I thought it was strange that I hadn't heard of this...apparently it's widely agreed that it's a conspiracy theory started by Russia and then amplified by China.

This is short-sighted IMO, I bet money that once the dust settles with the current LLM-boom that Google will still be around and pioneering in AI across the board. They aren't locked in to Nvidia, they have world class research, they aren't bogged down with VC returns or upcoming IPOs.

I actually think a reasonable strategy of Google is to focus on biotech, where the demand for compute is infinite, and focus on cost effective solutions with really good search for other verticals (eg legal, accounting, etc), and offer loss leaders in coding to undercut Anthropic/openai, with “cheap just behind the frontier” models.

They are not really doing this, but it makes sense to me.

As a biological human I am glad that Google is applying AI to biodefense.

Google is the AOL of the old days. They can’t compete with OpenAI and Claude. They are a search company and AI is eating search. Look at Stackoverlow for a hint where Google is heading to.

> Less talk and more work.

> As a google shareholder

How about you do some work? The world needs less armchair bosses and more do-ers.

Stock price has almost doubled in the past year and you still aren’t satisfied? This delusional market needs a reckoning.

1Y 86%

Microsoft is IBM. Google is Microsoft. OpenAI is Google. Apple is Apple.

I agree, it's the old academia play. When they can't innovate on the model work, they make a lot of noise about AI safety, gatekeeping, humanity extinction etc.