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by CuriouslyC
864 days ago
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Google's competitive advantage is threefold: 1. Real estate - Youtube, Gmail, Maps, Search (for now), etc.
2. Compute - probably still the best in the industry, but with recent Microsoft/meta compute buys it's hard to say for sure.
3. Talent - probably also still the top of the industry. Geoff Hinton and Zoubin Gharamani setting direction and Jeff Dean building it is hard to beat, and the ranks are deep. Yann LeCunn is also brilliant and Andrej Karpathy while less seasoned is one of the top researchers in the field, but overall there's still a bit of a spread from Google's roster, at least when it comes to AI researchers. If Sundar and the other top brass weren't MBA-bots with no vision, and the famous Google bureaucracy had been reigned in gradually over the last 5 years while promoting a builder-centric culture, this would be in the bag for Google no question. Instead, Satya Nadella played 3D chess while Sundar was looking at a checkers board. |
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