Weirdly Google is THE AI play. If AI is not set to change everything and truly is a hype cycle, then Google stock withstands and grows. If AI is the real deal, then Google still withstands due to how much bigger the pie will get.
I'm going back and forth between the different models seeing which works best for me but I'm trying to learn how to read and use other people's feedback in making their decisions.
Video production is just not big enough of a market to make a difference in the AI race. I don’t understand why any AI company would spend significant amount of resources matching Sora when I don’t really think it will be a 10 billion dollar product (yet).
Plus Google is well positioned to match it anyway, since they have YouTube data they can probably license to their AI gen video training.
You mean by shifting away from Windows for mobile and focusing on iOS and Android?
They haven't wielded this advantage as powerfully as possible, but changes here could signal how committed they are to slaying the search cash cow.
Nadella deservedly earned acclaim for transitioning Microsoft from the Windows era to cloud and mobile.
It will be far more impressive if Google can defy the odds and conquer the innovator's dilemma with search.
Regardless, congratulations to Google on an amazing release and pushing the frontiers of innovation.