Comment by frogperson
6 hours ago
Google might be a mess now, but they have time. OpenAI and Anthropic are on barrowed time, Google has a built in money printer. They just need to outlast the others.
6 hours ago
Google might be a mess now, but they have time. OpenAI and Anthropic are on barrowed time, Google has a built in money printer. They just need to outlast the others.
Plus they started making AI processors 11 years ago and invented the math behind “GPTs” 9 years ago. Gemini is way cheaper to run for them than it does for everyone else.
I think Gemini is really built for their biggest market — Google Search. You ask questions and get answers.
I’m sure they’ll figure out agentic flows. Google is always a mess when it comes to product. Don’t forget the Google chat sagas where it seems as if different parts of the company were making the same product.
They are also a mess in UI now.
In the "Intelligence applied" section, where they show the comparison animations, they are shown using a non-optimal UI.
There is not enough time to read the text, see old animation, and see new animation. Better would have been to keep the same animation on repeat, so that people have unlimited time to read the text and observer the animations.
Also, it jumps from example to example in the same video. Better would have been to show each separately, so that once user is done observing one example at their own pace, they can proceed to the next.
As a workaround, I had to open the video (just the video) in a new tab, pause once an example came up, read the text, then rewind to the start of the animation to see the old animation example, then rewind again, then see the new animation example, and then sometimes rewind again if I wanted to see the animation again. Then, once done with the example, I had to forward to the next example and repeat the above process again.
Somewhere along that process, they lost me.
Who they? Do the engineers who actually did that work at Google still? I heard that the guy who made TPUs has his own startup now.
They got acquired by Nvidia
Why do you assume they’ll figure it out when they pretty consistently mess things up?
How do they consistently mess things up ? Current market cap 3.7T, only Apple and Nvidia are bigger. Youtube is a huge success, Search is still growing at 10%-15% which is crazy, cloud growing at 35%ish, TPUs enable them to be independent from NVidia etc. Gemini market share went up from 5%-6% early 2025 to 21% early 2026. I personally bet Gemini market share will keep growing. They are executing well on all verticals imo, not messing up.
That’s my take. Without any competition, they languish and do nothing, ruining any promising ideas.
They have much much less time than one would think. Their ads business is about to go into freefall, this will cause the whole company to spiral.
I mean their ads business just broke $80b per quarter, not sure where this idea is coming from...
Google hasn't seen its legacy ad revenue start to dent until products with built-in agents start to see mass adoption.
Writing is on the wall that orders of magnitude fewer people will be going to google.com or using an interactive Google search in the next 5 years though.
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