You may be underselling the infrastructure advantage they have. They aren’t absolutely reliant on NVIDIA the way the other foundation model providers are.
You may be underselling the infrastructure advantage they have. They aren’t absolutely reliant on NVIDIA the way the other foundation model providers are.
I have no real strong opinions on Google stock and imagine they still have room to grow. I was just making a joke that if they aren't hiring very proficient weirdos and are instead hiring the most bureaucratically safe candidates, then they are probably becoming a more mature company.