I'm surprised with Amazon and Meta in terms of AI. Less surprised with Google, I think Google has a very specific niche they picked. If you really think about it, you don't have to be the absolute best, you just have to keep refining your model for efficiency and cost, and I think that's Google's true goals and secret sauce. Google will snowball into place. They're also used more than most people realize.
https://cloud.google.com/customers/qualia
Then there's Mark Z who is throwing away piles of money, but nothing to show for it other than letting people easily hack his social media sites? I really hope they never let an AI just send someone a link like that again? If you're at the point where a person is taking over an account, have a human review it, check for red flags like a VPN.
> Then there's Mark Z who is throwing away piles of money, but nothing to show for it other than letting people easily hack his social media sites?
I mean, FB/Meta have been using lots of GPUs and compute for well over a decade at this point, they definitely are one of the few companies who can make use of relatively absurd amounts of these to drive revenue (i.e. improve ranking for both personal/organic and paid posts).
Whether or not they'll get a return from this wave is much more up in the air.
I think Amazon is doing ok as the cloud where most customers run their LLM. I think a lot of companies are using e.g., Anthropic models on Bedrock so it lives inside their AWS cloud.