> Google can kick ass in AI all day, but soon Gemini is going to be saying shit like, "it sounds like your air conditioner is broken, maybe you should call Clearwater HVAC - they're the best!"

That is the nightmare scenario. The puzzle for me is why you apparently think it just a trap for Google. All of the pure AI companies are burning cash. That is going to stop. Either they go broke, or they do something with ads.

There is a third option I guess, and that is they create something that is useful enough to be worth paying for. It won't be just an LLM, but as far as I can tell they are all just fine tuning LLM's. We already know what the limits of an LLM are, as we are already there.

All except Google that is, who are building AI's for all sorts of things, such as protein folding, weather prediction and driving cars. LLM's were their invention, created by them for doing translation and OCR. And unlike everyone else, they aren't dependent on NVidia as they use their own internally developed hardware. Surely there is no argument about Google being the world's power house of AI?? Most of these efforts will be experiments Google is infamous for abandoning. But it's seems likely one or two will become the youtubes of AI.

I can't see anything remotely comparable from the other AI companies. It's difficult to see how this doesn't end with Google completely dominating the space, and all these LLM companies going broke.