[adiian]

- ASIC won the crypto mining battle in the past, it's orders of magnitude faster

- Google is not owning the technology but builds a cohesive cloud around it, Tesla, Meta work on their own asic ai chips and I guess others

- A signal is already given: Softbank sold it's entire Nvidia stock and berkshire added google on their portfolio.

Microsoft "has" a lot of companies data, and google is probably building the most advanced ai cloud.

However, I can't think they had a cloud which was light-years ahead of aws 15 years ago and now GCP is no 3, they also released opensource gpt models more than 5 years ago that constituted the foundation for openai closed sourced models.