News for hackers. Stuff that matters.

A comment on I'm Not Convinced the AI Bubble Exists. Parent comment

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.

[ Parent | on HN ]
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.
[ Parent | on HN ]