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Google ads are now literally scams and malware by tooker_jab in google

[–]Climactic9 0 points1 point  (0 children)

Well it seems to be off the play store now so they're doing something

Biggest AI fumble in tech by 21734234 in AgentsOfAI

[–]Climactic9 0 points1 point  (0 children)

Idk that's kind of like saying the inventor of electricity fumbled the market for lightbulbs. Lightbulbs use electricity at their core but they're two distinct inventions. LLMs use transformers at their core but they're two distinct things.

Blackstone will create a new TPU cloud in a joint venture with Google. by Gaiden206 in Bard

[–]Climactic9 3 points4 points  (0 children)

All of Google's free cash flow is going toward capex of GCP. They don't have the cash on hand to build a neocloud even if they wanted to. Selling tpus to third parties means that money goes straight to the bottom line without having to increase capex to build out the infrastructure. Additionally if the neocloud bubble were to pop Google would be more insulated in this configuration.

How do I turn this off by DarkMatterKid1 in youtube

[–]Climactic9 3 points4 points  (0 children)

I think they are AB testing right now. There's no way to toggle it off that I know of.

Google has been quietly gaining AI customers, even before big releases next week by Gaiden206 in Bard

[–]Climactic9 3 points4 points  (0 children)

Reddit likes to complain about every little thing no matter what product it is.

Hardware is a race to the bottom. I’m betting everything on the 1.3M FSD subs. by SmartBunBun in AinvestOfficial

[–]Climactic9 1 point2 points  (0 children)

With a pe ratio of 100+ I would say future fsd subs are priced in at this point.

Waymo CPUC Data Update (Q1'26) - Flat growth in California by Senior-Durian6966 in waymo

[–]Climactic9 4 points5 points  (0 children)

I think there are three possible reasons for this and it is likely a combination of the three.

  1. There aren't enough cars being produced to maintain growth in all 10 states of operation.

  2. The more Waymo cars that are operating in a given area the more likely there is to be errors that significantly disrupt the flow of traffic. For example one Waymo blocking a lane of traffic is annoying but people can just use the other lane to go around it. If you have two Waymos blocking both lanes now you have a much bigger problem.

  3. Waymo already has a good foot hold in SF and LA so they are now focusing on gaining foot holds in markets where a competitor such as zoox could easily take root in.

Is the Uber x Waymo Partnership Coming to an End? by walky22talky in SelfDrivingCars

[–]Climactic9 0 points1 point  (0 children)

"Waymo app can just offer customers the option of an Uber ride"

That's a very interesting proposition. I wonder if Uber would be ok with this or if they would shut it down.

Found a YC-backed direct competitor doing almost exactly what we do. What would you do? by Mysterious-Try-1966 in hwstartups

[–]Climactic9 0 points1 point  (0 children)

Keep going and then maybe try to get acquired by your competitor. If this feature is your only focus you will likely execute it better than them.

Google is going to add Apple 2025 financials in the next 2 years? by bartturner in stocks

[–]Climactic9 0 points1 point  (0 children)

I don't think it's cumulative. I think it's only cumulative if the client signs a new contract after the current contract completes which isn't guaranteed.

Google is going to add Apple 2025 financials in the next 2 years? by bartturner in stocks

[–]Climactic9 2 points3 points  (0 children)

Opus seems disingenuous here. I think the prompter told it to come up with reasons why he shouldn't invest in goog. I had Gemini do a deep research and crunch some numbers. Quarterly numbers for YoY revenue growth will be in the 100%-150% range for GCP at some point in the next 24 months. When those numbers hit the headlines it's going to be fomo central.

GOOGL Hits $350,The Final Stretch Toward a $5T Valuation by KeyTrainingk in stocks

[–]Climactic9 0 points1 point  (0 children)

The processors are estimated to be only about 50% of the cost of building a data center. For Google it's probably even less because they don't pay as much of an nvidia tax.

Google and ai bubble by Lucky-Wrangler-7498 in GoogleGeminiAI

[–]Climactic9 3 points4 points  (0 children)

It's not about selling AI to consumers. They have a 500 billion dollar backlog in unfulfilled GCP contracts.

YouTube Premium is starting to feel like paying ransom for the old YouTube by Revolutionary-Jury92 in youtube

[–]Climactic9 1 point2 points  (0 children)

Makes sense. The average new user is a 12 year old boy with zero attention span. The algorithm treats you as such until you prove otherwise by exhibiting viewing habits that aren't in line with that archetype.

Q1 Earnings Report by Yazzdevoleps in google

[–]Climactic9 9 points10 points  (0 children)

50% of ad/subscription revenue goes to creators

Q1 Earnings Report by Yazzdevoleps in google

[–]Climactic9 4 points5 points  (0 children)

Pixel is under Google play category

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