15 pointsby beardyw6 hours ago3 comments
  • radicalriddler3 hours ago
    I’m sure the market is less interested in that number in isolation, and how that number compares to growth in other cloud platforms like Azure and AWS during the AI times
  • ahartmetz5 hours ago
    The AI demand is a lucky external event, but you only get exposed to these if you stick around. Lesson for Google not to kill products so quickly, maybe?
    • wildrhythms4 hours ago
      Seems like it's Cloud that's earning money for them; not 'products'.
  • HackerThemAll4 hours ago
    The only company that actually profits from the AI craze.
    • TacticalCoder4 hours ago
      > The only company that actually profits from the AI craze.

      NVidia is doing great too: they're selling the picks and shovels in this AI gold rush.

      • cyanydeez4 hours ago
        mmm, some of what they're accepting is the future potential gold that might exist if the system doesn't crash.

        You should look into the circular financing.

        • TacticalCoder3 hours ago
          I know, but NVidia is at least profitable.

          Should the whole AI thing be a bubble that'd crash and burn, I don't expect NVidia to disappear from the surface of the earth. Companies at the other side of this circular financing: I'm not so sure they'd survive.

          • cyanydeezan hour ago
            I understand, it has a real product it can fall back on. But it's also bloated from all the debt it's taking on and if the market does tank, it's questionable how it functions. Its like someone taking steroids: sure, they got all those muscles now, but emotional disregulation is a bigger problem.