Google is much better positioned long term with their TPUs and separate enormous revenue from advertising.

destring 6 hours ago | parent | next [-]

Not so sure on the advertising front. B2C is now mostly social media, and Google doesn't own any. That's why the pivoted hard to YouTube shorts to try and capture that segment, but it is nowhere near TikTok or Instagram. Case in point, Meta's advertising revenue is predicted to surpass Google's this year.

	▲	munk-a 4 hours ago \| parent [-]
		You underestimate that YouTube has become what TV was for the majority of young people. Premium is relatively lucrative - but the ad revenue is insane. If Google can succeed in building an AI to generate slop to hold eyeballs fixed on the screen and cut out creators it will be a highly profitable dystopia. Facebook is similarly positioned (via Instagram - not Facebook itself) while TikTok is in a highly unpredictable state with the recent acquisition. Oracle may stay hands off and treat it as a golden goose but that hasn't been the recent track record for anyone with the surname Ellison.

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arealaccount 6 hours ago | parent | prev [-]

So Google remains as Google