Comment by rdtsc
14 hours ago
> Ask yourself, how does Google -- a company that famously does everything -- benefit from SWEs outside of Google having access to powerful coding models? They would just be competition.
Bragging rights to say they have a SOTA model. I guess that was more like Google of 10 years ago with moonshot projects. Nowadays, yeah, perhaps if it's not helping sell ads, it doesn't make sense.
Google did it AlphaGo, AlphaFold etc for bragging rights, now let frontier lab do their thing.
It would be utter stupidity if they keep competing with hyper agile frontier labs. They sensibly moving to big infra provider and that's good niche.
> .. perhaps if it's not helping sell ads,
Perhaps cloud business is also a thing which is making big revenue
You say "keep competing"... the hyper agile frontier labs and Google/MSFT are practically one and the same via circular financing arrangements. Competition on the frontier is kinda a farce, what matters is who comes out of the modern-day Darien scheme as a winner.
At worst Google just need to keep the lights on until the frontier labs file for bankruptcy under the weight of that >$1tn debt they've built up paying for FAANG's data centers. Then Google walks away from all of this with the the best remaining models, best R&D lab, and several hundred billion dollars in infrastructure on their balance sheet.