[unoti]

> The scale they have means that they could reduce that "advantage" in a matter of hours if they wanted to. 100m monthly active users vs Google 4.3b daily active users.

I’m not so sure they have the Datacenter capacity with GPU’s to make that happen overnight, even if they have the software. They have an advantage in the demand side of that equation, but the supply side (datacenters, capacity) is a real challenge not to be overlooked.

[Mountain_Skies]

With the current state of international relations and supply chain disruptions continuing to ripple from the pandemic, if I needed to rely on being able to quickly access a large number of GPUs or other microprocessors, I'd be very nervous right now. Not sure Google is even wake enough to see any of this.