[netcan]

>right now they really really seem to be failing at it. Maybe the core tech in gemini is great. But it's nowhere

I think it's still an open field. Ability to make AIs into products and businesses... that's a lot of the game.

I agree about housing it all inside Google. Not necessarily because lawyers, or even because risk. There are advantages to both in house and outhouse approaches but... Google just isn't that good an in-house.

We do not know, at this point, what are the big businesses opportunities presented by recent AI advances. There's a lot of focus on near-future breakthroughs. IMO, many of the breakthrough products may already be possible to build now.

There's also an innovator's dilemma with the Google search mothership. One obvious area for LLM's is search replacement. "How does adwords benefit?" is not necessarily a question you want to have to answer, if your goal is search-replacement.