Comment by logsr
2 days ago
Google may very well be the Google of this era. They have demonstrated the ability to maintain parity on the engineering side, they have a long running advantage on OpEx with TPU, they have the most data, and the most trusted brand.
AI collapses the value of IP across the board, because AI trends towards being the only IP, which means that the marketplace will be defined by operational efficiency, ability to build and run systems at massive global scale, access to capital, and government connections, so Microsoft, Amazon, and Google probably stay on top.
They barely caught up after leaking talent for the past 4-5 years. I am not drinking the koolaid. A lot of talented people are going back home to China. I am 99% the next Google will come out of Asia.