I wonder when/if we’ll see Gemini beating Fable and Astra. Last year I would have confidently bet Google will overtake the others just because they have the data, the hardware (TPUs) and a fat advertising money pipe and yet they are still behind. Anyone anonymous at Google want to hint when Gemini 4 will be out?
Not sure what your comment mean in the context of parent's comment.
As opposed to what, them not having it and burning money that isn't their instead like openai and anthropic? At least Google is feeding itself instead of having to create a bubble to stay alive
In a quarter with record breaking income of over $100 billion, they also had negative $5.9 billion in free cash flow from their "bank account", because the people selling them chips and building them data centers want to be paid, while the investment itself is depreciated over time.
If my quick search is correct, Google is sitting on a quarter trillion dollars in cash and marketable securities. They could keep doing the negative cash flow thing at this scale for another decade.
rdtsc · · focus · HN ↗
_s_a_m_ · · focus · HN ↗
nolok · · focus · HN ↗
As opposed to what, them not having it and burning money that isn't their instead like openai and anthropic? At least Google is feeding itself instead of having to create a bubble to stay alive
verdverm · · focus · HN ↗
msabalau · · focus · HN ↗
If my quick search is correct, Google is sitting on a quarter trillion dollars in cash and marketable securities. They could keep doing the negative cash flow thing at this scale for another decade.