I have observed that many people are talking about how Google is the only company playing this AI game with a full deck. While everyone else is competing on specific pieces, Google owns the entire stack. Here is why they seem unbeatable: The Brains: DeepMind has been ahead of the curve for years. They have the talent and the best foundational models.
The Hardware: While everyone fights for NVIDIA chips, Google runs on their own TPUs. They control their hardware destiny.
The Scale: They have the cash to burn indefinitely and an ecosystem that no one can match.
The Distribution: Google has biggest ecosystem so no company on earth can compete with them on it. Does anyone actually have a real shot against this level of vertical integration, or is the winner already decided?
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