Funny how 3 years ago everyone agreed Google would never adapt to AI (I still remember all the comments here). And suddenly they should be "literally the only ones"?
What changed? They came out with one leading models for 2 weeks and that's all you needed to switch 180?
Google is still printing money in ads. That's the only thing they got for them. This will eventually get disrupted and I don't see them leading to something else.
Besides that they have a cultural issue. Nobody joins Google to work hard. Their brand name is synonymous with retirement and rest-and-vest. They also don't pay top of the market as they used to.
Right now a lot of people seem to think as you given their stock are very forward looking. My advice is don't get into the current hype cycle and wait for things to calm down. This is the equivalent of "Google is dead" that we saw a couple years ago.
What changed? They came out with one leading models for 2 weeks and that's all you needed to switch 180?
Google is still printing money in ads. That's the only thing they got for them. This will eventually get disrupted and I don't see them leading to something else.
Besides that they have a cultural issue. Nobody joins Google to work hard. Their brand name is synonymous with retirement and rest-and-vest. They also don't pay top of the market as they used to.
Right now a lot of people seem to think as you given their stock are very forward looking. My advice is don't get into the current hype cycle and wait for things to calm down. This is the equivalent of "Google is dead" that we saw a couple years ago.