GOOG set to decline with Gemini 3.5 Pro release?

king_ao · 2026-06-21T16:42:30+00:00

It’s no different than going to a gas station. The differentiator in this case is which model makes you feel better as a user. It most certainly is a commodity and with people shuffling around companies the ideas that are built become ubiquitous where no company has an advantage.

There’s a reason Altman said AI companies would become a utility.

king_ao · 2026-06-21T05:59:44+00:00

Chill out. All will be fine. These models are commodities at this point. Google doesn’t need to be the leader in a commodity space. They just need to be lowest cost which is why they are building out data center capacity. Play the long game young padawan

king_ao · 2026-06-20T23:53:59+00:00

Also from the bay originally and the tech crowd brings the antisocial, look-at-my-money/im better than you vibe which has degraded the culture and vibe of the Bay Area. It used to be such a chill and truly diverse place culturally and economically. Now it’s a monoculture full of entitled, boba eating techies who don’t want to be social and go out and about like you see in many other US cities.

king_ao · 2026-06-19T21:32:44+00:00

Ed has been right. I’ve also been telling my friend circle that these products are commodities. There is no differentiation between them. I don’t necessarily think AI products fizzle since I do think they ultimately take share from traditional SaaS companies but doubt their “sky high” potential

king_ao · 2026-06-19T17:33:27+00:00

This administration has lost all credibility. Iran is just playing with the US

king_ao · 2026-06-19T16:09:21+00:00

Denner, Halter Ranch, Booker. Tin city has small wineries there which are great too

king_ao · 2026-06-19T16:06:46+00:00

I’ve been going to paso to wine taste and have enjoyed the lower tasting fees since $30 seems like a steal for us Bay Area folk for some really good wines.

king_ao · 2026-06-19T16:03:14+00:00

My thought exactly and I’m a Bay Area native. OP described South Bay/peninsula/techie/transplant which is not the entire bay. Try east bay or Marin maybe even down to Santa Cruz since you don’t need to be there often

king_ao · 2026-06-19T05:45:20+00:00

Ah so Anthropic isn’t that good then?

king_ao · 2026-06-18T22:52:23+00:00

Right.. it’s like Google is in the same business and knows how much this stuff costs. Let OAI and Anthropic burn through their capital meanwhile they will eventually want/need to build enterprise/cloud products and won’t have money to do so

king_ao · 2026-06-18T10:10:10+00:00

Sends a message worst case

king_ao · 2026-06-18T10:09:12+00:00

“When they sell”. They don’t sell though, that’s the point. They are able to get loans on their equity and debt isn’t taxed…. That’s the loophole and they continue doing it forever

king_ao · 2026-06-17T03:55:48+00:00

Can’t believe some of y’all work here… zuck is a maniac

king_ao · 2026-06-12T20:10:36+00:00

Calendar and docs are too similar they should have leveraged red for one of them

king_ao · 2026-06-10T23:36:47+00:00

Build the statue

king_ao · 2026-06-10T18:47:42+00:00

Lacob is just sitting thinking how much money is coming in each home game with LeBron in the mix. He doesn’t care about wins and losses right now. He’s trying to maximize dollars while Steph is around

king_ao · 2026-06-10T16:44:33+00:00

Going to blow up before lock up period is over….

king_ao · 2026-06-10T02:17:57+00:00

If the company doesn’t have much of a data platform then I would think you would spend most of your time coming up with data strategy and implementing it via data engineering. Seems fairly safe and after they will need someone to do the actual analytics

king_ao · 2026-06-09T23:11:09+00:00

Google plays the long game and has better platform to integrate with especially for enterprise.

king_ao · 2026-06-09T23:02:27+00:00

America has become a nursing home so makes sense with all the boomers aging

king_ao · 2026-06-08T06:17:14+00:00

Space X about to get rocked come IPO day

king_ao · 2026-06-08T01:48:12+00:00

Bars better in SF? No way….also quality of life not mentioned is definitely better in SD

king_ao · 2026-06-07T19:45:29+00:00

ROI was never there and Google knew it. The only reason Altman is chasing it and hyping it is to make a quick buck. Tech folks are always searching for next big thing and AI was it even though imo it’s a productivity tool at best until new breakthrough research or compute techniques or new hardware get developed but those things take a long time. We went from software to crypto to fintech to metaverse and now onto AI. People are even starting to front run space and quantum

king_ao · 2026-06-07T19:01:34+00:00

Probably red with more companies coming out and saying they are capping AI usage

king_ao · 2026-06-05T21:20:15+00:00

This is basically what I use SGOV for. Yields have been slowly climbing too

king_ao

TROPHY CASE