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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

#21

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

Yep. They can make every mistake imaginable and not work as hard but still win. It’s the power of concentrated capital and monopolistic behavior and what people call “moats” but really is just an unfair advantage. Why should Google or Apple be allowed to copy everyone’s AI tech and just win because of distribution through Chrome or iPhones?

We need new antitrust laws and heavy taxes just on the megacorps worth $500B or more. And aggressive enforcement.

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

#22
post #20
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.

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.

Microsoft - doing fine

Netscape - dead (server) and/or dying (Mozilla)

Intel - almost dead

Palm - dead

Qualcomm - still around

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

#23

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

Yep. They can make every mistake imaginable and not work as hard but still win. It’s the power of concentrated capital and monopolistic behavior and what people call “moats” but really is just an unfair advantage. Why should Google or Apple be allowed to copy everyone’s AI tech and just win because of distribution through Chrome or iPhones? We need new antitrust laws and heavy taxes just on the megacorps worth $500B…

What AI tech did Google just copy?

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

#24
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 more concern with how they make scam much less detectable.

You can hyper-target your ad or scam to vulnerable individual.

Unlike traditional media, like newspaper, you can post an ad with no visibility outside your target group -- which is hard to discover.

The report button is just some generic "second look" and automation within the same organization, there are no oversight.

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

#25
post #16

Earlier quoted context omitted.

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

Right, and Google owns 25% of the hardware.

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

#26

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

Collectively we have the power to do something about it if enough people care to. It's called democratic socialism.

https://www.dsausa.org/

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

#27
post #20

Earlier quoted context omitted.

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.

Microsoft - doing fine Netscape - dead (server) and/or dying (Mozilla) Intel - almost dead Palm - dead Qualcomm - still around

INTC shot up >300% in the past 8 months and is now at its highest stock price ever, fwiw.

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

#28

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

Yep. They can make every mistake imaginable and not work as hard but still win. It’s the power of concentrated capital and monopolistic behavior and what people call “moats” but really is just an unfair advantage. Why should Google or Apple be allowed to copy everyone’s AI tech and just win because of distribution through Chrome or iPhones? We need new antitrust laws and heavy taxes just on the megacorps worth $500B…

Not that I'm opposed to new laws, but just having enforcement of the laws we already have would go a long way to fixing the problems.

The problem is how to get to the point where there is enforcement.

It definitely isn't going to happen with Republicans in power, and it also isn't a sure thing with Democrats in power either.

Lina Khan was a good start for a bit there, but she certainly didn't have universal Dem support. Establishment Democrats are going to have to grow a spine and tell the Reid Hoffmanesque donor class to get fucked.

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

#29
post #20
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.

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.

The glass-in-the-ground people went spectacularly broke. I also suggest you look up the stock price chart for JDSU. On the software side, Ariba and Commerce One.

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

#30
post #20

Earlier quoted context omitted.

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.

Microsoft - doing fine Netscape - dead (server) and/or dying (Mozilla) Intel - almost dead Palm - dead Qualcomm - still around

I guess Netscape counts. Palm produced devices, so it was not really picks&shovels.

Who else? Borland quietly withered away, but it had never been focused on tools specifically for the Internet.

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