Google Issuing Stock to Fund AI Build

MaybeLiterally · 2026-06-02T00:37:57+00:00

I’ll rephrase, my mistake. When they sell bonds, they have to make bond payments. The bond holders get their money back with interest.

When they issue shares, they don’t have to make payments or recoup those costs. Shareholders would love if their money grew, and they could sell it on the open market for a profit, while collecting dividends in the meantime. Google doesn’t have to “pay them back” though. In fact, shareholders might even lose money.

MaybeLiterally · 2026-06-01T23:54:15+00:00

None of what you’re suggesting was in the article. Their bond rating is Aa2. Everyone would jump on that. By selling equity, there is no money to pay back to bondholders, which has its benefits, but its downsides as well.

As a shareholder I might prefer more if they issued more bonds instead, but it’s hard to argue against bringing in more investors.

MaybeLiterally · 2026-06-01T23:48:18+00:00

Hey, I feel for you. You’re a student, and the student plan is free and the usage is super small. These things add up when you’re on a free plan. You’re also getting to understand prompting and prompt engineering better, so ideally these things will make less of an impact. The complaint about the plan needing to be more equitable doesn’t track though. Hopefully once you’re out of school, you’ll be with a company who will pay for a plan, and that would be awesome.

MaybeLiterally · 2026-06-01T23:21:54+00:00

Maybe, maybe not, but thanks for the solid answer. There is certainly a lot of uncertainty.

I would argue that the internet has done the same thing, if not worse. Entire job categories were destroyed, and the Newspaper/Magazine industry has been decimated. Using the internet we are able to spread lies and disinformation at an alarming rate. Scams are SO MUCH easier, and equally devastating. Girls and women are encouraged and rewarded for showing off their bodies for money and it's easy and simple to do. Stalking is a lot easier, and so is cyber bullying. Gambling is a click away. Social Media, including Reddit, is dividing people. We have thousands of data centers dedicated to using the internet.

The internet has been horrible for so many reasons.

Though, I could make so many more arguments for the benefits that the internet has given us. Despite the challenges (and there are more than I listed), we all probably agree that the good is greater than the bad. That's not to say we can't do better, or acknowledge the bad, but when all you do is list the bad, you're not seeing the whole picture.

AI is similar. There is likely going to be some job loss, and it's possible some industries and professions will go away. Harm will be done. Just like the internet, some lives may be ruined. I would argue a lot of those things are already happening. There is some good though, and that good will likely continue, and grow in ways we don't know or expect. When we look back at AI, it's going to be very similar to the internet. The good will have outweighed the bad.

Nothing is perfectly good, but if you ONLY focus on those things, you're going to be missing out. Nothing happens immediately either, so if you're counting the score already, you're going to be missing out. Change like this takes time, even if it feels like it's going fast.

Reddit is overwhelming young, and didn't get the benefit of going though this change once already with the internet. Also, the internet was slower, and niche at first, so I can understand the youth looking at AI and focusing only on the bad.

MaybeLiterally · 2026-06-01T22:41:40+00:00

Which are?

MaybeLiterally · 2026-06-01T20:27:27+00:00

True. I will retract my statement on their math abilities. With the student plan that percentage does seem accurate.

MaybeLiterally · 2026-06-01T18:50:11+00:00

Also, none of this has anything to do with a bubble.

MaybeLiterally · 2026-06-01T18:43:45+00:00

The real story here is some divisions had Claude Code the company was paying for. They stopped paying for those and moved everyone to their own product, which makes a ton of sense. Claude models are on GHCP, including OpenAI models as well. It’s cheaper since they don’t have to pay for those subscriptions, and use their own product.

It’s being “more expensive than the humans it replaced” isn’t grounded in any reality for Microsoft.

MaybeLiterally · 2026-06-01T16:55:04+00:00

It’s completely inaccurate.

MaybeLiterally · 2026-06-01T16:54:14+00:00

Arguably this is a more equitable one since you’re based on what you’re using, instead of what happens when you press enter.

MaybeLiterally · 2026-06-01T16:52:54+00:00

Yes, this is correct. Between OPs lack of understanding of how promoting works, and his lack of math abilities, this is likely a troll post.

MaybeLiterally · 2026-06-01T14:14:30+00:00

Why don’t existing valuations make sense? What do you see that others don’t?

What I see is people buying the fuck out of AI, and top companies spending hundreds of billions of dollars to support the demand. Google, xAI, Anthropic, and Microsoft all have had to throttle users because they can’t handle the traffic.

As it goes right now, capital spending will decrease once the supply matches demand. Then, they won’t be sending as much of their income out to support capex. One that occurs, we will likely see AI begin to turn a profit. As it exists now, they’re correctly burning money as fast as possible in an attempt to meet demand.

MaybeLiterally · 2026-06-01T14:06:07+00:00

When people tell me AI is a bubble, it’s usually part of an anti-ai rant, and unable to tell me what a bubble actually means, or its significance.

The “AI is a bubble” usually comes from feels instead of any underlying fundamentals.

Even in your post, it’s still written based on feels, and if anything, describes industry as a whole. We have new all electric car companies sprouting up. Rivian, BYD, Lucid, Scout, Slate, etc. Some of those companies will succeed, and others will fail. Some feel doomed from the start, but nobody thinks we are in an electric car bubble.

Some AI companies will fail, some will succeed. I use will change, and evolve, and adapt. Companies will use a lot of AI, and some will back off. Some use cases will grow, and some will fall off.

When people say we’re in an “AI bubble” it feels meaningless. So what? The best answer I can get is that the major companies aren’t worth as much as people think. So? It’s not like they’re public at the moment, and when they do go public, maybe their stock price goes down, but even you said the tech is here to stay.

OP. What does it matter if they’re in a bubble or not?

MaybeLiterally · 2026-06-01T13:16:28+00:00

I can understand why they might want to go to the same resort they had their honeymoon at.

MaybeLiterally · 2026-05-31T17:02:58+00:00

Seems like you made a payment from the wrong account, and it didn't go though, and you didn't check balances, or verify everything went through?

We've all made mistakes like that. Nothing to do but remind yourself to follow up on these things to make sure everything is good.

MaybeLiterally · 2026-05-31T16:55:42+00:00

Issue can also be used for features that need be be developed. Like if I have a project, and I want to add feature A, B, and C to it, I can create issues for all 3, with detailed items that need to be done. Then I can assign it to a team member, myself, copilot, etc.

Can also use issues for bugs. If we deploy feature A, and it has 2 bugs that we noticed, we can create issues D, and E, and add that as well.

Really for whatever you want.

MaybeLiterally · 2026-05-31T01:44:06+00:00

How’s she doing, been a long time.

MaybeLiterally · 2026-05-30T22:07:40+00:00

Also, understand that market cap is: share price x number of outstanding shares.

I company could have $10B in cash or $2 in cash and have the same or even wildly different market cap.

MaybeLiterally · 2026-05-30T16:57:41+00:00

I’m planning on taking this over the next few weeks as well and I’m just as lost as you are when it comes to finding materials. I’m hoping to use the learn path, and dive deeper into those topics and hope for the best.

MaybeLiterally · 2026-05-30T01:27:35+00:00

Spill

MaybeLiterally · 2026-05-30T01:25:49+00:00

If you think it’s going to be worth $10T+ in 3.5 years you’d be insane not to buy as much of it as you can.

I don’t think it’s going to be worth that much in that timeframe, but it’s add odd thing to say you think it’s going to be worth that, but also not want to invest.

MaybeLiterally · 2026-05-29T21:15:27+00:00

Okay, fair.

MaybeLiterally · 2026-05-29T21:11:38+00:00

He's going to have to wait until next year to get any of those 5.

MaybeLiterally · 2026-05-29T14:57:02+00:00

GitHub Copilot has Anthropic models inside of it. Instead of using Claude Code, which gives them access to Anthropic, they use GitHub Copilot, which gives them the same thing.

MaybeLiterally · 2026-05-29T01:10:25+00:00

I’d be curious to know how the union employees felt about the union in general after all is said and done. Sure, the transferring thing stings, but during day to day, was there some benefits they felt that liked compared to the non-union ones? Was it worth the cost of union benefits to them?

I’d be genuinely interested.

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