Comment by storus
16 hours ago
If Google won, it would cannibalize its current ad-driven business and replace it with something that is extremely expensive to run and difficult to make profit from. A Pyrrhic win essentially.
16 hours ago
If Google won, it would cannibalize its current ad-driven business and replace it with something that is extremely expensive to run and difficult to make profit from. A Pyrrhic win essentially.
But that would happen regardless of who won, better to at least dominate the new paradigm and figure out how to extract value from it. I also suspect that once the value generation is figured out they will cease offering these APIs to anyone, if you had a golden goose would you rent it?
Hardly a Pyrrhic win. When the rest of the market is burning money, whoever burns money the slowest while still remaining competitive will win.
They could go all dark mirror and inject ads directly into the responses.
I mean, focus is a thing that Google has always struggled with. But I kind of doubt that customers who need online marketing (ads) are going to convert en masse to users who rent cloud TPUs instead.