> main index has a good signal anymore maybe (this could be discussed), but the problem there is nothing better..
> then we could each define our own 'index' to get the slice of perspective we find useful. its too much work for 98% AI consumers. In reality, AA is best what we have as aggregated score..
> The ground-truth metrics would be forward ROA and ROIC. that's not ground truth in environment when landscape (AI) dramatically changes every quarter, and investments are uncertain bets with huge win potential. Your…
Its just interesting how wall street views ant and google as the same caliber companies, even google has way more stronger baseline and ant is way more under the water.
> but larger more staid companies will take a lot longer. I still believe large spenders already advertise on multiple channels and balance budgets based on performance.
google still highly profitable, so operation income indicates how healthy is business, and eps/net income indicates how agressively they reinvesting.
meta earns lots of money too
Big spenders already do not bid on google directly, but balance budgets automatically between multiple platforms and channels base on performance
> what channel actually provides most of these ad buys that would satisfy their ad dollars? advertisers decide which channel justifies. They still bring 250B ads dollars to google search, meaning it provides more than…
Ok, this one happened because they invested into AI hardware build out. Actual operating income grew 30%+ q/q.
> that search/ad revenue actually grew 12% it grew compared to q3 2025, but it is flat (0% grows) compared to q2 2026.
> Their earnings missed by almost 30% which exactly earning number missed by 30%?..
They can't juice, because advertisers are now good in calculating conversion rate, roas, cpa, etc, so they would shift budgets to other channels like overnight if see Google underperforming.
we need to make semi-educated decisions to pick model somehow, and AA is the best what is available
We live in state where it is very hard to do anything without breaking law, so some common sense judgement is required before coming to morality verdict.
> They have no faith in humanity because they think humanity consists of psychopaths like themselves. it could be true. You can think about how much say avg American cares about life quality of people in Bangladesh.
> Who is going to migrate from Claude's for this without an enormous incentive? Claude has the trust and the ecosystem for those who want the very best. Both A and OAI regularly screw devs on quota. Switching for many…
US still in top N with not significant diff in index value from leader.
What is human baseline? How it stacks against 10% LLM accuracy?..
Sure, he won't be billionaire anymore, but just one of racers to become warlord. He will have significant advantage: being in bunker, controlling small or large army of drones, and be able to pre-select team base on…
Unless surface will be totally radioactive, some others will survive too.
there is no absolute system. Even in today's world military and cops can turn against government any moment as other commenter said. In some cases system converges to stable state, in some not (endless coups and civil…
I think humans will survive.
imagination of my inner villain says sec team would have collar activated before entering inner bunker, with little explosive which would activate by AI or zuck if even little attempt of aggression happens.
it could make lots of compute way more efficient, not sure why it is catastrophe..
> main index has a good signal anymore maybe (this could be discussed), but the problem there is nothing better..
> then we could each define our own 'index' to get the slice of perspective we find useful. its too much work for 98% AI consumers. In reality, AA is best what we have as aggregated score..
> The ground-truth metrics would be forward ROA and ROIC. that's not ground truth in environment when landscape (AI) dramatically changes every quarter, and investments are uncertain bets with huge win potential. Your…
Its just interesting how wall street views ant and google as the same caliber companies, even google has way more stronger baseline and ant is way more under the water.
> but larger more staid companies will take a lot longer. I still believe large spenders already advertise on multiple channels and balance budgets based on performance.
google still highly profitable, so operation income indicates how healthy is business, and eps/net income indicates how agressively they reinvesting.
meta earns lots of money too
Big spenders already do not bid on google directly, but balance budgets automatically between multiple platforms and channels base on performance
> what channel actually provides most of these ad buys that would satisfy their ad dollars? advertisers decide which channel justifies. They still bring 250B ads dollars to google search, meaning it provides more than…
Ok, this one happened because they invested into AI hardware build out. Actual operating income grew 30%+ q/q.
> that search/ad revenue actually grew 12% it grew compared to q3 2025, but it is flat (0% grows) compared to q2 2026.
> Their earnings missed by almost 30% which exactly earning number missed by 30%?..
They can't juice, because advertisers are now good in calculating conversion rate, roas, cpa, etc, so they would shift budgets to other channels like overnight if see Google underperforming.
we need to make semi-educated decisions to pick model somehow, and AA is the best what is available
We live in state where it is very hard to do anything without breaking law, so some common sense judgement is required before coming to morality verdict.
> They have no faith in humanity because they think humanity consists of psychopaths like themselves. it could be true. You can think about how much say avg American cares about life quality of people in Bangladesh.
> Who is going to migrate from Claude's for this without an enormous incentive? Claude has the trust and the ecosystem for those who want the very best. Both A and OAI regularly screw devs on quota. Switching for many…
US still in top N with not significant diff in index value from leader.
What is human baseline? How it stacks against 10% LLM accuracy?..
Sure, he won't be billionaire anymore, but just one of racers to become warlord. He will have significant advantage: being in bunker, controlling small or large army of drones, and be able to pre-select team base on…
Unless surface will be totally radioactive, some others will survive too.
there is no absolute system. Even in today's world military and cops can turn against government any moment as other commenter said. In some cases system converges to stable state, in some not (endless coups and civil…
I think humans will survive.
imagination of my inner villain says sec team would have collar activated before entering inner bunker, with little explosive which would activate by AI or zuck if even little attempt of aggression happens.
it could make lots of compute way more efficient, not sure why it is catastrophe..