"Now, imagine for a moment they had also vertically integrated the hardware to do this."

Then you realise you aren't imagining it.

“And then imagine Google designing silicon that doesn’t trail the industry. While you are there we may as well start to imagine Google figures out how to support a product lifecycle that isn’t AdSense”

Google is great on the data science alone, every thing else is an after thought

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avazhi 5 days ago | parent [-]

https://blog.google/products/google-cloud/ironwood-google-tp...

"And then imagine Google designing silicon that doesn’t trail the industry."

I'm def not a Google stan generally, but uh, have you even been paying attention?

https://en.wikipedia.org/wiki/Tensor_Processing_Unit

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mmaunder 5 days ago | parent | next [-]

It's not funny when I have to explain the joke.

	▲	avazhi 5 days ago \| parent [-]
		Oh I got your joke, sir - but as you can see from the other comment, there are techies who still don't have even a rudimentary understanding of tensor cores, let alone the wider public and many investors. Over the next year or two the gap between Google and everybody else, even those they license their hardware to, is going to explode.

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iwontberude 5 days ago | parent | prev [-]

Exactly my point, they have bespoke offerings but when they compete head to head for performance they get smoked. See more: their Tensor processor that they use in the beleaguered Pixel. They are in last place.

TPUs on the other hand are ASICs, we are more than familiar with the limited application, high performance and high barriers to entry associated with them. TPUs will be worthless as the AI bubble keeps deflating and excess capacity is everywhere.

The people who don't have a rudimentary understanding are the wall street boosters that treat it like the primary threat to Nvidia or a moat for Google (hint: it is neither).