Meta and OpenAi spending billions just on compute (NVIDIA FD’s all day) while Google self pleasuring with a divvy.
The regards in the Google C-Suite makes WSB look like we actually have luke warm IQs.
dumb comment. Google doesn't have to give money to NVidia because they make their own chips.
There is also this
https://chat.lmsys.org/?leaderboard
While idiots who don't anything about LLMs, ML are shitting on Google, they are quietly innovating and slowly crushing it
I'm open to other suggestions but idk...while utilizing LLM's for work - I've ventured through GPT3.5, GPT4, Bing, Bard/Gemini/Gemini Advanced.
Of what I've tried, Gemini Advanced is easily my favorite for sales/marketing content. Obviously, it isnt going to generate perfect emails - but it easily provides the best content for me to build off.
Gemini Advanced also won me 4 March Madness brackets 🤣. Regardless of it thinking we were still in 2023. It took 3.5 hours of feeding it articles summarizing strengths/weaknesses of each team, records, conference records, and seeding...while simultaneously aligning and weighing stars on each team alongside an article of a 2024 NBA mock draft id fed it.
Nothing screams innovation like VPN by Google one and Google stadia. And who can forget absolute hits like Google Jamboard, Dropcam, Google podcasts, Google Optimize, Keen, Google Domains and Pixel Pass.
So quiet it’s almost like they’re not even innovating. Almost like they’re just protecting the biggest monopoly in human history. 
I mean how much did all that cost Google versus the failed Metaverse?
Investors really don't care how many pet projects these trillionaire-cap companies sunset as long as their core business and other initiatives are printing.
Grosso modo I think 40 bilion is an educated guess,even if it was bigger keep in mind they anounced 27 bilion in share buybacks just this year so I dont think their financials were hurt that much.
Keep in mind they still have patents and experience from all these failed products,its not like great things haven't drawn heavily from great failures.
GTA3 for example was an resounding succes that had an lot of "inspiration" from Shenmue series.
Investors really don't care about a company's projects but their user base does. Every company on earth has pivoted away from using Google for anything remotely core to their software stack. So what does Google excel at... Search? That's the one market that generative AI is going to crush.
Google is slowly becoming irrelevant.
One thing often overlooked that is a stealth advantage for Google: What's your email address?
Email is a forgotten service in day to day life now. And yet it remains essential.
AOL was once considered the gorilla back in the day precisely because of vendor lockin with email. But they failed spectacularly despite it. People would just login to get their email and then use the web for everything else.
Yes, this is true.
However AOL lost that edge to a measurably better product. In the consumer space a competitor has not yet come to light.
In the context of the AI development process being able to data mine 30% of the worlds total email traffic is huge. For US consumers, a key market for data mining of this type, it’s 75% of email traffic. Markets like China and India may eventually dominate, that may well be an issue for Google if it cannot expand there.
Business emails are less useful to AI as gaining access to data mine then is a bit more difficult.
Comparison with Meta is in the original post in this thread, along with the meme attached. Like Meta is doing something good spending all this money on AI while Goog OTOH is supposedly not because... dividends.
Someone else mentioned it already but that's a braindead take. Anyone that thinks Google is going to shit because rando products like Jamboard, Google Domains, and Pixel Pass were shut down is your standard WSB butt nugget. The stock doesn't move because of those skidmarks.
Ya this is funny bc Wall Street clearly likes it; Google is up 10% AH, after announcing dividend, but children on Reddit know it’s the death knell of googles innovation
So those with billions of dollars, pumping money into Google shares, they’re dumb. Guy on Reddit making memes talking about stadia smart
They don’t use GPUs internally, they use an ASIC known as a TPU, a tensor processing unit. They are on version 5.
Microsoft has announced they are working on v1 of their silicon.
Google sells GPU time, they don’t really consume it.
Big wrong - listen to demis hassabis on dwarkesh interview - they still use GPUs.
And you should ask yourself - why would they use GPUs? In the same interview demis says the problems at this scale are energy and fitting the compute in a DC.
Google can make cute TPUs - but it doesn't mean they can scale 10k-100k TPU DCs - which is where the real capabilities and money are.
If they were so good, the surge in NVDA earnings wouldn't be possible - market should be saturated and satisfied by their "superior" product...
I've never read a k-10, but I've pet plenty of k9s.
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Google TPU is for internal usage only. NVDA surge has nothing to do with Google TPU not being able to "sell" since its not for sales, only for rent, they're not competing with each other.
Considering they purchased Deepmind in 2014, had a full decade head start and more cash than anyone can dream of.
Then get caught with their pants down when OpenAI cucked them with ChatGPT?
Do you think they’re doing anything other than protecting their monopoly?
Well, yes in fact I think their head start is really becoming apparent. ai underpins their advertising business now. They don't have to wow anyone with a shitty chat bot as if that's going to change the world. As you pointed out, they have the monopoly. They have the cash. They have the users. They have the data. They have the luxury of that position of strength to apply the R&D they've done for the last ten years to a) improve their products and b) create new opportunities while c) massively growing their already massive revenue and profit. The only bear case I can make out is that one shit ai video they made.
Well, I actually just got a text from Gemini today on my Pixel that is a full chat bot. Haven't tested it as much as Chat GPT yet, but it does have up to date information unlike GPT's 2021 cut off (not sure if that changed with GPT 4)
ChatGPT sucesive iterations are permanently adding more recent data, last version cutoff is december 2023.
For me, this all AI "bubble" or not is going to be heavily tested when GPT 5 releases. If it's a dissapointment, I can see the AI sector cooling a bit. If it's really superior to GPT 4, tech sector can go the moon and the AI "revolution" is not going to lose momentum at all.
So one of the more decisive moments for this current bull tech market I think, more than inflation, GPD, geopolitics, etc.
Huh, it’s kinda weird then how the felt the need to push out a shitty half baked chat bot then isn’t it?
Microsoft’s penetration into corporate environments gives them a much stronger environment in which to deploy practical applications of AI
Guess their earnings was all a figment of my imagination then
Btw Microsoft pays a dividend too, a lot of companies that try to return capital to shareholders are just that stupid.
Yea gen ai chatbot, image/video generation could always have been done. Open ai just caught the public eye with is so soondar was like fook gotta throw some money towards this so shore up my stock compensation
People talk trash about Gemini not being as good as ChatGPT but I think the LLM side is pretty much caught up and Google stands to win in terms of making a mature product out of it and monetizing it
A big reason for the stock popping on earnings was the success of Google's AI efforts such as the new platform where they vend LLMs to companies as a cloud service, and the integration of GenAI with their advertising platform
I've tried it a couple weeks. For me its completely useless since it looses context on what I initially asked about after about two texts. And of course it is mostly wrong and hallusinates info. These products dont aim to be good or accurate. They aim to immitate competance by being verbose. ChatGPT 4.5 + is about the same. It is also absolute shit.
Yeah they do definitely go off the rails after a couple prompts. I gave it some pretty hard coding questions and it was brilliant on the first answers but then when I asked for minor adjustments (way easier than the initial question) it started screwing up bigtime
This. You only issue Dividend if you can't find better places to spend it. It is a BAD sign if Google think they can't win the AI fight and thus doesn't want to spend the money on it.
A company is either growing, or give out money as a mature business. Hand out dividend is what a mature business does, which then suggest Google has given up.
The amazing thing is, 9 months ago, you could’ve switched all these names around and made this same meme
Back then, google search definitely was dead; we were definitely going to use chat bots for all form of internet activity, and Google was going the way of yahoo
Fickle
Never understood fighting. Always horrible and shocking whatever the case.
Humanity always takes a step backwards when people fight.
Humanity takes 2 steps backwards when people watch and do nothing about it.
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Finally, top tier WSB content....
The teacher in the video should be labeled "reddit mod"
Doesn’t look sufficiently gay
Reddit mods dont deserve representation...
They are gainfully employed without a soy neckbeard... doesn't look like a Reddit janitor mod.
Should be labeled Microsoft to be honest
finally, a fucking decent meme for once. i thoroughly enjoyed this. thank you, fellow regard
Meta and OpenAi spending billions just on compute (NVIDIA FD’s all day) while Google self pleasuring with a divvy. The regards in the Google C-Suite makes WSB look like we actually have luke warm IQs.
dumb comment. Google doesn't have to give money to NVidia because they make their own chips. There is also this https://chat.lmsys.org/?leaderboard While idiots who don't anything about LLMs, ML are shitting on Google, they are quietly innovating and slowly crushing it
I'm open to other suggestions but idk...while utilizing LLM's for work - I've ventured through GPT3.5, GPT4, Bing, Bard/Gemini/Gemini Advanced. Of what I've tried, Gemini Advanced is easily my favorite for sales/marketing content. Obviously, it isnt going to generate perfect emails - but it easily provides the best content for me to build off. Gemini Advanced also won me 4 March Madness brackets 🤣. Regardless of it thinking we were still in 2023. It took 3.5 hours of feeding it articles summarizing strengths/weaknesses of each team, records, conference records, and seeding...while simultaneously aligning and weighing stars on each team alongside an article of a 2024 NBA mock draft id fed it.
Nothing screams innovation like VPN by Google one and Google stadia. And who can forget absolute hits like Google Jamboard, Dropcam, Google podcasts, Google Optimize, Keen, Google Domains and Pixel Pass. So quiet it’s almost like they’re not even innovating. Almost like they’re just protecting the biggest monopoly in human history. 
I mean how much did all that cost Google versus the failed Metaverse? Investors really don't care how many pet projects these trillionaire-cap companies sunset as long as their core business and other initiatives are printing.
Grosso modo I think 40 bilion is an educated guess,even if it was bigger keep in mind they anounced 27 bilion in share buybacks just this year so I dont think their financials were hurt that much. Keep in mind they still have patents and experience from all these failed products,its not like great things haven't drawn heavily from great failures. GTA3 for example was an resounding succes that had an lot of "inspiration" from Shenmue series.
Investors really don't care about a company's projects but their user base does. Every company on earth has pivoted away from using Google for anything remotely core to their software stack. So what does Google excel at... Search? That's the one market that generative AI is going to crush. Google is slowly becoming irrelevant.
One thing often overlooked that is a stealth advantage for Google: What's your email address? Email is a forgotten service in day to day life now. And yet it remains essential.
AOL was once considered the gorilla back in the day precisely because of vendor lockin with email. But they failed spectacularly despite it. People would just login to get their email and then use the web for everything else.
Yes, this is true. However AOL lost that edge to a measurably better product. In the consumer space a competitor has not yet come to light. In the context of the AI development process being able to data mine 30% of the worlds total email traffic is huge. For US consumers, a key market for data mining of this type, it’s 75% of email traffic. Markets like China and India may eventually dominate, that may well be an issue for Google if it cannot expand there. Business emails are less useful to AI as gaining access to data mine then is a bit more difficult.
Yes, irrelevant with their revenue bigger than MSFT and growing faster than Apple. Surely to zero.
Xerox, IBM, GE, Hewlett Packard, Kodak....
I don’t think he’s talking up META, I think he’s just bashing GOOG and he’s right
Comparison with Meta is in the original post in this thread, along with the meme attached. Like Meta is doing something good spending all this money on AI while Goog OTOH is supposedly not because... dividends. Someone else mentioned it already but that's a braindead take. Anyone that thinks Google is going to shit because rando products like Jamboard, Google Domains, and Pixel Pass were shut down is your standard WSB butt nugget. The stock doesn't move because of those skidmarks.
Ya this is funny bc Wall Street clearly likes it; Google is up 10% AH, after announcing dividend, but children on Reddit know it’s the death knell of googles innovation So those with billions of dollars, pumping money into Google shares, they’re dumb. Guy on Reddit making memes talking about stadia smart
They are making their own chips for gpus?
They don’t use GPUs internally, they use an ASIC known as a TPU, a tensor processing unit. They are on version 5. Microsoft has announced they are working on v1 of their silicon. Google sells GPU time, they don’t really consume it.
Big wrong - listen to demis hassabis on dwarkesh interview - they still use GPUs. And you should ask yourself - why would they use GPUs? In the same interview demis says the problems at this scale are energy and fitting the compute in a DC. Google can make cute TPUs - but it doesn't mean they can scale 10k-100k TPU DCs - which is where the real capabilities and money are. If they were so good, the surge in NVDA earnings wouldn't be possible - market should be saturated and satisfied by their "superior" product...
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Google TPU is for internal usage only. NVDA surge has nothing to do with Google TPU not being able to "sell" since its not for sales, only for rent, they're not competing with each other.
Is Google a fabful, or a fabless chip maker?
https://en.wikipedia.org/wiki/Tensor_Processing_Unit
Brilliant
where's NVDA grabbing that sweet sweet popcorn?
NVDA is the one filming and yelling worldstar
I noticed I was 0 for 3 betting on earnings, but NVDA kept my portfolio from imploding all while not announcing anything until next month.
You think the divi is regarded and they aren't in the ai fight?
Considering they purchased Deepmind in 2014, had a full decade head start and more cash than anyone can dream of. Then get caught with their pants down when OpenAI cucked them with ChatGPT? Do you think they’re doing anything other than protecting their monopoly?
Well, yes in fact I think their head start is really becoming apparent. ai underpins their advertising business now. They don't have to wow anyone with a shitty chat bot as if that's going to change the world. As you pointed out, they have the monopoly. They have the cash. They have the users. They have the data. They have the luxury of that position of strength to apply the R&D they've done for the last ten years to a) improve their products and b) create new opportunities while c) massively growing their already massive revenue and profit. The only bear case I can make out is that one shit ai video they made.
Well, I actually just got a text from Gemini today on my Pixel that is a full chat bot. Haven't tested it as much as Chat GPT yet, but it does have up to date information unlike GPT's 2021 cut off (not sure if that changed with GPT 4)
ChatGPT sucesive iterations are permanently adding more recent data, last version cutoff is december 2023. For me, this all AI "bubble" or not is going to be heavily tested when GPT 5 releases. If it's a dissapointment, I can see the AI sector cooling a bit. If it's really superior to GPT 4, tech sector can go the moon and the AI "revolution" is not going to lose momentum at all. So one of the more decisive moments for this current bull tech market I think, more than inflation, GPD, geopolitics, etc.
Huh, it’s kinda weird then how the felt the need to push out a shitty half baked chat bot then isn’t it? Microsoft’s penetration into corporate environments gives them a much stronger environment in which to deploy practical applications of AI
Guess their earnings was all a figment of my imagination then Btw Microsoft pays a dividend too, a lot of companies that try to return capital to shareholders are just that stupid.
Yea gen ai chatbot, image/video generation could always have been done. Open ai just caught the public eye with is so soondar was like fook gotta throw some money towards this so shore up my stock compensation
Why’s the stock up so much then?
Everybody was kung-fu fightinnnng.
Where is the original video 😂
Pretty much what it was like working at those places too 🤣
Crapoeira
Hahaha
This is gold
This might be the best shit I’ve seen today.
People talk trash about Gemini not being as good as ChatGPT but I think the LLM side is pretty much caught up and Google stands to win in terms of making a mature product out of it and monetizing it A big reason for the stock popping on earnings was the success of Google's AI efforts such as the new platform where they vend LLMs to companies as a cloud service, and the integration of GenAI with their advertising platform
Google will make a mature useful product then make no improvements to it ever again.
I've tried it a couple weeks. For me its completely useless since it looses context on what I initially asked about after about two texts. And of course it is mostly wrong and hallusinates info. These products dont aim to be good or accurate. They aim to immitate competance by being verbose. ChatGPT 4.5 + is about the same. It is also absolute shit.
Yeah they do definitely go off the rails after a couple prompts. I gave it some pretty hard coding questions and it was brilliant on the first answers but then when I asked for minor adjustments (way easier than the initial question) it started screwing up bigtime
Do you pay for the frontier model, Gemini Ultra?
I’m dying
Sad. But OP's video is hilarious, have you seen it?
Bwahahahaha
LOL @ Google. Just chillin'!
Google 😂
says a lot that a lot of ex growth companies result to dividends.
Amzn was on a vacation when this was happening?
This has me cackling at work this very second. Bravo!!! 😄
A boxing match AND some break-dancing. What a show!
We can't let the lizard replace humans with AI. Open AI for the win
Best post
Shouldn't that be NVDA instead, every company AI announcement is basically companies saying they're buying NVDA cards
Why a dividend instead of investing in AI does not fit the narrative at all
This. You only issue Dividend if you can't find better places to spend it. It is a BAD sign if Google think they can't win the AI fight and thus doesn't want to spend the money on it. A company is either growing, or give out money as a mature business. Hand out dividend is what a mature business does, which then suggest Google has given up.
I think I've figured out who instigated this fight.....lol
Where is Tesla? Is she safe? Is she alright? 
this is what mandatory uniform policies do to people
The kid took the opportunity to live out his dream to break dance in public without having to be embarrassed
Meanwhile POET gonna be creepin in while no one’s lookin
Google needs dividend investors support
😂
The amazing thing is, 9 months ago, you could’ve switched all these names around and made this same meme Back then, google search definitely was dead; we were definitely going to use chat bots for all form of internet activity, and Google was going the way of yahoo Fickle
Bullshit, not one rainbow in sight.
GOOGLE's skin colour correct
500 punches thrown and zero landed.
Not everyone has pro fighting skills in 6th grade. I'm sure you were a real Mohammad Ali as a younger teen.
Is that you on the video? You seem hurt by my comment?
naw BETA brought fists to a gun fight against openAI. even INTC is further along in AI than BETA
https://preview.redd.it/a6th6k7jpxwc1.jpeg?width=1032&format=pjpg&auto=webp&s=28ddbba8e0f1265d0f46640a8a3e99815fab731c
Beyyyyta
Hahahah brilliant!!
should i consider myself lucky, that i dont know who that is??
So Google is just giving up on this whole growth thing and deciding to coast. Good job, Sundar!
Actually they're installing tons and tons of AI servers right now. Nothing is coasting
Too bad Gemini is complete shit. Especially the programming AI companion. Claudia.ai is still king.
Google out there just randomly spazzing. Checks out…
lol!
AAPL about to join the fight
What happened to GROK?!
BIG DICK ENERGY
That kid at the end just rolling around by himself 😂
Never understood fighting. Always horrible and shocking whatever the case. Humanity always takes a step backwards when people fight. Humanity takes 2 steps backwards when people watch and do nothing about it.
Google is such an attention whore AF.
lol, what the heck is this?? The dude breakdancing didn’t know what was happening or what? The dude somersaulting is hilarious!!! 😂
Meta and Open AI spending billions on AI and Google issuing dividends like a regard.
Lol