Someone who has spent $100M+ on Google Ads explained to me that Google is doing everything possible to juice their revenue right now, in ways they've never seen before. Seems like two things 1) Google is losing at AI and Sundar wants to mask this 2) AI is going to destroy their ad business and they want to get while the getting is good.
I think the 3.8 Flash release shows they are doing just fine at AI. Unlike OpenAI and Anthropomorphic, Google doesn’t have to release new models to capture VC sentiment every three months. They have the hardware, data and money. And when they release a model it’s very good. Now their product strategy however…
But what I see and hear from technical consumers, businesses, and govts is that they would prefer their data stay local, and like the idea of edge compute being used for AI.
Claude/OpenAI's direction with their Apps enabling deeper integration is a good direction, but the trust with data is still a growing concern. OpenAI's math actions on the NS problem degrades their reputation a lot.