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Re:I'm Not Convinced the AI Bubble Exists by Jeff_Brown on Monday November 09, 2026 @10:31AM (#50426991)
The army interpretation exists, and might sadly be relevant here, but it's not the only one. Google, for instance, won a nonviolent winner-take-all competition for search.
Re:I'm Not Convinced the AI Bubble Exists by win311fwg on Monday November 09, 2026 @10:35AM (#50427048)
You're right that Google has most definitely been helped by having what has been considered the strongest army (the US army) backing them.

But I am not sure you are right that it is strong enough to secure all. I search daily, but cannot remember the last time I used Google. And I'm not alone. Google's stock price recently took a nosedive because investors have grown quite worried about the competition. Without an army stopping them, there will always be someone else ready to try to outdo you.

Re:I'm Not Convinced the AI Bubble Exists by marmarama on Monday November 09, 2026 @12:18PM (#50428484)
Google has class leading AI in virtually every category, owns a chunk of Anthropic, and is a landlord to both Anthropic and OpenAI. Plus Google's search ad business is still doing well, even if you don't personally use it.

Google shares dipped because AI shares dipped, not because their core business at risk. Google is in a _very_ strong position to capitalize on AI. Better than almost any other Big Tech company.

Re:I'm Not Convinced the AI Bubble Exists by win311fwg on Monday November 09, 2026 @12:42PM (#50428793)
Google is doing very well, in large part thanks to it having a strong army behind it, but that's not anywhere close to being the same as having taken all. They have not done that. Not by any stretch of the imagination. Not even if you try to constrain "all" to mean search.
Re:I'm Not Convinced the AI Bubble Exists by m000 on Monday November 09, 2026 @11:38AM (#50427955)
Different setup. IIRC, Google had fundamentally better tech than its competitors and was also the first to figure out search monetization.

With AI, it looks to me like competition is much tighter, with no company having fundamentally superior technology or monetization plan. So a winner-take-all scenario is much less likely.