It occurred to me after playing a game of poker, that I was the fish. I watched the players and those with the junk hands were boisterous.
That reminded me of MSFT/Open AI. Throwing a product out there (while ok, it does some nice things). It would be VERY hard to believe GOOGL. Who has run all sorts of AI tests/in healthcare with alpha fold (deepmind). Its completely incompetent.
Part of me is thinking Google is testing the waters, looking like they missed the boat, but they are letting their competition go first……and maybe fail. That way they can see what the public likes and tweak their AI platform rather than being first to the market. Its a bold move, but google has the most data……they are very astute.
While I have written about the Ad tech bubble and why its the worst since the great recession, GOOGLE IMO is the top dog in AI at the moment. They are letting the other poker players flaunt their hands and then the royal flush will come out.
Also Baird 'failing' and these Sketchy 'google memo released that execs are angry over their missing AI' its all a big show that google might be putting on to SLAP down competition later.
I wouldn't bet against this. Thoughts?
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