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boringg 4 hours ago

Jury is out on that one -- will have to see what happens in the next couple of years. I don't think you can say better off with full confidence right now. Very possible you could say that in the future..

lelanthran an hour ago | parent | next [-]

> I don't think you can say better off with full confidence right now.

Of course we can - they managed to avoid spending 100s of billions while still giving their users AI...

There is no future in which the entire world is beholden to the current VC-backed companies for AI. IOW, there is no moat.

JumpCrisscross 3 hours ago | parent | prev [-]

> will have to see what happens in the next couple of years. I don't think you can say better off with full confidence right now

We can't say for confidence they'll find a niche in the AI world. But we can say they probably sat out some value-destroying capital investment. Like, I don't think Apple is going to wind up strategically worse off than Meta. But it won't have blown a metaverse on this.