Most of the money that used to go to software is going straight to Google and Meta. The well has run dry.
Why would it go to Meta?
I assume advertising. But I'd claim that the money is actually going to anthropic and to a lesser extent openai
OpenAI and Anthropic combined have less than 10% of Google revenue.
Yes, I'm talking about advertising (or marketing budget, from most companies, going to advertising and not websites and apps).
Like they are building data centers right
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Why would it go to Meta?
I assume advertising. But I'd claim that the money is actually going to anthropic and to a lesser extent openai
OpenAI and Anthropic combined have less than 10% of Google revenue.
Yes, I'm talking about advertising (or marketing budget, from most companies, going to advertising and not websites and apps).
Like they are building data centers right
[dead]