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by babelfish 205 days ago
ChatGPT being the #5 website in the world is still indicative of consumer demand, as their only product is AI. Without commenting on the Google shims specifically, AI infrastructure buildouts are not speculative.
2 comments

It's indicative of the demand when it's free yeah, try charging every user just to operate at cost and we'll see what the real demand is.
Google isn't chatgpt. Normal people have no idea what Gemini is and are annoyed by the crappy AI summaries in their Google searches.
That's not true at all. People love things like nano banana and notebooklm.