alt Hacker NewsGoogle does have a sort of temporary moat. They have a much better hardware supply line story than anyone else and the revenue to maintain that edge indefinitely.
Replies
nostromo • yesterday at 9:13 PM
Running AI at a loss long enough to kill the competition would run afoul of antitrust laws. Even more so since they’re bundling their AI products with their search monopoly.
Although I doubt this will stop them if they think it’s advantageous…
➕ show 7 replies
JumpCrisscross • yesterday at 8:52 PM
If AI is commoditising, who is Bahrain and who are the Saudis?
➕ show 4 replies
This is the thing - Google is a real company with well established business, money of their own, hardware, server farms, etc. ChatGPT and Anthropic have none of that in the same way google does. They have an incentive to lie and 'fake it till you make it' so they can get out of the 'risk zone' of collapsing back in on themselves. Google can throw money at Gemini all day.