Where’s the data for one, do they include the force fed Gemini in search? They are also pushing it harder than Microsoft was pushing copilot in every single of their products, sometimes multiple competing implementations (hello GCP dashboards).

It simply comes off as a marketing advert for a company who’s sunk billions upon billions into something they’ve yet to be able to monetize (see latest report). Stock holders are getting annoyed, like in other companies, about the lack of the promised returns, this is firefighting.

Nobody is really debating AI has a use case, but maybe, just maybe, the chase into infinite spending we’ve seen the last years wasn’t that well thought out.

I never seen google blog articles as something millions of people read. For me these are small lenses in a big company were i pull out small details i might find interesting.

Im missing the marketing opportunity here.

The spending is a complete different topic though. Google/ABC can easily afford their investments. Microsoft and Amazon too. Even if shareholders are not that happy (the shareprice of alphabet doesn't tell this story though) with it.

Nonetheless the biggest issue with this spending are 401k and other retirement investments from people who can't control the investment and the undefined risk of it. Thats the only real 'risk' (not a small one for these people depending on it though).

It doesn't affect me if Google spends its money on AI.

Nonetheless the progress on AI is huge, it still hasn't slowed down, its now a political and global issue (us export restrictions, Chinas Moonshot AI/Deepseek, EU lagging behind).

At least form my point of view, i'm very surprised that we even risk all of this investment and see it as a possitive thing. Imagine AI/AGI is a technology which sits very far away from our current local minimum and the jump to the other local minimum is massivly expensive but massivly beneficial?

GPT-2/3 was able to inflict this vision into people and because of this, we get A LOT more compute, push again boundaries on compute and memory after a longer period of stagnation. These richest companies in the world like Google also leverage the AI spend into investment of fusion and other energy sources.

We already got a lot better vision ML algorithm because of this (tx to suckerbergs dino and segment anything), we have alphafold tx to Googles Deepmind etc.

AI only consumes currently a little bit more about bitcoin but is acutally beneficial.