Comment by mattlondon
11 hours ago
YouTube. And video ads.
Previously when making video ads you'd need to actually create the video. Actors, cameramen, editors - you name it. Now a new video ads is just a prompt away, directly inside the ad-spend web UI too no doubt.
People say Google have lost and that they're having their lunch eaten by anthropic, but I am not so sure...
Google owns 15% of Anthropic, Claude trains and runs on TPUs, and Google cloud is backlogged with demand from both OAI and Anthropic.
Google is selling shovels, leasing mines, buy stakes in "competitors" and doing it's own exploration/mining. When you look at the full picture, it kinda doesn't even look like Gemini matters that much to them overall.
That's a very convincing answer. I hadn't considered how many advertisers need video ads now and don't have the skill or resources to create them.