alt Hacker NewsMy point on the acquisitions was that a surprising amount of their successful software was not made in house. Again, I don't mean it as a knock against them, necessarily.
AI is an odd example. For one, a lot of the research there is from acquisitions. Somewhat feeding back to my first point. They also were seen as tripping up on a lot of the current AI race, no?
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> My point on the acquisitions was that a surprising amount of their successful software was not made in house.
First, that's just not true. Their biggest products by revenue (search/adwords) and biggest stock value driver (AI/Gemini/Datacenters) are clearly in-house creations.
But even then, the two biggest "acquisitions" you're probably thinking of are YouTube and Android, acquired in 2006 and 2005 respectively. What fraction of the software base of those products do you think has survived the intervening two decades? To be blunt: most of the software being shipped out of those groups is being authored by engineers who couldn't even read when the ancestral code existed outside of Google.
Honestly the "acquisition" thing is just a cope meme promulgated by Apple stans, as it were. It's not a serious point.
Referring to DeepMind in the UK? Ah yes, that’s definitely through acquisition.
But even though their AI models aren’t the absolute leaders in every field, all their models are near the top, across the board. Yeah, their recognition of this current dominant trend before any other major company has given them a big advantage in the number of fields they’ve applied AI to. For example, by putting their full weight behind DeepMind early on, they had a bunch of models before anyone else dealing with topics from protein folding to playing games. Think for them, this might be the right strategy. Explore as much in AI as you can, and figure out the ways it is truly revolutionary. Don’t focus so much on creating products that will make money today or even in near future. Take the long view… hmm, actually, a good example of this is Waymo, it seemed stalled out a few years ago, but is the clearly the best self-driving cars currently out there and finally growing market share.
Also, it was their researchers who kicked off the LLM race with their seminal paper on transformers in 2017 (yeah, they should have released an LLM first, but think they have made up for it since then).
Yeah, am trying not to be overly enthusiastic, but still, despite a couple of big mistakes in AI, they seem to have made mostly correct calls for the past ~10 years. It’s an impressive track record at least to me.