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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%

#171

Post by 1vuio0pswjnm7 »

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,…

"They already operate the world's largest and (profitable) information index, they design their own chips, and employ the best engineers who know how to deliver massive systems cost-effectively."

https://www.sec.gov/Archives/edgar/data/1652044/000165204425...

"Nature of Operations

Google was incorporated in California in September 1998 and re-incorporated in the State of Delaware in August 2003. In 2015, we implemented a holding company reorganization, and as a result, Alphabet Inc. ("Alphabet") became the successor issuer to Google.

We generate revenues by delivering relevant, cost-effective online advertising; cloud-based solutions that provide enterprise customers of all sizes with infrastructure, platform services, and applications; sales of other products and services, such as fees received for subscription-based products, apps and in-app purchases, and devices."

Would "(profitable) information index" be included in (a) "online advertising" (b) "cloud-based solutions" or (c) "sales of other products and services"

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

#172

Post by neya »

jart wrote: post #113
neya wrote: post #103

Earlier quoted context omitted.

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…

I totally second this. AppEngine was way ahead of its time. I used it for all my projects back then. The only reason I stopped using it for clients because even internal Google employees had no idea when the plug might be pulled out on AppEngine. AppEngine supported Elixir far earlier than anyone else (Elixir is my main go-to stack)

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

#173

Post by mvdtnz »

1vuio0pswjnm7 wrote: post #171
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,…

"They already operate the world's largest and (profitable) information index, they design their own chips, and employ the best engineers who know how to deliver massive systems cost-effectively." https://www.sec.gov/Archives/edgar/data/1652044/000165204425... "Nature of Operations Google was incorporated in California in September 1998 and re-incorporated in the State of Delaware in August 2003. In 2015, we implement…

It's hard to understand what point you're trying to make with your weird quoting. Can you elaborate in a straightforward way?

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

#174

Post by 1vuio0pswjnm7 »

1vuio0pswjnm7 wrote: post #171
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,…

"They already operate the world's largest and (profitable) information index, they design their own chips, and employ the best engineers who know how to deliver massive systems cost-effectively." https://www.sec.gov/Archives/edgar/data/1652044/000165204425... "Nature of Operations Google was incorporated in California in September 1998 and re-incorporated in the State of Delaware in August 2003. In 2015, we implement…

HN comment claims Alphabet operates (profitable) information index

But Alphabet SEC filing discloses its revenue-generating operations are (a) online advertising delivery, (b) cloud-based solutions and (c) sales of other products and services

US law requires the statements in Alphabet's disclosure to be accurate, not misleading

Nothing requires statements in HN comments to be accurate, not misleading

What is "(profitable) information index"

Is it part of (a) online advertising delivery, b) cloud-based solutions or (c) sales of other products and services

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

#175

Post by spwa4 »

keeda wrote: post #161
jart wrote: post #113

Earlier quoted context omitted.

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…

App Engine was the OG serverless before "serverless" was even a term: https://trends.google.com/trends/explore?date=all&geo=US&q=s...

C and Perl CGI, and later PHP, would like a word ...

(CGI is a webserver starting a binary in response to a web request, essentially piping the request into stdin and sending stdout back to the client, in some ways it's brilliantly simple and very unix-y)

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

#176

Post by spwa4 »

sigmar wrote: post #117
ryandvm wrote: post #98

Earlier quoted context omitted.

Google has the resources to win AI, but I still don't see a way to resolve the tension between good AI and ad revenue. A useful AI tells me what I need to know, but Google's cash cow is selling users to advertisers. Those are fundamentally oppositional and I don't see a clear way to resolve it. Google can kick ass in AI all day, but soon Gemini is going to be saying shit like, "it sounds like your air conditioner is…

>maybe you should call Clearwater HVAC Wouldn't one possible solution be just adding a sidebar with ads for products/services relevant to the current topic? They don't need to change the model output to have ads. (Not advocating for ads, just pointing out there's lots of ways to deliver ads)

How is that going to work when

1) any time a model is improved, the improvements are not spectacular (anymore), and it takes less than 9 months for the performance to be reproduced by a 2) the big target for ads is becoming phones, and specifically tiktok advertisements, to the point that lots of people don't even use computers anymore for online purchases?

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

#177

Post by keeda »

spwa4 wrote: post #175
keeda wrote: post #161

Earlier quoted context omitted.

App Engine was the OG serverless before "serverless" was even a term: https://trends.google.com/trends/explore?date=all&geo=US&q=s...

C and Perl CGI, and later PHP, would like a word ... (CGI is a webserver starting a binary in response to a web request, essentially piping the request into stdin and sending stdout back to the client, in some ways it's brilliantly simple and very unix-y)

Oh in terms of coding, definitely other simple options existed. But you still had to go through the work of provisioning a server, deploying your code to it, and then getting a public IP address and a domain name before you could access it. I meant in terms of going from "0 to Cloud", GAE was ahead of its time.

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

#178

Post by spwa4 »

keeda wrote: post #177
spwa4 wrote: post #175

Earlier quoted context omitted.

C and Perl CGI, and later PHP, would like a word ... (CGI is a webserver starting a binary in response to a web request, essentially piping the request into stdin and sending stdout back to the client, in some ways it's brilliantly simple and very unix-y)

Oh in terms of coding, definitely other simple options existed. But you still had to go through the work of provisioning a server, deploying your code to it, and then getting a public IP address and a domain name before you could access it. I meant in terms of going from "0 to Cloud", GAE was ahead of its time.

Most ISPs let you host CGI and later PHP files on your account, to encourage people to make websites. A guestbook, for example. For a while this was really popular.

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

#179

Post by keeda »

spwa4 wrote: post #178
keeda wrote: post #177

Earlier quoted context omitted.

Oh in terms of coding, definitely other simple options existed. But you still had to go through the work of provisioning a server, deploying your code to it, and then getting a public IP address and a domain name before you could access it. I meant in terms of going from "0 to Cloud", GAE was ahead of its time.

Most ISPs let you host CGI and later PHP files on your account, to encourage people to make websites. A guestbook, for example. For a while this was really popular.

Oooh, that's interesting, I was not aware of that!
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