I honestly felt google is dying a slow death before the recent Gemini models came out. Their search product was pretty reviled. They had very little innovation anywhere.
But after a comically bad start with Bard, they’ve been totally kicking ass with Gemini, and Waymo is become a submarine hit threatening Uber and Lyft. It’s to a point where I think those business will eclipse their cloud and workspace products. (maybe YouTube will become the next wasteland like the google search index, with AI video growing, I hope not though)
In fact, I’d be more worried about MS and Apple. MS started so strong and then stagnated, who even knows what they’re up to now?
Apple is moving at a glacial pace and has had a comically bad time with anything AI so far. “Apple Intelligence” is a joke. Tim Cook has been great at the long term investment stuff, except Siri has seen no meaningful improvements in a decade.
It’s just so early to tell who the winners and losers are going to be. This feels like the early years of iPhone/Android/Blackberry/Windows Mobile.
This midlife crisis preceded AI, it’s sort of an inability to see the future. AI has made that more stark, but there still seems to be wide disagreement on the role of AI in any future.
techpineapple · 4h ago
Also - We kind of have everything. The only thing we don’t have, and actually the thing that’s getting worse is our basics are more expensive. I think that’s why AI is sold as the end of scarcity. Because the one big thing everyone for sure wants, and the one big thing tech kind of can’t solve. It can give you endless entertainment to click through - and oddly that may be the only thing AI ends up good at, but It can’t make manhattan cheaper to live in.
klipt · 4h ago
Maybe if we built a hundred Manhattans, they'd be cheaper to live in
But after a comically bad start with Bard, they’ve been totally kicking ass with Gemini, and Waymo is become a submarine hit threatening Uber and Lyft. It’s to a point where I think those business will eclipse their cloud and workspace products. (maybe YouTube will become the next wasteland like the google search index, with AI video growing, I hope not though)
In fact, I’d be more worried about MS and Apple. MS started so strong and then stagnated, who even knows what they’re up to now?
Apple is moving at a glacial pace and has had a comically bad time with anything AI so far. “Apple Intelligence” is a joke. Tim Cook has been great at the long term investment stuff, except Siri has seen no meaningful improvements in a decade.
It’s just so early to tell who the winners and losers are going to be. This feels like the early years of iPhone/Android/Blackberry/Windows Mobile.