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Comment by dspillett

9 hours ago

> but not so well with AI revenue

Nobody is doing well enough with AI revenue ATM (https://isaiprofitable.com/). At the moment it is probably more about market share of users, that is where the investment capital will need to be clawed back from when it starts to be called back (or replacement money will need to come from if the investment cycle simply stops giving generously).

That may be valid, but it's an entirely separate point that doesn't touch on how Google is doing with AI revenue and how THAT affects the shitty direction they're taking with ads.