I feel like those articles all look at the wrong aspect: once AI companies are forced to compete on price (i.e. in 6 months), then Google’s TPU is going to be a massive advantage that’s almost impossible for Amazon or Microsoft to replace.
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
#72Earlier quoted context omitted.
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…
There are many valid criticisms of Google, but copying AI tech isn't one of them.
Everything it’s building now - Gemini in its various forms, and all the other AI products - are copies of other products. If they weren’t Google but another startup with the same products, they would be irrelevant and ignored. It’s their capital and anticompetitive practices that let them get away with missteps that no one else can survive.
Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft
#73I feel like those articles all look at the wrong aspect: once AI companies are forced to compete on price (i.e. in 6 months), then Google’s TPU is going to be a massive advantage that’s almost impossible for Amazon or Microsoft to replace.
Amazon has its own hardware in the pipeline, Microsoft would be stupid to not work on one, so best to assume they are at the very least a buyer of such a thing from AMD/Intel.
Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft
#74Whenever 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/
DSA would be a great org if they could fix their foreign policy takes.
Doing the whole "it's both sides, really" thing after Russia invaded Ukraine just makes them look like useful idiots.
Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft
#75Earlier quoted context omitted.
Wait until you learn what governments are.
Governments are companies that have accountability to the public, wherein the public has direct influence over their decisionmaking, unlike regular corporations where people have no influence whatsoever (without lobbying the government to regulate them, anyways). To the extent that governments work against the people, it is largely because people in some countries are collectively very stupid and willingly support su…
oh, yes, Trump famous for being held accountable.
Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft
#76I feel like those articles all look at the wrong aspect: once AI companies are forced to compete on price (i.e. in 6 months), then Google’s TPU is going to be a massive advantage that’s almost impossible for Amazon or Microsoft to replace.
> i.e. in 6 months
Why are Amazon or Microsoft going to be forced to compete on cost in six months?
Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft
#77In a highly competitive markets, consumers win.
Unless that market causes you to lose your job, of course. Or unless you want to buy RAM or a new graphics card. Or unless you are an artist, or a translator, or...
But sure, if you want to buy AI tokens, you win.
Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft
#78Don’t know about catching up to AWS, but given the state of Azure, anyone with enough data center investment should be able to overtake it.
Azure secret juice are Microsoft shops. When you are already into some combination of Office, Windows desktops, Active Directory, .NET, SQL Server, Github Copilot, then Azure feels like the natural cloud transition.
Azure is exceptionally broken though. It only exists for those who don’t want to put all their eggs in the Amazon basket, and because Microsoft has an old relationship with many large enterprises and is good at selling to them. No body is picking azure based on a technical reason as all services are horrific to use.
Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft
#79I feel like those articles all look at the wrong aspect: once AI companies are forced to compete on price (i.e. in 6 months), then Google’s TPU is going to be a massive advantage that’s almost impossible for Amazon or Microsoft to replace.
Amazon has its own hardware in the pipeline, Microsoft would be stupid to not work on one, so best to assume they are at the very least a buyer of such a thing from AMD/Intel.
Microsoft has https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-... already.
Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft
#80I feel like those articles all look at the wrong aspect: once AI companies are forced to compete on price (i.e. in 6 months), then Google’s TPU is going to be a massive advantage that’s almost impossible for Amazon or Microsoft to replace.
> i.e. in 6 months Why are Amazon or Microsoft going to be forced to compete on cost in six months?
If the big cloud players slowly agree to compete on price then that means that OpenAI and Anthropic are suddenly in a much weaker negotiating position.