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Comment by SwellJoe

6 hours ago

I mean, I'm sure there are people within Google who are behaving as though they can keep the dream of the 00s alive in Mountain View, but there's also a whole bunch of people doing work at the frontier in AI. Google has a large lead in hardware, they have the smartest very small models, they have among the most efficient large models (I'd wager their margins on Gemini 3.5 Flash inference are absurd). They have among the best image, video, and audio models, going in every direction (generating, editing, understanding).

Viewed from a consumer lens, the AI the average person interacts with daily, Google seems like the clear leader, especially after locking in Apple as a customer for iPhones.

Their hardware is nowhere near Nvidia, hence Google paying SpaceX hundreds of millions of dollars a month to SpaceX for capacity there.

  • I think the SpaceX deal was to goose the IPO. Google holds a significant stake in SpaceX, and made a fortune on the IPO.