mgh2

Their stock went up w/ Nvidia: https://news.ycombinator.com/item?id=48075500

"Gel" comment

In any activity, once you become better, you start to think you are above everyone else aka you become a d...

Yep, ego is another problem

Except for the "Boy" part being explicitly stated... There is a distinction between safety, discrimination and inclusion.

Not sure why this matters as most pension index funds also include Meta by the same lines... everyone buying into these indexes is complicit, no surprise

This is a good analogy, but not sure where the innovation and customer loyalty will come from.

Not Apple

Unless the next generation avoids it en masse, only leaving niche users like coders and executives pushing down their employee's throats. This usage is not enough to justify ROI on data centers, eventually leading to bankruptcy due to debt, taking down heavily invested Big Tech with it. This is the way.

Patents

values align

Hope they don't ruin the experience and make it delightful for at least some users.

Long dreamed of using map as a treasure/deal hunt, like the Japanese, especially in this economy: https://tinyurl.com/2dlx29eo

Is he under influence?

Source: https://www.youtube.com/watch?v=Bmj2PaxX24E

> Acanthamoeba and other amoeba species have been found in more than 50 percent of US tap water samples.

https://wwwnc.cdc.gov/eid/article/30/4/23-1076_article

1.5-3T conservative projection:

[1] https://www.google.com/search?q=how+much+of+ai+infrastructur...

[2] https://www.reddit.com/r/technology/comments/1qu36ez/the_3_t...

Is there some writing on the wall? In the future if LLMs are more efficient and eventually commoditized, needing less infraestructure to be run (think on-device as chip efficiency increases). Apple can eventually just make their own, and provided they don’t benefit from the Google partnership anymore, who will need a search engine aside from Android and PCs?

Not sure how they will justify zero click to advertisers though, except youtube.

https://www.google.com/search?q=did+google+seach+increase&oq...

Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year.

Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26.

https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...

Nature video https://www.youtube.com/watch?v=EH8kZDc7OLk

Also varies by gender: https://www.bbc.com/news/health-61636805

Sounds like another hype cycle coming...

Ironically, this will hurt their push to increase browser market share, RAM being an advantage: https://web.archive.org/web/20240712092321/https://www.tomsg...

Covid had a similar trend: strong demand and earnings for the "Metaverse" vision... a strong balance sheet doesn't necessarily mean a product is sustainable or ROI efficient