Comment by edd2

Sigh.

I reported months ago that Google's continual growth rate in revenues from Ads should be heeded with caution - its not from AI/LLMs.

They are juicing and juicing and juicing their existing assets for all the cash flows they can generate! That's why the revenues keep growing. They did not go to such extremities in the past - and they probably strategically held back.

Meta is facing the same predicament btw - both entities claim the growth is coming from new AI investments. The amount of impersination/Scam ad's I've seen on IG is hilarious. That is a flat out lie its from investments they made pre-LLM hype + efficiency gains.