They're planning to spend even more money on AI.Will they continue this downward spiral? Or will they start making boat loads of cash again?
>>109361667They will crush Open AI and Anthropic
Thank god, can it pop finally?
that's an over 15 billion dollar difference. how will shareholders ever recover from this?
>>109361667oh boyGoogle was the last one of the AI training companies that was still rising on the stock market
>>109361667Late Stage Hinduification. Itl happen to Microslop soon
>>109361708>soon
>>109361667well maybe shoving gemini into every search query was a bad idea after all
>>109361667>They're planning to spend even more money on AI.
>>1093617322 weeks.
>>109361667ADVERTIZER-SAN DON'T LOOK
>>109361932>ADVERTIZER-SAN DON'T LOOK
>be Google>have the largest search index in the world>nothing even remotely compares to it>can literally ask whatever amount of $$$ for API access to it>they don't
>>109361956why would they sell access to that? it would create competitors which devalues their ad business
>>109361708Hopefully Shiva will finally destroy this industry.
>>109361667That's strange, Indian GDP grew by exactly the same amount during the same period.
it'd be pretty funny if AI is the thing that manages to bankrupt all these companies
>>109361667its ok, sundar will fix it by laying off all the remaining american works and move everything to india.
>>109361667>>109361998LLMs have already plateau'dThe investors don't understand this and still think "le AGI in 2 weeks" meme.This shit will be like dotcom bubble meets 9/11
>>109362067These will be the sixth wave of layoffs, and we have become exceedingly efficient at it.
>>109361667>will they start making boat loads of cash againthey still are, they're literally posting record profits. "negative cash flow" means jack fucking shit.
>>109361998there's no way youtube would disappearor all my emailsthat couldn't happen
>>109362120>that couldn't happenAnon... I...
>>109362120YouTube is bringing in a shit load of money due to companies paying for ads and goy cattle paying to not see them through premium subs.
>>109362141for real though those companies are in the too big to fail ballpark, supporting too much of the world's infrastructure, they'd get bailed out
AI repleced me
AI bubble doesn't exist btw
the spend is fine, but they've been farming too much of their compute out instead of letting deepmind ripthey're behind the chinese labs and only just doing a new pretrain after like a yearthey'll be fine either way, but they need to get their shit together and put out a good model again
>>109362164Gmail and adsense maybe, no way in hell youtube gets a bailout not even with this circus administration.
>>109361667But think about how much better google search is getting.
>>109361667greathoping every tech giants sees negative incometired of everything being jeeted and enshitified
>>109361956*blocks you from actually searching for stuff*Uhh, based alert?
>>109361698>loses $15B in 1 quarter>$60B loss in 1 year>possibly $100B loss since every company is spending more and more on AI every single month and it's not just a flat $15BHow can companies just lose $100B a year? For a glorified search engine that sucks shit half the time?
>>109361667what they lose per token they will make up in volume
>>109362235When was the last time Google Search actually improved? 2015?
>>109361667why are you guys not starting your own search + ads company?if you'll do this, please make them ethical, non-aggresive, non annoying ads.>>109362235oh, yeah, I love how it shows completely unrelated stuff and seems to block me all the time as if I was some kind of threat, while, oddly, their AI answers has the links that I was looking for. it's almost as if they destroyed search on purpose...fucking retards.
>>109361667Two more weeks snailcat and the bubble will burst, right?
>>109361956When the golden ideas put you in the red
>>109361667People who don't know the difference between profit and revenue are going to lose their shit
>>109362091We're way past LLMs nowNow we just build a trillion wrappers over the LLMs to mask the trillions of faults using them to answer poorly worded questions produces
IT'S BECAUSE YOU USED ADBLOCK!ALLOWLIST GOOGLE ON THIS HECKIN' INSTANT
It's funny because this shit's set off quite the shitshow in the stock market that had previously been hammering the ram cartel and semiconductors in general down on the theory that the spending would stop.Now everyone's like, now what?
>>109361667Too many indians. It's genuinely too late already.Dumb whites hired indians in the beginning because their experience of indian culture was postcards. They saw the inflated credentials and cheap costs and went "Wow, what a deal!" completely oblivious to the fact that their credentials were all fake. Once indians were in they reccomend more indians and more and more, and now it's all a bunch of indians who don't even know how to code.>B-but Google money was going up this whole time!?!No shit. That's what happens when the world gets more computers and a bigger population. Expansion was always going to happen, it's the collapse that wasn't necesarily gauranteed. Now they're going to implode down the line thanks to an overabundance of indians, and the only thing they'll do to remedy their current situation? Fire the competent people, hire more indians. Lol.
>>109362777what's free cash flow then, profit or revenue? did they pick a misleading name for the particular metric they chose to portray?
Out of all the pumper stocks right now, google has the best chance of surviving it all given the rest of their business. Openai wont be able to pivot to like selling shoes online.
can someone explain me what is happening
>>109363396number supposed to go UP FOREVER but now number go DOWN
>>109363396googl is spending more so they can keep up with the competition. less money for their shareholders or something. googl has billions in the bank, probably irrelevant. gotta spend money to make money
>>109361667The best part? their models are the worst among SOTA modelsS : Claude GPT KimiA : Random other chink shitB : Gemini
>>109361947>Artificial intelligence?>A-artificial intelligence? At this stage of technology, in the current year, running entirely on gaming hardware?>Yes>May I use it?>Only until July 15th
>>109361667Google will be just fine, at the end of the ai bubble they will be buying anthropic or openai, because they are building their own hardware like Nvidia. I would be surprised if Openai and anthropic exist in a few years. I expect they will be bought up by Microsoft or Google
>>109362091>LLMs have already plateau'dWishful thinking. They get better every few months, if anything it's accelerating. Only a year ago I was still getting it to generate one file at a time and manually checking, testing and integrating it. Now I just write a bunch of constraints, tell it to write tests, tell it to implement the program to pass the tests without changing them. I barely even read the code, I don't need to. I just need to check that the tests test everything important, and that they pass.
>>109363499Google will buy anthropic or openai for pennies
Oh shit
>>109363585>They get better every few months, if anything it's accelerating.Marginally.>Only a year ago I was still getting it to generate one file at a time and manually checking, testing and integrating it. Now I just write a bunch of constraints, tell it to write testsThis is the tooling around the LLMs, rather than the LLMs themselves.
>>109362689luddites and snailcats are wonned doe
>>109361667It's not "profit loss", it's negative cash flow, which means that they spent more money than they generated in this quarter.They're still disgustingly profitable.
>>109361667>negative cash flow>profit lossretarded nigger
>>109363300They did not, you're just not familiar with the terms.Revenue: all the cash you generate from sales in your businessProfit: all that you get to keep after cost of the goods you sold, expenses and taxes.Free cash flow: the amount of money that comes in from sales minus the amount of money that goes out during a timeframe. In this case, the timeframe is the quarter.Google is literally still the most profitable company the world. What happened is that, in this quarter, they paid all their expenses, their taxes, then took their quarterly profit and 5 billion more from the 126 billion they have on hand and spent on building datacenters.
>>109362209NTA but I wish I was an optimist like you. YouTube is basically a state apparatus for soft power, both inside the US and internationally. I guess you just can see beyond the propaganda because you were the first victim.
>>109364215You’re trans
>>109364269>google isn't going to spend anything in the following quarters... because I said so, ok?Holy cope.
>>109364269>Free cash flow: the amount of money that comes in from sales minus the amount of money that goes out during a timeframe.So they profited so hard they went into negative profit.
>>109361667I just recently stopped using google maps too, i cant recall the last time I used google search. I dont have a gmail. I use rumble and front ends. They jeet-ed themselves on AI. Theyre now selling dick pills for ads like clickjacking scam.in site. Im honestly surprised they were making money.
>>109362091>LLMs have already plateau'dLmao, if you keep saying it every week for 5 years straight, you might eventually be right.
>>109361667I'd say that every "look! muh bubble is popping" post before this has been cope, but this one might actually mean something
>>109364347>Google is going to continue spending in the following quarters, because I said so ok?
>>109362091the personal 8 bit gemma 4 MoE I run with thinking is noticeably better than the best shit gpt4o was crapping out just last year. Ais are improving continuously. And I'm just an uber poorfag who can't do anything with good large models and agents and shit.datasets are being cleaned up, training is improving, the architectures are continuously improving, love it or hate it this is only moving forwards. by this same time in 2030 the models that can run on a 12GB phone will compare to these top end things of today.Look at it this way gpt4 was a 1.6Trillion model and we have things significantly better than it that are 1/50th the size.They are still just tools though, word transformers. Your instructions are followed exactly as you put into it.
>>109361667The US Government will give them some very juicy contracts for it so it'll be worth it in the end.
>>109361667but didnt I see some headline saying they made the most profit ever thanks to accelerator sales?
>>109364269>What happened is that, in this quarter, they paid all their expenses, their taxes, then took their quarterly profit and 5 billion more from the 126 billion they have on hand and spent on building datacenters.or they paid it to debtors and power companies and other bills, but nice assumption there elon
Good
>>109361667Nothing ever happensAlso the economy is fake
>>109361667IT'S ALMOST LIKE LLMS ARE JUST NOT PROFITABLE
>>109361667Ha more like COPEx
>>109361667What did they think would happen when they ruined search? I have to use Brave search and Yandex now to actually find things.You reap what you sow.
>>109362091Robotic industry will carry it into stratosphere in coming years. Forget about bubble, it will never come.
>>109361680my company spends ~$50/day for tokens I burn in Cursor. that's $50 for maybe 3mins of spinning fans in some data center. and on my team I am one of lighter AI users. there's no way in hell this isn't profitable once they roll out all the infra.
>>109362164>for real though those companies are in the too big to fail ballparkThey really aren't.>banks fail in 2008>the entire world economy collapses>the world falls into a great depression that eclipses 1929>famine, breadlines, revolutions>war returns to civilized lands (western europe and the US)>google fails in 2027>stock owners wiped out>tech heavy 401K's obliterated>dead waymos clog the streets of san francisco>people are forced to use a different email provider
>>109361667Are we feeling the AGI yet? Or in this year at all?
>>109365908if IQ was of any use whatsoever then average IQ wouldn't be 100
>>109364456No. They profited alright. They just chose to use all that profit plus some money in their wallet to invest. It's a choice, not a loss. They could have not done this and pocketed the profits.>>109364347They said that they will keep spending like this. But it's a choice.
>>109361667Is everyone just holding on and telling themselves just more compute, just one more model revision and they'll finally crack it?
>>109361667they will win the inference war since they don't bother with SOTA, they just put out your average everyday usage models and use their own TPUs for inference. it's not a winner takes it all tech, no matter how much the other companies bet on it
>>109361667if this is the price for turning all search results into utter jeeted shit suggestions so be it
>>109365403You can read their quartely report if you want. Their profit was actually absurd this quarter (112 billion), but that's considering the appreciation of investments they made. The profit from their revenue alone was around $33 billion after taxes.
>>109361667Lmao good! FUCK THE GOOGLE!
>>109361680 Yes. Just two more weeks
I kind of get it now why the goyim are so broke.You don't understand the most simple concepts of accounting. How do we expect you to save some money and not spend it all in action figures and uber rides?
>>109361667does not matter how much money they spend if they can't retain talent and they can't
>haha! now people will be forced to use or cloud servers! we've won! suffer, peasants! All your base are belong to us!>what? cash flow went negativeTruly ran by the dumbest apes I've ever seen. They forgot how economics works.I'll bet ChatGPT will have the same problem. All AI corps will. And if it is confirmed that they merely contracted this artificial shortage for the sake of personal leverage, then that's fucking hilarious.It doesn't help that they've installed so much web2.0/3.0 gobble-di-gook into the internet that it must cost them a FORTUNE to run while not really providing any leverage with security.
>>109361956Wrong, it's the opposite. They paywalled shit and it just slowed things universally to a crawl, made it expensive and now their net cash flow is not coming in anymore. They changed that years ago and it's been fucking up the internet since. People warned this would happened.
>>109363597But that was me before this.Now it's actually getting better.
>>109361667Deserved. Say it with me with me niggasFUCK GOOGLE
>>109364241>he doesn't knowThey will say this isn't what people think it is.But the GFC proved that this was a lie when corps said it.You're talking a loss of liquidity here. Rapid loss of liquidity.That's HUGE. I would prefer more debts than a rapid loss of liquidity.
>>109366552if only you knew how valuable this slop is going to be
That being said, generally more debts also lead to a rapid loss of liquidity too.If the revenue cannot rise enough, Google are officially fucked.The fact that they didn't anticipate a free cash flow issue here is a bigger issue than a loss. Far bigger. Panic stations. And this might dominoe globally. Welcome kids, we saw this in 2008. Are you prepared for Mr Bones' wild ride?Because you can't get off.That's what I said in 2009 on here. Nothing has changed. It's just worse. China will have issues too. I think India might get hit the hardest and silk road countries.
>>109366552They have $242 billion in cash, cash equivalents and marketable securities as of now. That's as liquid as you get.
>>109366585but line go down
>>1093665742bh, a negative economy does lead to kids actually trying to study this shit and try to understand the problems, so there is that. I know that personally.Then they replaced them with indians that didn't know that shit and AI who just told them what they wanted to hear while probably actually understanding the real problem. They just literally cannot say it. That's malicious behaviour.I also think web 2.0 will be brought to attention as a potential financial hazard.
>>109366585I will have to check it. But there were probably earlier distress the moment inflation and scalping became an issue. Those datacenters are not cheap at all. Soon those Indians won't be either.
>>109361667Don't forget that hundreds of employees put a lot of effort into cooking the books. The actual losses are way higher.
>>109361667Good. Bleed more money faggits. I hope the AI ecosystem crashes to the ground. Investors fly. I'm willing to sacrifice gazillion of jobs if these companies will go bankrupt. Fuck them machines.A machine will never be human.
>>109366616These numbers, including the free cash flow, come from the same report, retard.
>>109361667copied from another thread i answeredlet's hope google shit together asap i have not been working with google services for a few years 6 months ago they were top of the world.Antigravity was devouring market share, google play dominant in android with a monopoly, people were getting big google subscriptions for the first time just for the AI thing and getting a whole bunch of services with them.Since then they fucked antigravity, google play is not approving apps and charts have been broken for almost two months, antigravity limits went to shit you can't ask anything or you reach limit (yet they give free ai for every google search), and they lose the market monopoly in a trial (yet they keep fucking with google play own publishing system like not approving apps or charts not working).Oh and i almost forgot how gemini was the top AI for image generation and very good at most things and then lost image generation because they added a censor layer above it that do not allow to generate anything with people and gemini got behind claude and open ai models, oh and i tried their hosting service and digital ocean and linode were like 10x faster and cheaper.it's seriously crazy when you combine this with the fact they have negative cashflow for the first time in decades.They still have a good base, good teams, good AI they can improve good methods even if mostly aimed at big companies but they must get their shit together asap.
>>109366822oh and i almost forgot they gave free youtube to 20 usd pro subscribers then they made a youtube lite thing that basically did not allowed anything with music to be premium (like wtf).And i just realized notebook llm is marked as notebook llm in the top right corner while they changed the name like a month ago.it's like parts of this company are no longer communicating with each other, they have good services but they are totally out of sync, android devs tell them charts are not working and new apps aprovals are stuck nobody listens, antigravity users tells them quotas have gone to shit and they say nothing but add ai to every search.it's like they have 150 iq teams on each product but when things go wrong nobody upwards listen or do anything to get things in sync again, i seriously hope they get their shit together google can be a stabilizing factor between open ai & anthropic, not to mention android benefiting from vibe code app revolution can actually finally take over IOS in the first world (specially once apple realizes their shared memory system will have massive demand for desktop and they throw IOS phone market to shit to focus on that other market)
>>109366738it does not seems to be AI which is the problem as i pointed here >>109366822>>109366829their products are out of sync, people wanted to buy ai subscription and instead they give them 2tb drive space but no quota for ai models then they add ai model to every google search.Some services do not work or are broken and not being fixed, they rename a service but the interfaces still have the old name everywhere as if nobody gave a shit about updating it.It's like motherfuckers have some of the smartest people on earth and suddenly nobody is coordinating them anymore.
How is google ai supposed to be profitable anyway if a million searches every minutes trigger a whole server farm for an opinion.
>>109362689The bond market is hungry for the blood of investorcucks, your magic finance machine is going to blow a gasket.
>>109361667googles goal is to generate shareholder value. they are up since the start of AI-era but it is risky job wise for the board to be spending on hunches.
>>109363176I guess they moved from functionalism to emergence lmao.It's a pure material construct yet they think harness will lead to intelligence emerging, instead of realizing it's determinstic all the way down, shit at the base, shit at the top.
>>109365847They run at a loss that's the point. They can't charge enough to cover the constant cost for new hardware.
>>109362141youtube is a propaganda machine, which means money is no subject.i don't believe youtube has ever been profitable, which should tell you enough.
>>109366579>I think India might get hit the hardestThen it'll all be worth it.
>>109361667They've been jeeted. A slow and steady decline of the site. Image search barely works unless you want to shop for what they're wearing in the pic. They did away with page caches a long time ago. etc ...
>>109364330>heh I am so enlightened governments will be able to keep the most expensive propaganda machine in the history of the universe running when everything around them comes crashing downWhich eceleb did you get that one from kiddo?
>>109362417>How can companies just lose $100B a year? For a glorified search engine that sucks shit half the time?They will just get prefential loans and financial injections for pretty much nothing from private equity which will be allowed to borrow from the fed at negative interest rates or just straight up cash injections for market stimulus.
>>109362689Snailcat is cute
>>109364241Usually if a business spends more than it makes that means it’s not profitable
>>109362689The only genocide will be owners of any machine with an IP that has ever touched shart
>>109361667Good. But what's capex?
why are the posters here anti tech anti ai and generally low iq takes full of retarded fucks lolisnt this suppose to be the best tech board why is it overrun by chuds who know nothing?
>>109367957retard
>>109366829That would require a massive de-indification.
>>109366520I can't wait until January. Everyone is going to lose their shit.
>>109361667>Fuck AI I hate when companies are investing in developing something new instead of just spamming clone services and selling data AIDS patients are so obnoxious
>>109361667I don't understand economics.
'they' are a bunch of 'faggots'
>>109369492profit is for the big noses, everything else is for you
>>109365847yeah but it must be optimized to a point where a 30B model can run on a toaster, they already did a great job, I tested a small 3B model running in a celeron cpu without graphic cards and it was usable but dumb
>>109369532too bad the industry is flooded by jeets with better personal hygeine skills than their software optimization skills
>>109368917idk google is pretty big i do not know how long the market will allow them to shit the bed, they really are a stabilizing factor because they keep big companies away of smaller services that may be better like linode or digital ocean, they also would have put price pressures down on anthropic or openAI if they did not shit the bed.They even had the most efficient AI chips as far as we know it's hard to understand why they are failing in some areas that badly suddenly.
>>109361667>>109361680Intel had great earnings, popped 14% to $114 after hours, fell flat during futures, then fell 10% the next few days to $91.
>>109361667i fucking hate ESL's so much
>>109361702oh man, when you put it that way. Does this mean that the ai bubble is finally popping?
>>109361667Maybe curry-cooled servers will work more efficiently?
>>109361998From like a meta level perspective it is even funnier. For lots of things software itself is the means in which to automate/augment things humans were doing via computers. AI under this idea is basically the be all end all. Like true proper AI. I don't think will ever happen. So ya the concept of trying to build it leading to the downfall is hilarious. Something like an Icarus/tower of babel concept for humanity.
the reason is obvious - welfare parasites
>>109365565Good
>>109366725I imagine the paper shredders will be making the most money in the end.
>>109367741>They did away with page caches a long time ago. etc ...Now that you mention it damn. I've been trying to move entirely away. Unfortunately harder to do nowadays.
>>109361667"We're getting close to AGI" announcement in two weeks
>>109371779We've had AGI for two years.
Everyone always copies what I do and I'm deGoogling. Also getting rid of some other normie shit like Windows when I can. I don't think I can go without Uber though, it seems like the most seamless way to get a babe home, taxis are pretty ick, don't you have to call them? App is easier.
>videogames aren't making money>hollywood isnt making money>AI isnt making money>Google isnt making moneyuhhhhh
>>109371872Worst of all is that money is fake
>>109371872>videogames aren't making moneyThe most vocal whining about Xbox layoffs are the same ones who avoided everything Microsoft and Xbox for the past decade.
>>109365907You forgot the part where the government loses one of their most valuable surveillance apparatuses.
>>109372494Nobody on this site should be whining in the slightest about any of these horrible corporations getting economically assraped. They should only be cheering it on.
>>109365810>IMG_0008.jpg
>>109371872We can just print money silly, that's a basic technology
