Wow this is quite a rant.
However Zitron seems to have forgotten that Google exists or makes TPUs. He mentions Google only 10 times in the entire article, always in a minor way.
However Zitron seems to have forgotten that Google exists or makes TPUs. He mentions Google only 10 times in the entire article, always in a minor way.
And Google is an advertising company. Mostly in search, and increasingly dependent on YouTube. Everything else is a net money loser, including Waymo, Gemini etc.
No business is going to run workloads on OCI outside of ones running Oracle. They a They are a way distance fourth in cloud. I’ve been working in cloud consulting for five years including the first three directly at AWS (Professional Services). No one worried about having talking points about competing against Oracle.
Microsoft, Google and Amazon have both internal products that can benefit from inference and cloud hosting.
Google also has GCP and unlike OpenAI who is dependent on VC funding and Oracle who is borrowing money. Google throws off cash like crazy and self funds its infrastructure which is already better than everyone else’s
Only when it comes to their TPUs, and sometimes that one thing may just be the difference to push them over the hump.
Per-token cost-wise, TPUs (& specialized processors in general) will beat GPUs every time. The efficiency difference between the 2 types is never to be ignored, & is likely why they can shotgun it everywhere.
> And Google is an advertising company. Mostly in search, and increasingly dependent on YouTube. Everything else is a net money loser, including Waymo, Gemini etc.
1) Each venture should be treated as a (relatively) isolated vertical slice
2) 9 out of 10 times, a venture just doesn't break even. That's just the nature of the business.