that Google controls. It's a FOMO market driven by artificial scarcity, and since Google contractually forbids AdSense-enabled websites from using competing services, it forces ad buyers to go through their closed, controlled system.

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#19
post #4

Earlier quoted context omitted.

AdSense is the one that people underestimate. It's a piranha pool of liquid cash, billions-scale impressions and near global outreach. Any sane nation would have banned it decades ago, unless it was propping up a global influence campaign for their government.

> Any sane nation would have banned it decades ago Why?

Google owns 92% of all "URL bars".

They turned this into "search".

Every brand or product has to competitively bid for its own identity in a monopoly competitive bidding market.

It's downright evil.

Look at Google's AI rivals having to spend hundreds of millions just so customers can find them. Google Anthropic or OpenAI and see what you get.

The next admin needs to break Google up horizontally (not vertically) into competing browsers, clouds, and search products. They all need to fight. Healthy capitalism is fiercely competitive. Not whatever this invasive species that preys on everything else is.

They also need to make it illegal to place ads for registered trademarks. The EU should get in on that too.

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#20
post #13

I’ve always thought “man it would have been a great job selling shovels and pickaxes during the gold rush” back in the day.” I know, I know, it’s really hard having these insights. We all have our crosses to bear.

The "picks and shovels" people from the dotcom days all went broke. The stuff they had convinced themselves and their investors was crucial turned out to be not important.

Cisco is doing great. Sun got acquired by Oracle. Oracle itself is also fine (apart from it is Oracle). Akamai is doing fine.

From the pure software side, Macromedia got acquired. RedHat was doing fine before IBM gobbled it up. But I honestly can't remember any other "picks and shovels" software companies from pre-dotcom.

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