We live in crazy times, but given what they’ve spent and committed to that’s a drop in the bucket relative to what they need to be pulling in. They’re history if they can’t pump up the revenue much much faster.

Given that we’re likely at peak AI hype at the moment they’re not well positioned at all to survive the coming “trough of disillusionment” that happens like clockwork on every hype cycle. Google, by comparison, is very well positioned to weather a coming storm.

Google survives because I still Google things, and the phone I'm typing this on is a Google product.

Whereas I haven't opened the ChatFPT bookmark in months and will probably delete it now that I think about it.