google’s about to do what Meta did and stage a big comeback in AI - they’re on track to be the #1 spender on compute next year ($350 billion) plus they’re now cooking up MULTIPLE models at a time (Carbon is next) but the strongest indicator is their enterprise growth - they’re finally converting their stickiest moat to use their AI, huge turning point (and exactly what meta’s doing with muse enterprise) gemini is officially Google’s fastest growing product, it grew by 600M users in 3 months to hit 1 billion users in august

jack’s pretty spot on here, you don’t need to be an ai researcher to see it either: - 3 years ago ai models couldn’t do simple math. couldn’t count the letters in “strawberry” - today the most powerful models have solved coding and are solving the most challenging problems in maths, physics and genetics. soon (and i mean very soon) it’ll expand for medicine, cancer, knowledge work etc - model’s are improving at a blistering pace, new releases every 13 days. this eventually snowballs into rsi. - all while the cost of intelligence is plummeting. the frontier models of last quarter is now being served to you at 1/8th the cost. and the craziest part is barely anyone is even using AI. there’s a whole wide world of jobs, tasks, problems that can (and will) be eaten up by the singularity we just don’t notice it because it hasn’t affected “us individually” but doesn’t mean it’s not coming. anyways, think people will be very surprised next year when what ai did to software engineering comes barrelling into modern day humanity.