
Google Comes For Everybody
The "Google's winning" narrative has some real traction all of a sudden. Maybe you noticed.
Late la

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It sure looks like ORCL stepped on a steaming pile via their mega-high commitments to Altman. META as well?
My imagination has run wild with contemplating various nefarious outcomes between OpenAI, Oracle and Paramount.
Nightmares in the daytime? Or happy interludes?
Once upon a time, a way long time ago for “don’t be evil”. Corporate quest for more revenue and more profits was the magic eraser for that little gem.
I remember back in the late 90s attending a dinner party at Larry Page’s apartment when he was an undergrad. I had a great conversation with him back then that I still remember to this day. He told me that he wanted to create a company that would crush Microsoft, which he hated with a passion since he viewed it as evil. His company would not be evil. This was his motto even back then.
Thats a great anecdote. To Larry’s credit, their waymo cars aren’t killing people, their executives haven’t gifted any gold statues to the emperor, and they didn’t just obsolete my perfectly good PC. Oh, and I don’t need a subscription to use their products.
I am a Waymo fan. I feel safer driving with Waymo than many human drivers that I have subjected myself to. I was very impressed with the navigation of left hand turns through busy intersections and the decision of whether or not to proceed through yellow lights.
I also appreciate that there is no mindless chatter.
I’ve never had the opportunity, and the very idea of it seems terrifying, but your description of Waymo has me in full “Shut up and take my money!” mode.
Google’s QPU’s are THE game changer. LLM break throughs will seem provincial compared to what happens when QPUs are available at scale, which increasingly seems maybe 2 years off. Most were thinking 5 minimum, but likely 10+ years, Google’s recent announcements of their QPU achievements are moving that up.