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Crazy you think that the company who invests the most in AI won’t retain any value in the transition to the space.

People forget. Who owns kaggle, who owns Google collab. Boggles my mind that people think a few AI upshot’s are going to reap all the value. Having a good AI companion that’s integrated into all your suite of tools. That’s the peak.

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> Crazy you think that the company who invests the most in AI won’t retain any value in the transition to the space.

They’ll obviously retain some value. Google can integrate more easily and seamlessly with things people are using but that’s a competitive advantage not a moat.

Google’s trajectory has been from innovative market maker, to dominant market leader, to megacorp that has a strong established position that keeps them competitive and relevant, to legacy provider, to kind of irrelevant.

Google’s still strong and significant but every day they are less so.

Google colab is ludicrously underfunded, I’m shocked it’s stuck around for so long in the AI space. Tried Gradient recently and it’s like night and day. I can’t imagine how hard it must be to be on the colab team, knowing what features devs want/need and not being able to deliver because the org priorities are whack

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