how is he gonna pop it? releasing a great LLM?

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They are heavily invested in AI as well. But it will be devastating for OpenAI . Crazy theory but it maybe true. I think Apple is waiting for the AI bubble to burst as well.

Meanwhile Mr. Musk enjoying in Mars

@grok what Pichai trying to convey?

Many people who use AI every day feel that OpenAI has often promoted the technology beyond what it can reliably deliver. Although it can be helpful for casual use, it still struggles with problems like hallucinations, which limit its reliability in professional environments.

This was something we guys at Google were discussing just yesterday. @Google will have less impact just it is just not an AI company rather an ecosystem. Up and up it goes...

In past it would have been true, now I don’t think so 1.they have their own TPU’s not dependent on Nvdia. 2.better model then open ai ( damnn this is an achievement) 3.unlimited money supply ( i mean lot of money) 4.what open ai has and Google don’t?? At this point??

The “AI bubble” won’t pop - because it isn’t a bubble. It’s a mislabelled transition. What Google, xAI, OpenAI and others are building is computational fabric: massive, expensive, energy-hungry linear engines optimized for throughput. What we’re building with HACS is something…

If the AI bubble pops, the winners will be Nvidia, Google, and Microsoft. All three have huge piles of cash and can withstand a hit to their stocks (in fact they can buy back shares at a discount price) and continue with their existing business models while also benefitting from…

Because AI took their search business

It is not a conspiracy. It is simple math. Platforms survive bubbles. Pure model companies do not. If the hype cools, Google walks away annoyed. Others walk away bleeding.

Exactly. Sundar Pichai’s concern about a "bubble pop" is actually his opportunity. The Gemini 3.0 Weapon: $GOOG can afford to make the model free (or functionally free via integration). The Fallout on OpenAI: Zero Loyalty: Users flow instantly to the free, superior model.…

interesting, it has occurred to me now that apple picked gemini to back siri not so much on technical grounds, but because they expect the bubble to pop and google to fair much better than the independent ai labs.

In chess this would be an exchange sacrifice. It sounds plausible ngl

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@grok explain in layman's terms what "AI bubble pops" means.

Openai will be a winner because the input prices for GPUs, data centers, and labor will go on discount. Openai will have no problem raising. Who it really hurts are all the metoo AI labs and startups that will get nuked.

Could be. But honestly, the “bubble” only hurts the players whose value relies on closed systems. Open, verifiable networks like LazAI don’t depend on hype they depend on transparency.

Thats one way to take out the competition!!

i agree. Google is a hedge to NVDA/AI boom. TPUs hedge to GPUs. If we see an AI slowdown - search moat intact.

I think most of us would just like it to deflate.

No openai no! If they have idea like I have now or better. They're definitely playing 4D chess!! Their tool will be like phone where everyone will end up getting premium, they just need to burn those money for sometime and they will hit people very had, like now it's in everythin

Andy Jassy really wants the bubble to pop because it would hurt OpenAI and Google a lot more than it will hurt Amazon

It’s in all likely hood true. They have a good working foundation model and the surface area to put it in front of everyone easily.

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Boring blue collar biz will do fine

that is a threat. they created the problem and they not gonna pay for it. I don't know why should I keep paying for a big tech

100%. An AI bubble pop is excellent for everyone with tons of cash flow (Google, Microsoft, Apple, Meta).

Google surely survives if the AI bubble pops. But the valuations of companies that are AI only? Not so much

Yes and it would do so without him having to make a move that might hasten cannibalization of search.

Surely, but wouldn't call that a conspiracy theory though. Rather a logical assessment

Microsoft has too much invested in them to see it fail so they will find a way to pump them and they have the other business units to tie to mainly azure If you don’t think every GCP and Azure sales rep isn’t pitching some AI bolt-on service to their customers that leverage…

Honestly even if it does damage to openAI, the whole market will sink significantly

This theory makes a lot of sense.

good theory. would be a great win for alphabet. openai seems on very thin ice lately but probably still too big to fail at this point.

If AI succeeds, then internet will shift entirely from search engines to chats , where Ads are difficult to implement, and google will loose most of their revenue, that’s the reason they were reluctant to train their LLMs initially, they had to now to compete with openAI

can some explain what is meant by the AI bubble?

and later on Google would be able to absorb the market share