121–130 of 179 posts
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.
> it works well for what we use it How do you handle the slow console?
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NVIDIA also seems like a risky bet because Google has their own chips R&D. It's not just another data center buying NVIDIA's GPUs. BTW Apple is following suit regarding chips, don't know if at some point Apple will offer any cloud service or continue to work on their ecosystem only. Beyond that there are a lot of new chip companies attacking the market: https://news.ycombinator.com/item?id=45686790
While Google has their own chips, they don't really have the market power there to buy up bleeding-edge manufacturing capacity. Apple on the other hand... (though they're behind in other regards)
I don't see a natural monopoly anymore.
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,…
Sarcasm, of course, for those who didn’t catch it - it’s hard to make jokes online.
Google has so much cash from other services…
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Might have missed the boat on that. 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.
I wouldn’t be surprised if Apple eventually decides that AI isn’t even a market worth existing in beyond some basic on-device tools. They might say, have fun making single digit or negative profit margins on AI, we’ll sell subscriptions and iPhones and extended warranties.
It makes no sense for Apple to waste money on having their own LLM when they are becoming commoditized - just chose the one that will give them the best deal.
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It's not really impressive to me in absolute terms that GCP grew by 34% because it's still in last place behind Azure. I worked with all three major CSPs at a past company and Google, by far, had the worst support, the worst network, the most issues, and at the same time they were the least willing to build custom features for us while Azure and AWS would constantly fight for our business. IMHO I think Microsoft is a…
I build tools for our security teams, I guarantee you the only reason we use Microsoft Azure is corporate deals. All the critical infrastructure is on AWS (including our Azure monitoring tools), and if we could move from Azure to GCP all our security experts would be happy (except maybe the red team members whose job would be harder)
Google loses on all of those fronts.
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I've been a GCP consultant for close to a decade now. Google messed up big time lagging behind in AI - they just kept increasing prices in other products for about 5 years straight (CDN, for example) and did nothing to productize AI. I'm of the belief that ChatGPT should've been their pilot project. What they have now (AI mode) in Google should've been there well before ChatGPT. But, all that aside, you know what the…
I think App Engine was really ahead of its time in showing how simple cloud deployments can be. It had a similar ease of use as setting up a YouTube account. For that reason, a lot of people thought of it as a toy, which was kind of unfair because companies like Niantic were able to build global products on it. So a lot of Google Cloud afterward ended up being designed to be more "normal" like how Amazon is. Now peop…
> Google’s search business generated $56.56 billion in revenue — up 15% from the prior year. So, "search revenue" means ads, right? So with youtube ads, 66B out of 100B revenue is from advertising? In other words Alphabet is still an advertising company first, and foremost?
the percentage of revenue due to ads is definitely lower than say last decade. by 2050 I expect the super majority of revenue to be non-ads.
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,…
Tangentially, it's sad to see AI become yet another attention factory. Sora 2 is OAI trying to get the jump on this, but I think it's quite likely that they'll get clobbered by Google and Meta when those companies start juicing their users attention in the same way - they have the ad buyers and the infrastructure for that business already, it's literally how they've made money this whole time.
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I wouldn’t be surprised if Apple eventually decides that AI isn’t even a market worth existing in beyond some basic on-device tools. They might say, have fun making single digit or negative profit margins on AI, we’ll sell subscriptions and iPhones and extended warranties.
All reports are that Apple isn’t really focusing on building their own server side models and is mostly just going to be a platform for other companies to fight over just like they said they don’t pay OpenAI anything for the current integration and Google pays them $20B+ a year to be the default search engine. It makes no sense for Apple to waste money on having their own LLM when they are becoming commoditized - jus…
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I've been a GCP consultant for close to a decade now. Google messed up big time lagging behind in AI - they just kept increasing prices in other products for about 5 years straight (CDN, for example) and did nothing to productize AI. I'm of the belief that ChatGPT should've been their pilot project. What they have now (AI mode) in Google should've been there well before ChatGPT. But, all that aside, you know what the…
I think App Engine was really ahead of its time in showing how simple cloud deployments can be. It had a similar ease of use as setting up a YouTube account. For that reason, a lot of people thought of it as a toy, which was kind of unfair because companies like Niantic were able to build global products on it. So a lot of Google Cloud afterward ended up being designed to be more "normal" like how Amazon is. Now peop…
"Normal" is what most of us want.