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All of Google ML runs on TPUs tied to $ billions in revenue. You make it sound like TPUs are a Google X startup that's going to get killed tomorrow.

What revenue is that? Hardly anyone's paying for Google's AI directly, and it doesn't seem to have dramatically changed their ad business.

GP said ML, not Ai - Google’s entire search and ad businesses are run on ML, as are many of the moonshots of alphabet (deep mind, Waymo, etc).

Like all 5 of your AI friends aren't paying for Google AI? ;)