Hacker News

points by HardCodedBias 1 day ago | 0 comments

1. Cloud killed it.

2. Youtube meh, like always (weird that it doesn't kill it)

3. Search -- this was the issue. QonQ 0.1% <-- the whole story

Everyone has expected Search to, sooner or later, crack. This looks like it may be it.

If Google had 30B in revenue from coding tools and a few billion from Gemini Enterprise then there would be a story that Google could get through this.

But GDM didn't execute. And that's that.

Who knows the bottom. More than 10-15% seems unlikely. But if search cracks again next quarter then we'll see a real revaluing of the business.

Google did not have the proper focus on AI. They should have owned the space. But there were clearly management issues.

[–] dada216 1 day ago

Although Argon hasn't delivered on coding yet I think that it's just the first checkpoint of the new model family since Hassabis, and I think it's promising, so if they can get a few good checkpoints in and then price gauge anthropic they can get that sweet sweet coding tools subscription revenue. Antigravity is not that bad, pair it with a good model with good limits, ideally slightly cheaper than the X5/x20 sub from Anthropic, and I, for one, would switch.

[–] _ink_ 1 day ago

> Youtube meh, like always (weird that it doesn't kill it)

It's a huuuge training set, why would they kill that?

[–] HardCodedBias 1 day ago

Kill it as in "awesome financial results"

[–] alex1138 1 day ago

Youtube has sucked for many years. I just don't know how much Google is responsible for it. Back in 2006, they were dealing with copyright battles (despite the fact they won their lawsuit against Viacom) so Google bought them to help them out with their resources. The site itself has tons of censorship and bad targeting on the recommended videos and I think Neal Mohan has made it even worse the last few years with more and more ads and Shorts and everything