prediction: Google is the only frontier AI lab which will survive the next bear big market in the US if you don't understand, i don't have time to explain it to you

ok, will elaborate a bit: no one else has any kind of defensible business model afaict and ultimately their business will be reduced to serving token compute most so far are proving they don't know how to create a long-term defensible business model pivoting from AI compute to something else, either only option i can really see is one of them makes a legit breakthrough in some kind of frontier science which is worth a lot of money to someone, and then they "go dark" and focus on that maybe it's AGI that does that, or maybe something short of that everything else will just be send to cloud providers running open models, which in a few years will be good enough to do most things most people and businesses need