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How about focus on keeping up with anthropic and openai. Less talk and more work. As a google shareholder I am really disappointed by their performance lately.

qurren 2mo ago
> 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.
RazorBucksICO 2mo ago
Microsoft is IBM. Google is Microsoft. OpenAI is Google. Apple is Apple.
DennisP 2mo ago
As a biological human I am glad that Google is applying AI to biodefense.
Onavo 2mo ago
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.
- ACCount37 2mo ago
  Anthropic is the company that makes the most noise about AI safety, in all the good and bad ways. While being THE frontier model player to watch. They got way less resources than OpenAI. They don't have the infinite compute or the biggest userbase. And they still punch way above their weight with just about every release.
mchusma 2mo ago
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.
- derektank 2mo ago
  Yeah, I would be curious to know what kind of returns they’re seeing from Isomorphic labs given AlphaFold itself is publicly available. From what I’ve read, the deals they’ve reached with the major Pharma companies could result in billions in returns, but they come as royalties or are tied to performance metrics. It’s going to be hard to know how valuable the investments made in this space will be for probably another decade.
PxldLtd 2mo ago
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.
- xyzzy_plugh 2mo ago
  I agree with you for the most part. However they have been raising a lot of cash, and to do so they took on a ton of debt. It's a totally reasonable investment as long as they are within shooting distance of the market leaders, but the more they lag behind (i.e. the longer it takes for them to release their next model on par with industry leaders) the more hurt they're going to be in. If they can't materialize returns off the tens of billions of dollars they just raised then it will come back to bite them hard. Luckily they have a ton of options (such as selling compute) but it's still not a great look and the market is going to hammer them given the opportunity.
  - estearum 2mo ago
    Strongly disagree. Google (and Apple) need only be near the frontier. Their incredible distribution and integration will propel them far beyond the next marginal billion dollar benchmarkmaxxing.
    - xyzzy_plugh 2mo ago
      I'm saying that. But they're falling further behind day by day. Gemini 3.5 Pro is allegedly months behind. If they can't keep up they're going to be left in the dust.
      - andai 2mo ago
        Their niche is that you get the quality of a Chinese model for the price of an American model.
      - computably 2mo ago
theplumber 2mo ago
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.
Mistletoe 2mo ago
Stock price has almost doubled in the past year and you still aren’t satisfied? This delusional market needs a reckoning. 1Y 86%

qurren 2mo ago

> 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.

RazorBucksICO 2mo ago

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

DennisP 2mo ago

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

Onavo 2mo ago

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.

ACCount37 2mo ago
Anthropic is the company that makes the most noise about AI safety, in all the good and bad ways. While being THE frontier model player to watch. They got way less resources than OpenAI. They don't have the infinite compute or the biggest userbase. And they still punch way above their weight with just about every release.

mchusma 2mo ago

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.

derektank 2mo ago
Yeah, I would be curious to know what kind of returns they’re seeing from Isomorphic labs given AlphaFold itself is publicly available. From what I’ve read, the deals they’ve reached with the major Pharma companies could result in billions in returns, but they come as royalties or are tied to performance metrics. It’s going to be hard to know how valuable the investments made in this space will be for probably another decade.

PxldLtd 2mo ago

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.

xyzzy_plugh 2mo ago
I agree with you for the most part. However they have been raising a lot of cash, and to do so they took on a ton of debt. It's a totally reasonable investment as long as they are within shooting distance of the market leaders, but the more they lag behind (i.e. the longer it takes for them to release their next model on par with industry leaders) the more hurt they're going to be in. If they can't materialize returns off the tens of billions of dollars they just raised then it will come back to bite them hard. Luckily they have a ton of options (such as selling compute) but it's still not a great look and the market is going to hammer them given the opportunity.
- estearum 2mo ago
  Strongly disagree. Google (and Apple) need only be near the frontier. Their incredible distribution and integration will propel them far beyond the next marginal billion dollar benchmarkmaxxing.
  - xyzzy_plugh 2mo ago
    I'm saying that. But they're falling further behind day by day. Gemini 3.5 Pro is allegedly months behind. If they can't keep up they're going to be left in the dust.
    - andai 2mo ago
      Their niche is that you get the quality of a Chinese model for the price of an American model.
    - computably 2mo ago

theplumber 2mo ago

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.

Mistletoe 2mo ago

Stock price has almost doubled in the past year and you still aren’t satisfied? This delusional market needs a reckoning. 1Y 86%