261–270 of 402 posts
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Until the day comes that they properly break out the financials you, nor the other poster have any idea as to what the numbers are.
And if AI was making lots of money they’d break it out and proudly display it in their financials on its own.
The best part is that it’ll all run on your device, instead of siphoning off your data to the provider. Local first AI. I think the creatives will also turn around their seething hatred of AI for Apple AI because they use more ethical training data and it feels more like they own their AI, no one’s charging them a subscription fee to use it and then using their private data for training.
Why do you think "creatives" have a "seething hatred of AI"?
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And if AI was making lots of money they’d break it out and proudly display it in their financials on its own.
They can't break it out because it is embedded in other services. But to quote: > Overall, we’re seeing our AI investments and infrastructure drive revenue and growth across the board. and > Revenue from AI solutions built by our partners increased nearly 300% year-over-year, and commitments from our top 15 software partners grew more than 16X year-over-year. https://blog.google/company-news/inside-google/message-ceo…
Lmao don’t talk about subjects you clearly are not an expert in.
The only real metric one can use to gauge new investment is the marginal ROIC. Which is very noisy to say the least.
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People get hung up on bad optimization. It you are the working at sufficiently large scale, yes, thinking about bytes might be a good use of your time. But most likely, it's not. At a system level we don't want people to do that. It's a waste of resources. Making a virtue out of it is bad, unless you care more about bytes than humans.
These bytes are human lives. The bytes and the CPU cycles translate to software that takes longer to run, that is more frustrating, that makes people accomplish less in longer time than they could, or should. Take too much, and you prevent them from using other software in parallel, compounding the problem. Or you're forcing them to upgrade hardware early, taking away money they could better spend in different areas…
Earlier quoted context omitted.
They can't break it out because it is embedded in other services. But to quote: > Overall, we’re seeing our AI investments and infrastructure drive revenue and growth across the board. and > Revenue from AI solutions built by our partners increased nearly 300% year-over-year, and commitments from our top 15 software partners grew more than 16X year-over-year. https://blog.google/company-news/inside-google/message-ceo…
No they choose not to break it out because under accounting principles you can get away with it. Lmao don’t talk about subjects you clearly are not an expert in. The only real metric one can use to gauge new investment is the marginal ROIC. Which is very noisy to say the least.
So as I said: Google made around $20B in profit on 2025 Q4 which includes AI search.
Both revenue and profit grew with the introduction of AI search.
So where exactly is this big loss you speak so confidently of?
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No they choose not to break it out because under accounting principles you can get away with it. Lmao don’t talk about subjects you clearly are not an expert in. The only real metric one can use to gauge new investment is the marginal ROIC. Which is very noisy to say the least.
Ok.. So as I said: Google made around $20B in profit on 2025 Q4 which includes AI search. Both revenue and profit grew with the introduction of AI search. So where exactly is this big loss you speak so confidently of?
“Until the day comes that they properly break out the financials you, nor the other poster have any idea as to what the numbers are.”
Until one of the private firms goes public nobody has a clean view of what the financials of a model business look like.
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~25% of Apple's revenue came from services in FY25 (and 50% from iPhone, ~25% from other hardware). They made $415B in that year, so ~$100B from services alone!
Services revenue is mostly just 30% from App Store Sales. This means every time a user clicks a pro account for ChatGPT or Claude on their phone, Apple makes more money than they could make with a self deployed model.
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~25% of Apple's revenue came from services in FY25 (and 50% from iPhone, ~25% from other hardware). They made $415B in that year, so ~$100B from services alone!
Services revenue is mostly just 30% from App Store Sales. This means every time a user clicks a pro account for ChatGPT or Claude on their phone, Apple makes more money than they could make with a self deployed model.
But services revenue is:
- their 36% share of Google Ads for being default search engine, about $21 billion/year of pure profit
- their IAP fees, court testimony reveals 75% profit margin
- their first-party subscriptions, there's an antitrust about iCloud that alleges 52% of iPhone users are on paid plans and that the profit margins are 80-ish percent!
https://9to5mac.com/2026/03/19/report-apple-made-roughly-900...
I hope they can at least fix this, as I really only use it as a hands-free system while driving.
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Why do you think "creatives" have a "seething hatred of AI"?
Have you talked to an artist like a musician, an illustrator or a web designer about AI? It's ripping off their work without credit and making them unemployable.