Comment by playorizaya

There are opportunities to build a new Google without AI. In that case AI creates an opportunity in an unexpected way. If Google goes all-in on AI, the opportunity is wide open for someone else.

And we do see that (Proton, DuckDuckGo, even iCloud is becoming very Google-like in recent years).

As for "AI is not good enough" I remain unconvinced - I've seen production quality work, granted not 1-shot from a model but produced by a talented artist.

I never said AGI, (I believe that's only a marketing term from OpenAI). The other stuff at the end of your comment has nothing to do with what I'm talking about here! I really am focused on the low cost of code, video, and other media compared to the massive opportunity to serve content to people worldwide and how much money and disruptive potential is being left on table.