Comment by deepfriedbits
11 days ago
Bingo. They see this as the future commodity it will be. Customers will choose AI providers much way they choose a car: taste, price, a few other factors.
And to your point, Google has a massive balance sheet, produces their own AI chips, and is not going anywhere anytime soon.
People are not even going to choose their AI providers in the future, it's going to be a part of some other product.
I could totally see that