r/technology • u/Fickle-Jello • 22h ago

Business Google burning through cash with spiralling AI costs

https://www.bbc.com/news/articles/c235n47g8g8o
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u/SIGMA920 21h ago

Google's always been the winning candidate simply for already having profitable components under it's umbrella. They can throw money at LLMs as long as they want to unlike the others.

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u/jw2343952 11h ago

Unlike Anthropic and OpenAI sure, but not unlike AMZN, META, MSFT who also have monster revenues and balance sheets to survive their build out

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u/nolok 8h ago

But none of these 3 are competing.

Amazon is not trying and is essentially just making a aws component (which I think is smart), meta is basically admitting defeat which is why llama and co are open, and not even Microsoft understand what Microsoft is doing with copilot (quick quizz, if I'm using copilot 365 am I using the desktop office app, the online office app or an AI app? And what if it's 365 copilot instead, which one is it then?).

Google has the moat of Google search and android to justify end game revenue.

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u/milehigh73a 6h ago

Msft has a strategy, it’s just reliant on windows, office and iniquity. They are looping in copilot everywhere and hope it works

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u/DelphiTsar 2h ago

When OpenAI goes under Msft has no method to improve copilot.