I’ve never encountered in my life a new technology that was adopted this quickly. In just a few years AI is being used in some way by almost everyone, no matter if they’re tech-savvy or not. It’s also interesting that everyone uses it but it’s also pretty widely hated at the same time.

The demand is there - I just don’t think the revenue streams have been fully figured out yet. Ultimately I think the AI providers will converge on allowing their AI to respond to queries with sponsored suggestions, quite simply because there’s too much money being left on the table to not do that.

Google is making these massive investments because they’re terrified that they’re going to be eclipsed or turn into IBM. But Google has way more of a buffer to play the long game than OpenAI or Anthropic.