What about Google? Anyone has any insights on their unit economics since they own the models and the infrastructure (which is also custom TPUs)? Are they doing better or are they in the same money losing business?
It must be hard for them to figure how much of their revenue is down to AI and how much to other stuff like search. They certainly make a lot of revenue and it would be foolish for them to ignore AI and have OpenAI and Perplexity eat their lunch.
It feels like Google should be able to come up with a revenue figure for search ai results right? How many people do a search but don't click on any links because they just read the ai blurb, but advertisers are still charged for being visible on the page.
tim333|5 months ago
seanalltogether|5 months ago