In my comment I was really just referring to OpenAI, Anthropic and other companies where AI is the primary business. Google is a bit different cause they have a massive profitable business outside of AI.

Which part of Google do you think doesn't use AI?

Sure, a Nest thermostat doesn't allow you to converse with a large language model but it's still advertised as with AI.

I think the difference is really Google had an existing business that they can augment with new technologies while a lot of these other companies are a solution in search of a product.

It's not about whether or not the AI, it's about the fact they actually mame money.

AI investment represents 10-20% of the value of the stock market.

Does Gemini's existence directly dictate 10-20% of your consumer spending?

(In a world of extreme wealth inequality) Now how about Paul Allen's consumer spending?

Did you respond to a different (comment tree sub-)thread here?

I'm responding to the assertion that Gemini is legit. Being useful and being so indispensable that people are willing to spend 10-20% of their income on it (directly or indirectly) are entirely different things, and stock market valuations & investment levels roughly assume the latter will occur.