Expect this project to be cancelled. Google is in layoff mode.
Because do you see what's happened here? Whatever interesting discussion there might have been to be had on this project has now been smothered by the top-voted comment being just a tired repetition of the same "Google kills products, hehe, hehe" echo chamber. (I don't know if there really is that much discussion to be had on the actual topic of the post, but it should at least get a chance!)
Source: I work at Google
For how much longer? Stadia devs sure thought they were in for the long haul.
Nobody at the company is tasked with actually working on it, the creator often no longer works at there, the team that built it often either no longer works there or has moved to another team that does something entirely different.
After a few years, they officially axe it, and it gets added by the KilledByGoogle list; but it was clearly already dead and shuffling around like a zombie.
The big worry is Google Cloud Services, which lose huge amounts of money. Google Stadia already shut down.
I just hope Waymo survives. It's close to working, but nowhere near profitability.
[1] https://en.wikipedia.org/wiki/List_of_Google_products#Discon...
Search is going to be driven to zero profit, and that's going to cripple Google.
Literally everyone is empowered to build better products than Google search. And Microsoft / OpenAI will subsidize it, laughing all the way to the bottom. It'll completely poison 50% of all the money Google can make.
Google had two decades to ensure they were safe, and stuff like Killed By Google / Project Sunroof is all they've got to show for what their product culture can build.
Google is going to try really hard to reinvent themselves, but they haven't accomplished anything along that front in the last two decades. I wouldn't bet on that magic happening overnight. Their founders have been absent and their leadership has been coasting. The picture is clear as day.
Google's done. Google got checkmated hard.
So many people are sleeping on something bigger than the internet itself. This is huge. Pay attention.
Google should be scared to death. They're in a precarious position and ripe for disruption. Even adapting to the new world order puts their primary revenue stream at risk.
Think about it and then think about how you might be able to take advantage of this. Fortunes unlike any before are about to be made.
Cool, but can you give some concrete examples so it doesn't sound like you're being extremely hyperbolic?
> Even adapting to the new world order puts their primary revenue stream at risk.
Even if Bing and Google end up having similar LLM chat capabilities with Bing being first to deliver, would it be enough to get Google users to move to Bing?
The current business models need to be more than being able to converse with a chatbot. Ads will still need to be integrated and they might come off a lot worse when integrated into a conversation. It's definitely interesting times but I don't see how it's a new world order yet.
Google is hampered in that they have a lot to risk. They're a big lawsuit target that can't go around wildly violating copyright and subjecting the world to dangerously, convincingly confident BS.
But make no mistake - they are world leaders in AI, they have their best engineers working on it, they beat everyone to the punch with a high performing LLM amongst a mountain of other AI advances, and they recognize the threat to their business model. You're kidding yourself if you think otherwise.
It doesn't matter that Google was the Bell Labs of its time or that it was first and best at AI. Bell Labs also got sunk by disruption despite being the best in the world.
Google was also best at cloud once upon a time (Borg/k8s/spanner/...), and you saw what happened there. This is looking like a repeat.
I'll also give it 24-36 months to play out.
It's too early for me to start buying puts, but I'm very eager to start. It's not just my investment thesis, but my worldview.