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Comment Re:Are they making a profit yet??? (Score 1) 54

No, they can't. They're already seeing searches decline as people move to asking LLMs instead.

Google Search has been declining for a very long time. It's not LLM's driving people away from Google Search, it's the experience itself. People have been lamenting long before AI about how much less useful Google Search has become over the years. First it was because of companies using SEO to gamify the whole thing and get their commercial interests listed over actual helpful info. Then it was Google pushing more into advertising so you had to search inside the search to find the relevant results that were not being promoted. Then add to this the (relatively) recent privacy concerns about data-mining, tracking, and general creepiness from large technology companies like Google, Facebook, and Amazon that is turning people off from using their products because of how the information is sold and used to stalk them other places.

The LLMs actually end up using Google, but that doesn't generate any ad revenue for Google (that's something Google may have to figure out how to put a stop to).

I do agree with this point. Stopping API or screen-scraping shenanigans that are resulting in LLMs using Google's services while stopping revenue is a concern they should address... much like Google abusing access to news outlets and presenting information in a way that prevents the actual authors from gaining compensation for their content.

If it requires massive CAPEX, that's less problematic as long as it can be funded from revenues (including future revenues),

That "future revenue" is a pretty big "if". Meanwhile the resources for this are not really practical from an environmental standpoint, at least as long as the AI makers keep thinking making deals with existing fossil-fuel utilities are the solution and not building their own solar/wind plants to power their datacenters. But their C-suites aren't concerned with that.

Comment Re:Where's Sora? (Score 1) 57

AI generated memes of dead actors who can't sue to get their likeness taken off the the platform

Any actor popular enough that Gen Z wants to pretend to be them doesn't die. Their physical body might cease but their estate will continue for at least two more generations as their progeny fight for more money they didn't earn.

Comment Re:TikTok? (Score 1) 57

Gen Z is only a small portion of the internet-using population. Boomers, Gen X, and Millennials haven't hung up their keyboards and are on other platforms Gen Z considers "dead". Plus Gen Z prefers user-generated content to traditional streaming services so they are also using YouTube along with their older peers that may not "get" the short-runtime Tiktok vid. So YouTube as higher viewership overall.

Comment Re:Are they making a profit yet??? (Score 1) 54

You're still deflecting from the actual question. Is the AI business, when measured alone regarding its costs and revenue, profitable? Whether it's considered a "Search Business" or not is inconsequential. Saying we have to look at it combined with other Google search entities is literally the issue I'm warning about.

The AI business is not succeeding if it needs to be amalgamated on a balance sheet with other ventures

Google can grow their "search business" revenue without having to steam-shoveling resources into an AI furnace at an exponential rate.

Comment Re:Sounds like an escape clause. (Score 1) 60

If they do that they'll have to take responsibility for the consequences when shit happens...

Yup, just like most companies today face meaningful punishments when they have security bre-- BWAHAHAHAHAHA. Sorry, I couldn't continue that with a straight face.

Comment Re: Shocking. (Score 0) 34

Also no it's not the only way people can contribute. How much have you donated? Or let me guess, you only care about using the product for free and thing bug reporting is worth its weight in gold?

Maybe you guys should just add price tags to all bug reports so users know how much they need to pay for you to care. Lots of goalpost moving here. First you give the ol' cliche "if you want it fixed, get coding" to now bringing how much one has contributed financially into it. You're making commercial software sound preferable. At least then we know the relationship is transactional up front.

Comment Re:Are they making a profit yet??? (Score 1) 54

That's not necessarily true in the slightest.
If it is, they won't be able to hide that- they're a publicly traded company. And lying about it is literally a federal crime.

It's not lying about it. There's no requirement a company line-item every single product on earnings. Apple has been doing it for years in their reporting, that's why none of the rumors sites can give hard numbers on how badly the iPhone Mini flopped (or the iPhone Air is flopping now) -- Apple has them reported mixed with the more successful models. Their "services" category in earnings includes AppleCare, iCloud, Apple Music subscriptions, App Store fees, and even the Google Search licensing payment. Here is one of their 10Q filings if you want to see for yourself. There is no breakdown of those individual services listed.

Comment Re:Great (Score 1) 63

Devices like that normally advertise (or at least mention it) on the product page. It's supposed to be a security feature.

I don't have any personal experience owning a Windows S device, but I feel like I've looked at it before and simply trying to open a command prompt triggers a message about it and steers you to a setting to disable the S mode, with lots of scary language added about how if you do there is no way to put it back.

Comment Re:Great (Score 1) 63

--
I forget what 8 was for.

It was supposed to make Windows universal on personal computers, tablets, and smartphones. One interface for all three. Apps that ran on all three. Normalize an app store that set guardrails up on what you did on your computer, and brought Microsoft revenue just like the iOS App Store does Apple.

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