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Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

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Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#131

Post by overfeed »

sjs382 wrote: post #87
hypeatei wrote: post #47

Earlier quoted context omitted.

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…

> The safest investment you can make in this AI race is Alphabet. From the technical/talent/funding side, I agree with you. With Alphabet, the real risk is that they lose interest/focus and kill (or pivot) products early. I don't really see that happening in the short term (considering the hype/investments/cash around AI) but maybe in the medium to long term if things start to get stale. Even with that risk though, I…

The chances of Alphabet losing interest in AI are vanishingly small. Google (pre-Alphabet remaming) was the AI company before AI companies were called that.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#132

Post by jasonthorsness »

shubhamjain wrote: post #31

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,…

Money alone cannot win the race; it will require a strong vision, courage, and luck. OpenAI and XAI and Anthropic (though underfunded) seem to lead in those factors so far.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#133

Post by misiti3780 »

shubhamjain wrote: post #31

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 have been saying the exact same thing for a while

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#134

Post by lelanthran »

shubhamjain wrote: post #31

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,…

> This is one of the reasons I believe Google will ultimately win the AI race once the VC funding tap runs dry.

They've already successfully monetised their chatbot (Gemini)[1] while all the others are still wondering how to get there.

-------------------

[1] I've got about 15 - 20 additions to the settings to prefix all chats with "don't show me video links", but apparently the "show youtube link" is at the system layer and cannot be overridden at all.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#135

Post by overfeed »

candiddevmike wrote: post #78
JCM9 wrote: post #4

Impressive results. Microsoft also reported strong cloud growth yesterday. Amazon reports today. AWS has been slipping and at current growth rates would slip to the number 2 cloud provider in a few years time… let’s see if that trend holds true today.

IMO, if Microsoft and Google are gaining this much, AWS is losing customers and mindshare. I'm not saying they probably won't report growth, but I doubt it's going to be the same as MSFT and GOOG.

Alternatively, with so much money being poured into "AI", the size of the entire cloud pie is growing. Everyone and their uncle are deploying AI, but no one does on-prem anymore - all that money has to go somewhere.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#136

Post by Esophagus4 »

mg wrote: post #97
Esophagus4 wrote: post #68

Earlier quoted context omitted.

Unfortunately the software deployed on top of them will. 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 trea…

RedShift1 complains that GCP is "deprecating stuff". I wouldn't put doing regular updates in the same problem category as having to deal with part of your stack disappearing. To me "I wish they would stop deprecating stuff" sounds like any part of the stack has something like a 1% or even 10% chance in any given year to be shut off. I would expect that by carefully choosing your stack from open source software in the…

Fair - I’m not very experienced with GCP, but I’ve seen AWS keep the deprecation treadmill moving as well.

In general, if I’m going to be maintaining stuff, I guess I’d rather be maintaining cloud than like… old Solaris or something.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#137

Post by xnx »

whynotminot wrote: post #62
BoredPositron wrote: post #59

Earlier quoted context omitted.

It's not that easy. Tim is probably rubbing his hands until he can bring anthropic under the apple umbrella.

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.

> why would Amazon let that happen?

Google too. Google owns 14%.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#138

Post by seattleeng »

raw_anon_1111 wrote: post #124
dangus wrote: post #85

Earlier quoted context omitted.

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…

So they’ll just die when Google has a seamless AI-first mobile experience where consumers just ask their Pixel to do X and it happens. Disruption comes for everyone, hardware isnt a moat

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#139

Post by rightbyte »

garbthetill wrote: post #100
shubhamjain wrote: post #31

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,…

idk google is so flaky, one must not forget that they had the llm concept first and couldnt really materialize it into anything commercial until chat gpt came around. Google often could dominate a market, yet they kill the product/tech instead of keeping a small team to maintain it. I think the winner will be between xai or meta, im leaning more with xai since elon seems to always have 100% conviction even with seemi…

> they had the llm concept first and couldnt really materialize it into anything commercial until chat gpt came around.

Wasn't the "fuzzy search" that ignored keywords run by some sort of LLM? I.e. "lady gaga age" would return documents with "lady gaga old" etc.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#140

Post by raw_anon_1111 »

seattleeng wrote: post #138
raw_anon_1111 wrote: post #124

Earlier quoted context omitted.

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…

So they’ll just die when Google has a seamless AI-first mobile experience where consumers just ask their Pixel to do X and it happens. Disruption comes for everyone, hardware isnt a moat

The issue is that Android won’t have an AI first experience where you depend on local inference because most Android phones being sold are cheap crappy devices and Android users don’t monetize.

But there is much more to a phone than “just doing stuff agentically”. Either way, you give way too much credit for Google to ever make a good end user product and be able to sell it. Google’s sells of pixels for a year are about the same number Apple sells in three weeks.

Apple’s hardware/ecosystem has been a most for 50 years.

Also Google is non existent in the country that has 1/5 of the worlds population.

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