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ex-Googlers published a map of every internal tool Google uses and its open-source equivalent. 15,200 stars. 1,100 forks. 99 contributors. → Borg = Kubernetes → Spanner = CockroachDB → Colossus = HDFS → Dremel = DuckDB / Presto → Chubby = Zookeeper → Stubby = gRPC → Zanzibar =...

233,485 просмотров • 3 месяцев назад •via X (Twitter)

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Chamath is making one of the most important business arguments of 2026. Half of large US companies right now cannot generate returns that exceed their cost of capital, which has normalized back to its long run average of 8 to 11%. Another one in seven companies globally is stuck generating persistent returns between 1 and 5% and most businesses don't have room for error and in this environment walks every frontier AI lab saying the same thing, give us your data, your workflows, your processes and our model will make everything better. And companies by the millions said yes. What they didn't fully account for is what happens on the other side of that door. Every time an employee runs a query through a frontier model API, the prompt goes through external servers, workflows, customer data, pricing logic, internal processes, all of it transmitted through a third party. As Alex Karp said companies are spending on tokens while handing over the exact proprietary advantages that make their business worth owning. Microsoft blocked internal use of Anthropic's Claude Fable 5 but over its 30-day data retention policy and the largest software company in the world decided a frontier model's data handling was too risky for its own employees. A US government action revoked access to another frontier model for foreign nationals overnight. Now here's where the cost math becomes impossible to ignore. Deutsche Bank calculated a roughly 65x cost gap between frontier models like Claude Fable 5 at ~$3.25 per task and open-source alternatives at ~$0.05. For 90% of everyday enterprise tasks, performance is comparable. Open-weight models now match closed frontier systems on core agent tasks at roughly one-tenth the cost, a high-volume deployment that costs $250/day on Claude runs at $12/day on an open-source equivalent. Chamath Palihapitiya tested this directly by running a standard enterprise code migration task through an orchestration layer wrapping an open-source model came in 16.4x cheaper than using a frontier model directly.

Milk Road AI

280,929 просмотров • 1 месяц назад

Google just launched a direct attack on Nvidia's most valuable asset. Not their chips. Their SOFTWARE. And if this works, Nvidia's $4 trillion empire collapses. Here's what just leaked: Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs. Why does this matter? PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it. And PyTorch was built around Nvidia's CUDA software. Wall Street analysts call CUDA "Nvidia's strongest defensive wall." It's the reason companies can't easily switch away from Nvidia even when alternatives exist. You don't just buy Nvidia chips. You buy into their entire ecosystem. Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops. So companies stay locked in. Even when Nvidia raises prices. Even when supply runs short. That's not a hardware moat. That's a SOFTWARE prison. And Google just found the escape route. Here's the problem Nvidia created for itself: Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost. But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch. That means if you want to use Google TPUs, you have to rewrite your entire codebase. Nobody wants to do that. So Google TPUs sit unused while developers fight over Nvidia chips. Until now. TorchTPU makes PyTorch run natively on Google hardware. No rewrites. No performance loss. No months of engineering. You just... switch. And Google is partnering with META (who built PyTorch) to make it happen. They're even considering OPEN-SOURCING parts of it to speed adoption. Translation: Google is willing to give this away for free just to break Nvidia's lock. The implications are insane: Every company currently paying Nvidia's premium prices suddenly has a way out. Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google. Nvidia's pricing power evaporates overnight. And the timing is perfect: Nvidia is already facing heat. Semiconductor index dropped 3% today. Oracle just lost their biggest investor over AI spending concerns. Companies are realizing AI infrastructure costs are unsustainable. Now Google hands them an alternative. Same performance. Lower cost. Better availability. Jensen Huang knows exactly what this means. CUDA has been Nvidia's untouchable advantage for YEARS. It's why Nvidia trades at 50x earnings while AMD trades at 25x. The software moat justified the premium. But if Google removes that switching cost? Nvidia becomes just another chip company. And chip companies compete on price, not ecosystem lock-in. Here's what happens next: Google needs 12-18 months to make TorchTPU production-ready. If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing. Amazon already building their own Trainium chips. Microsoft making Maia. They're all trying to escape Nvidia. Google just gave them the software bridge. Nvidia's response options are limited: They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source. Their only play is to keep improving CUDA faster than Google can catch up. But that's a race, not a moat. The market isn't pricing this in yet. Nvidia down 2% today. Google down 2%. Investors think this is just "another competitor." They don't understand this is an attack on the FOUNDATION of Nvidia's valuation. Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion. Google is attacking the lock-in. Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia. The "Nvidia is unstoppable" narrative dies. And a $4 trillion valuation built on software moats gets repriced.

Ricardo

1,616,942 просмотров • 8 месяцев назад

Elon Musk Elon Musk, who co-founded and invested in an open source, non-profit OpenAI ~$50 million: I AM THE REASON OpenAI EXISTS “I am the reason OpenAI exists... I used to be a close friend with Larry Page, and I was staying at his house, and we'd have these conversations long into the evening about AI, and I would be constantly urging him to be careful about the danger of AI. And he was really not concerned about the danger of AI and was quite cavalier about it. And at the time, Google, especially after the acquisition of DeepMind, had three-quarters of the world's AI talent; they had a lot of computers, a lot of money, so it was a unipolar world for AI. And we got a unipolar world, but the person who controls that does not, or at least did not seem to be concerned about AI safety. That sounded like a real problem. The final straw was Larry calling me a speciest for being a pro-human consciousness instead of machine consciousness, and I like, 'Well, yes, I guess I am a speciest.' I came up with the name [OpenAI], which refers to open source. The intent was to what is the opposite of Google, would be an open source non-profit, because Google is closed source profit, and that profit motivation could be dangerous... It does seem weird that something can be a nonprofit, open source, and somehow transform itself into a for-profit, closed source. I mean, this would be like, let's say you founded the organization to save the Amazon rainforest, but instead, they became a lumber company and chopped down the forest and sold it for money. And you'd be, therefore, like, 'Wait a second, that's the exact opposite of what I gave the money for. Is that legal?' That doesn't seem legal. And if, in general, it is legal to start a company as a non-profit and then take the IP and transfer it to a for-profit that then makes tons of money, shouldn't everyone start? Shouldn't that be the default? And I also think it is important to understand, like when push comes to shove, let's say they do create some digital super intelligence, almost Godlike intelligence, well, who is in control, and what is exactly the relationship between OpenAI and Microsoft? And I do worry that Microsoft actually may be more in control than the leadership team at OpenAI realizes. I mean, Microsoft, as part of Microsoft Investment, has rights to all of the software, all of the model weights, and everything necessary to run the inference system. At any point, Microsoft could cut off OpenAI.”

Eva Fo𝕏 🦊 Claudius Nero's Legion

527,742 просмотров • 7 месяцев назад

Google just acquired an Israeli Trojan horse to STEAL clients from AWS and Microsoft. $32 billion. All cash. For a cybersecurity startup called Wiz. It’s the largest acquisition in Google’s history. But nobody’s talking about what they ACTUALLY bought... Here’s why this is way bigger than you think: Wiz protects over half the Fortune 100. Their clients run on AWS, Azure, Google Cloud, and Oracle. The platform scans every workload, every vulnerability, every misconfiguration across ALL of those clouds. Meaning Wiz has a god-level view of how the world's biggest companies use their competitors' infrastructure. And Google just bought that view for $32 billion. Now think about what Google Cloud's biggest problem has been for YEARS... They're stuck in third place. 13% market share. AWS has 30%. Azure has 20%. Google has been hemorrhaging money trying to close that gap and nothing has worked. Wiz changes that equation overnight. Because Wiz doesn't just protect cloud environments. It MAPS them. It knows which companies are running what workloads, where their vulnerabilities are, and where they're overpaying. Google now has a real-time blueprint of its competitors' biggest customers. And it gets crazier: The 4 founders of Wiz previously built Adallom, a cloud security startup that Microsoft acquired for $320 million in 2015. After that acquisition, those same founders ran Microsoft's entire Azure Cloud Security Group. They literally built the security infrastructure that Azure runs on today. Then they left. Started Wiz. Built a product that works across every cloud. Got 45% of the Fortune 100 as customers. Most of those customers are on AWS and Azure. And now they just handed ALL of that to Google. Google promised Wiz will remain "multi-cloud" and continue working with AWS, Azure, and Oracle. That's the public story. But here's the game theory every enterprise CTO is thinking about right now: If you're running sensitive workloads on AWS or Azure and your security layer is now owned by your competitor, how comfortable are you? Google doesn't need to do anything shady. The PERCEPTION alone is enough to start shifting enterprise decisions. And that's worth way more than $32 billion. But there's another layer... Wiz went from $0 to $100 million in revenue in 18 months. Fastest software company in history to hit that mark. By 2025, they were at $750 million. The founders said no to Google's first offer of $23 billion in 2024 because they wanted to IPO. 9 months later, they said yes to $32 billion. What changed? The IPO market collapsed. Tech IPOs dried up. Valuations got slashed. Wiz's leadership looked at the math and realized $32 billion in guaranteed cash beats an uncertain public offering in a hostile market. Google paid a 39% premium over the rejected offer. A multiple of 45-65x revenue. For a company founded 5 years ago by 4 guys who met in Israeli military intelligence. This is the BIGGEST tech acquisition of an Israeli-founded company ever. Bigger than Intel buying Mobileye for $15.3 billion. Bigger than anything in Israeli tech history. And Google is betting it will be worth every penny. Because the cloud war isn't about compute anymore. It's about TRUST. And the company that controls the security layer controls where enterprises put their most sensitive data. Google just bought the keys to every major cloud customer on the planet. The question is whether AWS and Microsoft let them keep using those keys. What do you think?

Ricardo

188,960 просмотров • 5 месяцев назад

Google just quit the AI race on purpose, and it is about to make MORE money than everyone still running it. 4 of the most cited AI researchers alive walked out of Google in a single afternoon. Jeff Dean, the man who built the systems Google runs on, gone after 27 years. Sanjay Ghemawat, his longtime partner, gone. Oriol Vinyals, a Gemini co-lead, gone. Quoc Le, a Google Brain co-founder, gone. That same day, Demis Hassabis stepped back from running DeepMind. Hassabis co-founded the lab, won a Nobel Prize for AlphaFold, and had been the face of Google AI for a decade. The stock dropped 5% within hours. Analysts called it a brain drain. Headlines called it the day Google fell behind. But turns out that's completely wrong, because the numbers underneath tell a completely different story: Google is not trying to win the frontier model race anymore. It looked at where the money is and walked toward it. Gemini, Google's flagship model business, generated about $12 billion in annual revenue last quarter. That is the entire payoff from competing head to head with OpenAI and Anthropic. Now look at the other number. By the end of 2027, Google Cloud is projected to do over $73 billion selling AI infrastructure to other companies, plus another $120 billion selling its TPU chips. That is roughly $200 billion of external sales at high margins, against a $12 billion model business. Google understood that the frontier race is the expensive part while selling the shovels is the profitable part. And the customers buying those shovels include Google's own rivals. Over 20% of Google's TPU shipments for 2026 and 2027 are going to Anthropic, one of the two labs supposedly beating Gemini. Google now makes money every time Anthropic trains a model designed to crush Google's OWN product. Cede the frontier, own the layer underneath it, and collect a toll from everyone racing across the top. The researchers leaving is the symptom of a company that already decided models are not where it wins. Jeff Dean said it himself on the way out. He told the New York Times that leaving a public company gives him room to make decisions "not necessarily in the company's purist financial interests." Read that from Google's side: The people who wanted to chase the science left, because Google is now optimizing for the FINANCIAL interest. Gemini 3.5 Pro is running months behind, with staff blaming low morale. DeepMind's comms, legal, and marketing teams are being folded into Google proper. A former manager told the Guardian the era of DeepMind as an independent lab is over. None of that reads as failure once you see the strategy. Yet Wall Street is pricing this as Google losing. The parallel that should worry the frontier labs: If open weight models keep compressing the price of inference, being the best model stops being a business. It becomes like semiconductor fabrication, strategically vital and financially brutal, a race you win and still lose money running. Google is the first giant to admit that. The company that invented the transformer just handed the frontier to OpenAI and Anthropic, and positioned itself to get paid on every model both of them ship. Those labs will be burning billions to stay one benchmark ahead, and Google will be cashing in hundreds of billions from it. The model business is actually just a race where everyone loses. Apple understood that from the get-go and never joined the race, Google understood it now and left it to OpenAI and Anthropic. Who will go bankrupt first?

Ricardo

241,503 просмотров • 13 дней назад