The bigger issue is on the model front, can Google compete; Gemini doesnt seem to be able to compete on the heavy expert end; they are doing well on lighter faster models.
I don't get it either... Google has so much talent yet they just can't seem to get it right.
As in convincing?
Or accurate?
Are you about to compare the free tier of Gemini to the paid tier of OpenAI?
> this is just classic quarterly public company earnings BS, where public markets dont reward innovation investment
Genuine question; but aren't these treating stocks as speculative and on vibes? One can say that these comments could be true for the first signs of cracking of dot com bubble. Sure, Web eventually succeeded but many tech giants from dot com era (AOL/Yahoo and so many more) eventually went to dust for spending too much time on the innovative bandwagon.
During the Dot-com bubble really tried to give this example but IIRC there were companies like pets.com who lost 2$ for every 1$ of sale so how a company treats its financials do matter a lot.
The market doesn't seem to reward innovation sometimes because there have been times the first persons to innovative have actually really failed to capitalize on that innovation and many extremely innovative businesses like Airlines (We can literally fly speak of innovation!) have been terrible businesses investment-wise generally speaking.