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Re:Why is Google cutting off Search from AI-free schools? He... by qzw on Friday November 13, 2026 @11:37AM (#50486006)
I keep hearing AI companies say the demand is outstripping their supply and they need to build more data centers right now. And then I also see and read about how every company is cramming AI down everyone's throats in every product whether or not it's useful and/or wanted. I've used enough AI to see that it's revolutionary, but I'm also old enough to see the parallel to the dotcom days.
Re:Why is Google cutting off Search from AI-free schools? He... by roosterIllusi0n on Friday November 13, 2026 @12:05PM (#50486406)
The demand is not real. They are hunting for any market that can pay. Nvidia was forcing companies to buy hardware they did not need or they would not be allowed to buy in the future. This created artificial scarcity that skyrocketed prices. Large data centers don't make sense, they require massive expensive grid upgrades to centralize all the gpus. Put those same gpus in each home and no one needs to upgrade anything.

It looks like jensen did this to increase nvidia production, so it would be easier to smuggle gpus to china. US businesses and consumers have had to pay billions more for their hardware because of jensen's smuggling ring.

The only winners were jensen's bank account and chinese businesses that wanted nvidia gpus.

Re:Why is Google cutting off Search from AI-free schools? He... by cwillu on Friday November 13, 2026 @12:13PM (#50486532)
Started well, that sentence.
Re:Why is Google cutting off Search from AI-free schools? He... by tenuousemphasis on Friday November 13, 2026 @12:18PM (#50486589)
Most people don't want to pay for inference hardware that sits unused 90% of the time. So concentrating that hardware in data centers does actually make sense.
Re:Why is Google cutting off Search from AI-free schools? He... by simoncion on Friday November 13, 2026 @12:36PM (#50486849)
> Most people don't want to pay for inference hardware that sits unused 90% of the time.

Enough people have gotten so badly burned by the "SAAS trap" that if people are actually making real use out of it, they'd be very likely to buy the hardware if it was at ~2024 prices.

This is the thing that Altman omitted from his «Local inference won't work out like ya'll think it will.» comment during that interview over beers a little while back.

Re:Why is Google cutting off Search from AI-free schools? He... by wpietri on Friday November 13, 2026 @12:40PM (#50486939)
Is that always so? That was the theory behind the various video-games-in-the-cloud services, but I don't think that worked out.
Re:Why is Google cutting off Search from AI-free schools? He... by AndrewKemendo on Friday November 13, 2026 @12:43PM (#50487007)
That was because it wasn’t technically good yet

Unity was notoriously trying to solve this but couldn’t find a way to fix latency

I think Google stadium(?) ran into the same issue

Concurrent shared state at raytracing speed across the internet is basically impossible

Re:Why is Google cutting off Search from AI-free schools? He... by noah_buddy on Friday November 13, 2026 @12:55PM (#50487179)
I think Stadia was pretty good and someone will figure out that business sooner rather than later (nVidia has a good product as well). Totally changed my mind on the concept of renting a server to play a game.
Re:Why is Google cutting off Search from AI-free schools? He... by tpetry on Friday November 13, 2026 @02:21PM (#50488431)
I believe the final solution will be that the gaming hardware will be installed at the next edge of your ISP to your home. The minimal latency you can have and much better than routing the stuff over the public net many milliseconds away to one of the main datacenters.
Re:Why is Google cutting off Search from AI-free schools? He... by dspillett on Friday November 13, 2026 @02:01PM (#50488151)
Most individual people don't want to pay for inference hardware at all. They want an affordable graphics card for gaming. While a lot of people are interested in local inference, there are many more who aren't so they are not at all a majority.

Concentrating the relevant compute resource in DCs makes sense, but to companies seeking to sell AI services, not people overall.

Re:Why is Google cutting off Search from AI-free schools? He... by wrxd on Friday November 13, 2026 @04:04PM (#50489624)
Most people don't even want to pay for inference. They might use it for free but they're not going to subscribe
Re:Why is Google cutting off Search from AI-free schools? He... by malfist on Friday November 13, 2026 @12:23PM (#50486667)
The app I use to remote start my car just got a fancy new upgrade from the manufacturer. Now I've got to dismiss a popup that wants me to talk to an AI to remote start the car instead of just pressing a button.

Can't imagine when consumer demand isn't surging for AI.

Re:Why is Google cutting off Search from AI-free schools? He... by deltoidmaximus on Friday November 13, 2026 @03:13PM (#50489010)
This reminds me of when HHD Device Monitor Studio (a tool used to view command streams from serial, USB and network connections) added a Facebook integration sidebar as a feature. I guess so you could quickly drop into Facebook to post about your favorite serial commands with your family and friends.

FWIW this feature was removed a few years later.

Re:Why is Google cutting off Search from AI-free schools? He... by freecodeio on Friday November 13, 2026 @12:26PM (#50486700)
Something that bothers me with hn is that despite the amazing shit we see with AI, a big chunk of it has somehow decided that the corpo bloodsuckers are also amazing and should be protected at all costs. I wish we could have more nuanced conversations, considering the majority here think of themselves as some sort of high iq individuals.
Re:Why is Google cutting off Search from AI-free schools? He... by eldaisfish on Friday November 13, 2026 @12:43PM (#50487008)
Many here are overconfident. They believe that expertise in one area means expertise in all areas.

Just browse any thread about renewable energy where the tech bro crowd believes that every challenge is a “solved problem”.

Were that the case, private industry would be building data centres powered by nothing but wind and solar energy. Yet, the preferred power solutions still appear to be the power grid or skirting emissions regulations via gas turbines.

Re:Why is Google cutting off Search from AI-free schools? He... by shevy-java on Friday November 13, 2026 @01:10PM (#50487416)
What exactly is amazing with AI?

It made me sad how it destroyed so much cohesion and eliminated people's jobs. I don't find that amazing. It is killing people literally now. Not everyone will be able to find a new job.

Just look at this guy - he retired mostly due to AI taken over ruby, as one example of many more:

https://po-ru.com/2026/10/18/why-im-no-longer-updating-this-...

And that's about a month ago only, aka quite recently.

AI changed everything. Mostly for the bad. In a few use cases one can say that AI led to interesting changes, e. g. discovering bugs in projects (assuming here these are real discovers about real bugs, but quite many were real bugs indeed). This led to the death of all bug bounty programs. It makes no sense to pay humans when computers can do the same in a better way.

Re:Why is Google cutting off Search from AI-free schools? He... by dogleash on Friday November 13, 2026 @01:24PM (#50487625)
It's idolization from people who think they're smarter than idolizing. I remember when techies got all hot and horny for Steve Jobs and (pre-twitter) Elon. It's exactly like trying to discuss music with stans.
Re:Why is Google cutting off Search from AI-free schools? He... by bigfatkitten on Friday November 13, 2026 @03:21PM (#50489105)
A great number of posters here are pseudo-intellectuals who think that some expertise in developing CRUD web apps, which they consider to be a form of “engineering”, translates into expertise in all fields.
Re:Why is Google cutting off Search from AI-free schools? He... by fwlr on Friday November 13, 2026 @03:30PM (#50489217)
Many commenters on HN see themselves as “temporarily embarrassed corpo bloodsuckers”.
Re:Why is Google cutting off Search from AI-free schools? He... by RunSet on Friday November 13, 2026 @12:29PM (#50486743)
Also the dogma is "AI is inevitable so you better just get used to it and start using it or you will be left behind."

But if that were true, why would it be necessary to force the inevitable thing on everyone everywhere?

Re:Why is Google cutting off Search from AI-free schools? He... by dspillett on Friday November 13, 2026 @01:54PM (#50488044)
> Also the dogma is "AI is inevitable so you better just get used to it and start using it or you will be left behind."

A someone who today handed his notice in as a dev, in preference to going full-on AI at a company that is determined to become a meat relay farm ("AI at the heart of everything we do!!!!!" -- new CEO, whose name it might be disrespectful that I don't remember), even someone like me who doesn't want to play that way can see that they're is definitely some truth in that dogma. I'm resigned to maybe never earning more than menial wages again, and if you refuse to get up to speed I think it'll get you that way too. Of course I expect is to get half of those who _are_ up to speed just as badly in the medium/long term. Programmers and such will be commodity workers like those in the service industry once almost anyone can do it, with the exception of a lucky minority.

> But if that were true, why would it be necessary to force the inevitable thing on everyone everywhere?

Because the people selling the inevitable thing want to force their version of it on you before others do, or force theirs into the mindset of those already converted but using something else, in the hope that when/if you do pay for a subscription it will be with them instead of the others.

Re:Why is Google cutting off Search from AI-free schools? He... by philipov on Friday November 13, 2026 @03:30PM (#50489211)
That reminds me a lot of how the Communist Party consolidated power in the Soviet Union. The future demanded by our ideology is inevitable, so everyone better get on board. The ones who aren't part of that future might as well die out. If they resist the inevitable, we'll just have to use force.
Re:Why is Google cutting off Search from AI-free schools? He... by SturgeonsLaw on Friday November 13, 2026 @04:30PM (#50490061)
Same could be said about Neoliberalism in the years since
Re:Why is Google cutting off Search from AI-free schools? He... by aleph_minus_one on Friday November 13, 2026 @03:33PM (#50489246)
> Also the dogma is "AI is inevitable so you better just get used to it and start using it or you will be left behind."

> But if that were true, why would it be necessary to force the inevitable thing on everyone everywhere?

To argue as devil's advocate (advocatus diaboli [1]): It is indeed true that AI is inevitable, so you better just get used to it. But we want you to get used to our AI and not to come competitor's, so we force the inevitable thing on everyone everywhere, so that the inevitable thing that you get used to is our thing, and not the competitor's thing.

---

[1] https://en.wikipedia.org/wiki/Devil%27s_advocate

Re:Why is Google cutting off Search from AI-free schools? He... by mitchdoogle on Friday November 13, 2026 @03:54PM (#50489517)
It's not necessary to force it on everyone everywhere. That's obviously not happening, because the majority of people never use AI.
Re:Why is Google cutting off Search from AI-free schools? He... by WarmWash on Friday November 13, 2026 @12:42PM (#50486986)
The AI being packed into everything are lightweight models that are not compute intensive at all to run.

It's the behemoth models (and their agents) that are actually constrained. There is not enough compute to meet the demand for people offloading their day job sized models.

Re:Why is Google cutting off Search from AI-free schools? He... by dspillett on Friday November 13, 2026 @01:58PM (#50488104)
The demand seen by the big AI companies is largely from those others putting the AI features into everything. In this particular gold rush we actually have two sets of shovel sellers: Nvidia and the big AI companies.
Re:Why is Google cutting off Search from AI-free schools? He... by schnevets on Friday November 13, 2026 @02:19PM (#50488405)
And those shovels are being sold wholesale to software firms who recognize the only choices are adapt or be replaced...

...and, in my experience, those software firms are having a hell of a time selling shovels to bumpkins that seem skeptical of this gold rush (mid-sized organizations suffering from inflation and other economic headwinds)

Re:Why is Google cutting off Search from AI-free schools? He... by jrowen on Friday November 13, 2026 @02:25PM (#50488476)
What is the lesson of the dotcom days? There will be a brief pullback - and a couple goofy businesses will live in infamy - before that tech actually does go to the moon?
Re:Why is Google cutting off Search from AI-free schools? He... by criddell on Friday November 13, 2026 @02:51PM (#50488765)
[delayed]
Re:Why is Google cutting off Search from AI-free schools? He... by stetrain on Friday November 13, 2026 @03:26PM (#50489164)
That many big names during the bubble are not the companies that actually became large long-term successes on the other side.
Re:Why is Google cutting off Search from AI-free schools? He... by jrflo on Friday November 13, 2026 @02:29PM (#50488516)
I think there are two things that can be true at once:

1) For about 1% of people AI is completely transformative to their jobs and let's them work much much faster. Many engineers could easily blow $5,000 in compute per month on AI, and that number is only going up as AI gets better. A year ago, it would have been insane to spend that much on AI, now it's normal. This is driving all the demand, and will continue to be useful.

2) For 99% of people they have no use for AI short of better search. All of the AI tools being crammed everywhere are businesses trying to figure out how to not "get left behind" and ride the hype train. There is no demand for this stuff and I see the parallels to the dotcom bubble.