Comment by jjice

I've been saying it, and I'll keep saying it (as someone who has an opinion backed by very little) - I think Google is incredibly well placed for the future with LLMs.

Owning your hardware and your entire stack is huge, especially these days with so much demand. Long term, I think they end up doing very well. People clowned so hard on Google for the first two years (until Gemini 2.5 or 3) because it wasn't as good as OpenAI or Anthropic's models, but Google just looked so good for the long game.

Another benefit for them: If LLMs end up being a huge bubble that end up not paying the absurd returns the industry expects, they're not kaput. They already own so many markets that this is just an additional thing for them, where as the big AI only labs are probably fucked.

All that said: what the hell do I know? Who knows how all of this will play out. I just think Google has a great foundation underneath them that'll help them build and not topple over.