Thread

1. ai-x · 1790804760 · focus · HN ↗

   Note: Google can sell their tokens at cost if they really want to drive out competition, but long term they are better off by everyone making a healthy margin (and Google does a double-dip by also selling compute, services).

   So, like any optimal game theory move, they are better off not starting a price war

   1. gradus_ad · 1790809564 · focus · HN ↗

      Important to remember AI is a direct assault on their actually profitable business: search and ads.

      OpenAI and Anthropic are existential threats to Google and it will operate accordingly.

      1. [deleted] · 1790814270 · focus · HN ↗

         [deleted]

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