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I'd be surprised if Google weren't closer to profitability than basically anyone else, as they have their own hardware and have been running these kinds of applications for much longer than anyone else.


Google is still investing heavily in data centres. Presumably without the AI they could lift their foot off that throttle.


Google are well set up to monetize compared to the others. They just need people to see their ads.


They are also the ones with more to lose to LLMs




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