Comment by nojvek

Anyone remember the Google IO demo where they had their “AI” call a barber to book an appointment.

Turns out it was all staged.

Lost a lot of trust after that.

Google is stuck in innovators dilemma.

They make 300B of revenue which ~90% is ads revenue.

Their actual mission that management chain optimizes for is their $ growth.

A superior AI model that gives the user exactly what they want would crash their market cap.

Microsoft has tons of products with Billion+ profit, Google has only a handful and other than cloud they all tie to Ads.

Google is addicted to ads. If chrome adds a feature that decreases ad revenue, that team gets a stick.

Nothing at Google should jeopardize their ad revenue.

AI is directly a threat to Google’s core business model - ads. It’s obvious they’re gonna half ass it.

For OpenAI, AI is existential for them. If they don’t deliver, they’ll die.