World is much.. much bigger than HN bubble. Last year, we were all so convinced that Microsoft had it all figured out, and now look at them. Billion is a very, very large number, and sometimes you fail to appreciate how big that is.

Maybe they'll morph into AI center of the future

Haven't you been watching the headlines here on HN? The volume of major high-quality Google AI releases has been almost shocking.

And, they've got the best data.