can't wait to hear all about the new Agentic workflows you can build with AI and build with agentic agent swarms and build more workflows to do more with Enterprise AI with Gemini Enterprise Agent Platform and elevate efficiency with the power of AI and unlock value with AI agents. also can't wait to hear more about AI integrations across Google AI Workspace, like AI Gmail or AI docs (powered by Gemini Enterprise AI). also can't wait to empower myself with more AI-powered data that will be unlocked with agents. AI.
I can't think of a way to mock all the ai hype more than what they actually just talk about.
"Next, our hacker news AI agent reads and comments for you based on your commenting history, no need to think or do anything at all - we'll automate your time wasting and make better, more relevant jokes than you & your karma score will increase exponentially."
Sorry I'm too stupid... did they (Google) really say this? Where?
outsource your personality to us you little piggies, num num
so much value unlocked and time saved!
Honestly getting tired of this knee jerk anti-AI stance here on HN. We’re talking about the most revolutionary technology in history that’s going to change every facet of our lives. It’s getting toxic, now we have people getting booed at graduations for just mentioning AI. There will be a transition but it’s not the end of the world. Don’t cling to the past, look forward to the future.
Well in that case, I predict you are going to be in luck!
I hope you didn't type all of this yourself, but use some AI agent slopgen workflow..
typed it all on my phone. I didn't even have to come up with anything, it just came out naturally. I guess you could say I've become AI-native
Are you working for hire? I'd like you to join my team where we are automating parametrizing paradigms to foster growth in changing paradigms of parametrizing workflows.
yes I am. I prefer a modern 996 schedule to maximize efficiency. let me know how I can contact you and we can set up a meeting to discuss collaboration and elevate our synergies to grow revenue through AI powered velocity
[deleted]
Cognitive surrender, wash over my person!
AIAIAIAIAIAI...to<infinity>
Powerful. AI
i went to Google Cloud Next last month, this comment is on point
Steve Burke, is that you?
I went to every single I/O since the very first one, but stopped going last year after finding it utterly uninteresting due to this fixation. It's great hearing about new tech, but it felt like every single session was either about AI or had AI awkwardly crammed into it - even sessions where it had nothing to do with the core subject matter. It was like some gatekeeper told the engineers their topic wouldn't make the lineup unless the word "AI" was in the title.
While I get your point, this kind of gives me "Old man yelling at cloud" vibes. Yes, all the AI talk and bullshit bingo became quite annoying at this point, and I also can't wait for it to settle. But AI is here, and it's here to stay. Wether we like it or not. It's like what dotcom was for the internet back then. We'll get through this eventually - with a bubble bursting here and there - but making fun of it with overtuned phrases like "Everything will be connected to the internet in the future, even your fridge, car and toothbrush!" won't age too well I am afraid.
I'm Gen Z..
and I'm just regurgitating what Google sends me via email and funny things like renaming Vertex AI to "Gemini Enterprise Agent Platform" (not a joke) even though Vertex is mostly used for inference, e.g. Claude via gcloud or fine tuning models etc.
and I use Claude code every day, so I'm not like completely dismissing AI/agentic stuff.
People thought Pets.com was here to stay as well
chewy.com is literally pets.com and it is thriving.
Remember HN is mocking the capability/technology itself not the ability of specific firms to survive.
Chewy.com is not pets.com. They're in the same market, but it's not useful to say that a business built around limitless hypergrowth is the same as a business built around medium sized sustainability.
>chewy.com is literally pets.com and it is thriving.
Seems like a stretch, considering it's down 50% compared to a year ago.
It seems pretty clear to me that we've exhausted the possibilities of the transformer architecture. Whatever we're using in 20 years will certainly be a different technology.
The point is that other topics exist that deserve talking about. There is SO much talk about LLMs everywhere, and in this kind of event they will eclipse other, perhaps more interesting conversations.
The old man yelling at the cloud is often correct, just powerless.
bro I read this, opened the keynote stream and the presenter said "Agents in Gemini" HAHAHAHA
I could see this image in my mind before I clicked on it, before even consciously considering what it might be. Is this how an LLM feels on the inside?
Maybe Google will finally launch a working coding agent
Antigravity seemed to work well at first, but the same model on the same software now seems to fail to edit most files most of the time, and then get itself tied in knots trying to resolve the error by editing files with awk, sed, grep, etc!
Yup. “Wait, let me circle back and fix this another way.”
What they can never fix is that plenty of Pro users complain that they never get quota, models are always maxed out. I left, and I can’t believe how much time I wasted in AGY steering Gemini or reminding it that no, you can’t install random new dependencies or disable tests.
I cant see how they could. The Gemini cli repo was a shit show the last time I looked a month ago and the service itself wouldnt even let me use version > 2.5 even though I was a paying customer.
I think they just need to unleash more agents on it to get the ball rolling. any day now...
Gemini CLI works.
It's not the favorite, but it's definitely "working."
It's constantly overloaded and shits the bed. Gemini is so awful, it feels like a GPT-3.5 era model that fails to make basic tool calls.
Maybe I'm on a different plan or something.
> It's constantly overloaded and shits the bed
Or happen avoid all the downtime.
Claude has one 9 of uptime, downtime for me multiple times per week. [1] When it works, it's great. It just doesn't work that often recently.
I honestly don't know what I expected, but wow it really is just only ai
“AI is all you need.”
the question is whether they will talk about anything apart from AI lol
That was the joke.
It's two slightly different jokes right? The parent comment joke is essentially stating "they are definitely going to talk about AI a lot" and the second joke is stating "they are not going to talk about anything besides AI", which are similar but technically different.
AGI now surely!
ML + AGI = GMAIL
Don't give them the idea, before too long they'll retire the email part so you could use it to train agents and use AI in your workflows by leveraging Artificial Google Intelligence (AGI)
The reason they named it as AntiGravIty was based on this. The cli command to launch it is agi
Generative
Machine
Answering
Inbox
Lovingly
And yet it still cannot really figure out message threading
Turing award winner right here lol too good
That's so 2025 according to Sam Altman though.
ASI now. You'd think contrasted with AGI it would be Artificial Specialized Intelligence, but it's Artificial Super Intelligence. Since AGI already happened and didn't mean anything, the next step is a super AI.
I still want the normal definition of AGI... Which my understand is: no more re-training, real time memory and re-learning. The fact they cannot fit a lot of context, or step into "we no longer need to train it" territory tells me, they're farther than they keep pretending they're close to.
Oh yeah? My dad works on a super duper AI. It's much better than a super AI.
Yeah well my dad works ar Nintendo where they have AI that will blow you while doing your taxes
That's nothing compared to my (L)udicrously (O)verpowered (L)earner AI.
Mine works on a Super Dee Duper AI!
[dead]
Watching these bland presentations with choreographed delivery and reading off a prompt off-screen (I'm not completely sure they're doing this, but it looks like it) makes me appreciate Steve Jobs presentations from the past so much more.
Steve really had product presentations down. I wish people at least tried to copy him.
I'd enjoy someone copying Steve Wozniak even more.
It helped that he actually used and believed in the products he was pitching.
[deleted]
This is AI-maxing bleeding into everything. “Make me a great conference presentation”, and this is roughly what you get. AI-nshittification writ large. It’s sad to watch.
I wonder what's in store for the local Gemma models, as well as Flutter. I've been making fully local apps that either download Gemma 4 2B or use the built-in AICore in Android and Apple's Foundation Models. Local models are getting really good these days including web search and tool calling such that for many use cases I don't even need cloud models.
I believe tomorrow their is a Gemma keynote
I mean... I don't really expect anything since Gemma 4 was released recently
Interesting that the 3.5 Flash launches before 3.5 Pro. Historically it's been the reverse for Gemini since Flash is distilled from Pro?
Are they just training it a bit longer until it tops benchmarks?
3.5 flash is presumably cheaper to run than pro too... Perhaps the company is compute constrained like everyone else is?
Just a little bit, $9 vs $12 (3.1 Pro, the current PRO).
It's super hard to know if those prices are reflective of the true cost.
Remember that leaderboard position is very important, and many leaderboards are perf/$. So, to push the share price up and be top of leaderboards, the company might falsely quote a loss-leading price, and maybe set quotas so people can't cause too big losses.
flash beating the pro it was distilled from is suspicious, not surprising.distillation usually loses you something. if the smaller model is winning on agentic evals, the more likely read is the evals weren't measuring agent quality in the first place. that's the bigger problem for builders, not which model to pick.
> flash beating the pro it was distilled from is suspicious
Is it? I thought Flash 3.5 was beating 3.1 Pro.
the vibes are way off. i miss the old days when i/o was all about android and we were all full of optimism
I agree, they used to be exciting but now it's just AI nonsense, and they basically don't change Android now.
Except for taking ID of everyone writing Android apps
Couldn't get the "Join the livestream" button to work in Firefox on desktop. No problem in Chrome.
I had to disable ublock, maybe you have it installed in firefox and not chrome?
They claim the AI itself built an OS and demoed Doom running on it. Personally, rather than Doom, I think I'll only truly appreciate the real value of this advancement when flawless real-time YouTube subtitle translation actually becomes a reality.
One can only dream of Gemini Spam-Detector 3.5, which will finally make YouTube useable again. I can’t believe the kind of crap that gets recommended in the Kids app.
I don't think you can get much more real-time than what we already have? iOS and Android both do live translations through their respective earbuds at decent latency, you can't get much faster without running into fundamental linguistics limitations.
For instance, you can't translate a Japanese sentence into English until you reach the verb at the end; no amount of latency improvement can overcome the fact that languages have different word orders.
You're right, but the YouTube subtitle translation actually isn't working right now. The English captions show up fine, so reading them isn't an issue, but stil
> I don't think you can get much more real-time than what we already have?
The YouTube real-time translation are utter garbage. And that may the less bad of the real-time translations out there. Still pure garbage.
If you watch anything specific to one sport/hobby, the number of words that are incorrectly translated is just wild.
The first thing mentioned is copying something that exists. The second thing is not.
Google I/O has been my favorite tech event since 2009 when they launched Google Wave. I was hooked.
Google Wave was ahead of its time. It could've been a meaningful Slack competitor
I remember that launch. Poor Lars dancing around onstage during the connection hiccups. Google glass skyding in a few years later. Fun times.
Remember the good ol' days when we fully owned and controlled our devices? I want that back!
When was that? When phones used wires?
In the US, wired phones were often leased from the phone company! If you shop for vintage phones from the 1960s, they will often have a decal to that effect. Examples:
Demo: avoid getting to know your neighbors by letting your AI agent plan the neighborhood lock party
Unironically you can put "what are good demos for agentic workflows at Google I/O that would be received well by the general public" into Gemini's AI Mode and get better suggestions for use cases than what they're showing.
It's gotta be booking a flight or restaurant or something. They demo this every year and it never works.
So Spark is cloud hosted openclaw?
pretty much
Looks closer to a Codex on a mac mini
Ugh. Was really hoping that they were going to actually announce a release date for the display glasses this year at I/O, but it seems that they still don't have the tech ready for this. Audio only this year is a massive disappointment.
Tried Antigravity Gemini 3.5 Flash(High) model and can confirm it is super fast and decent good for non complex tasks.
That Generative UI in Search is amazing, but mocked message from his wife telling him not to use her in demos was cringeworthy.
What's funny is that they have different categories such as AI, Android, Chrome, but I bet all of them are just AI anyway
Is Antigravity CLI replacing Gemini CLI?
Looks like it. Found this:
> On June 18, 2026, Gemini CLI and Gemini Code Assist IDE extensions will stop serving requests for Google AI Pro and Ultra, as well as those using it free of charge using Gemini Code Assist for individuals.
Are the little intro videos for the presenters AI generated? Really depressing compared to the cool intros Apple manages to make without AI.
Why would I want to vibe code a "fully functional operating system"?
Tinkering and experimentation.
Could be a good use for older hardware. Why not.
You won't understand a thing, though. You already have the source code for Linux, Minix and tons of other OSes, pedagogical or otherwise. Why generate yet another that you won't understand?
How would unoptimized slop code be good for older hardware? That's what Linux and other projects are for. If you wanted to tinker and learn how operating systems work, you'd code one yourself like I did in CS classes. You'd actually learn something and you get the good feeling of having done it yourself.
Why wouldn’t you want to?
Because it's an activity with zero benefit and nonzero cost?
Because it cost $1000 in tokens?
Because it would be sponsored by anthropic/google/openai? You cannot do it (typically) without paying for the tokens they only can offer. Programming used to be free, but slowly, we need to pay for every single line of code. It's sickening
It's an example of AI coding agents successfully completing complex coding tasks.
I don't want a toy copy of something that already exists. I want something new.
"AI Mode" usage is up month over month. Almost like because they forced it upon everyone. Once again, is there any real AI demand?
Only speaking for myself, but I use it a lot, and intentionally. Enough that I set up a search engine shortcut for it in my browser (g <space> type prompt here <enter>).
I much prefer it to having to click through links to find things. My last handful of searches were:
- Looking up open hours for a local store
- Defining words
- "postgres select where string has prefix"
- "cloudformation read parameter from ssm"
Things where I want to look up a fact, but want an answer right away without having to read through multiple pages.
That's crazy. Those AI overviews consistently tell me wrong information.
I agree, the AI overview is definitely worse. I'm talking specifically about the AI mode search (at https://www.google.com/search?udm=50&aep=11). The AI overview seems to be summarizing the search results that were returned for your query already, while AI mode seems like it's doing its own searches based on your query.
I would definitely give it a shot if you haven't tried it before.
I just gave it a shot and it hallucinated an off-trail, alpine scrambling route that, based on my knowledge of the area, would potentially get someone killed. I simply asked it if it could "talk to me about X route", and then it decided to make shit up instead of just regurgitating the information in the sources it cited.
I've used it for live service video games, it's pretty good at summarizing major changes to a game since you've played it last. With regular web search you'd have to go to every major patch and a lot of games don't even have good patch notes / it's all stuck in content creator videos.
Though I still prefer Claude for this since it's better at citing sources.
Not surprising. It’s placed exactly where the regular search results used to be (when navigating away from image results) and muscle memory is strong. Haven’t clicked it intentionally once though.
I've accidentally clicked ai mode probably 3+ times a week recently, so that's some real good metrics ;)
Yeah I actually use AI mode a fair bit. It has access to Google's index so it can be quite a good search engine interface when the normal one doesn't work (which is quite often).
Judging by global RAM, storage, and compute hardware demand, yes there is.
Yeah I mean Big Tech are using a lot of it because they're training models and shoving AI into everything. But if they weren't forcing it upon people, would that same demand be there?
I lean AI-skeptic, but I don’t think the majority of the around 1 billion weekly active ChatGPT users are being forced to use it.
At the moment, I end up using AI mode only because the ads are not as prominent as the normal search.
Do you use an adblocker? Google also added a "Web" filter that removes all the AI slop and you can create a link to it: https://udm14.com/
Indeed. Don't worry, ads will be back, just give it some time /s
For many queries, if I don't get an AI Mode response, I formulate it again until I do.
I wonder if they will finally GA new flash and pro gemini models
They will. They've been falling behind on the benchmarks for a few months, and I bet that's because they're waiting for IO.
It's discouraging to see Google price Gemini 3.5 Flash at 3x the cost of Gemini 3 Flash. I would think that most people that deployed this model in production would have used it for low latency tasks, classification/categorization, customer support or basic RAG-/RAG-style chatbots. Performance on coding benchmarks is nice and all, but where is the "intelligence too cheap to measure"? This new cost point is quite prohibitive and will eat up a lot of margins if developers adopt it.
Expect all models to increase in price 3x with new releases. They're easing us into the margins they're targeting.
Flash 3 wasnt appropriately priced, it was priced to get you used to a certain level of spending, then they'll crank it up and get you used to the next level of spending.
I am aware that it was likely subsidized or at least did not have appropriate margins. But over time, that same capability should become profitable if parameter efficiency and chips improve. For many customer facing use cases outside of coding assistants, optimizing for speed, basic logic/maths and conversational texts matters much more than being able to use 40 tools simultaneously. I would have hoped that Google would recognize this and keep a dual line up, where Pro and Flash are clearly intended for different market segments. But it seems, it's all in on coding assistants and screw the other use cases..
Now, we might need to change to DeepSeek 4 Flash if Google deprecates 3 Flash.
Has your AWS bill gone down in the last decade? Despite "efficiency" and chip improvements?
Why would you expect text-generator-as-a-service to be any different?
When using Hetzner, DigitalOcean or any other VPS service together with Cloudflare, I can handle millions of page views for 5-50$ a month at pricing that has stayed nominally the same for a long time and due to inflation and performance gains of the underlying chips has basically become cheaper.
Is Gemma 4 31B not enough for your simple tasks?
I guess you didn't get the memo from last month: Loss leader pricing is over, you're now paying a less subsidized price, and will continue to until it's profitable
As explained in another comment, I think this is more about Google orienting Flash towards more complex use cases. If we got minor improvements vs 3 Flash with 1.5x the price so they can optimize their margin (which on such small models for conversational tasks is a completely different stories than the 3-25x subsidies that these agentic coding plans offer) I would have been happy. Or even no change at all. But knowing Google, I now must fear that they will deprecate 3 Flash without offering any realistic option for that user facing chatbot segment that does not require multi-tool use across 500k context.
This is hilarious, on the Antigravity PRICING page there is no pricing information
I was curious and just installed it, and... Antigravity is a literal clone of VSCode. Wtf? Honestly, it's so embarassing. I might write a blog post about this, but I remember falling in love with the art of product watching Google demo Google Wave. Janky sure, ahead-of-its-time maybe, but also visionary and mind-blowing. Here we are almost two decades later and Google is re-releasing something made by Microsoft. The epitome of laziness and uninspired hive-think.
Imo, there's so much room for an actual normie end-product that supercharges local work with AI for regular people (office workers, creatives, etc.), but a VSCode clone ain't it. (Insert: fine, I'll do it myself Thanos meme.)
You have to realize why something like antigravity exists.
There are two usual ways it occurs:
1. Political fights internal to the company resulting in incoherent strategy and products. HN assumes this is almost always the case, and but it's only sometimes the case :).
or
2. A bunch of execs sitting in a room saying stuff like "we have to have a platform with eyeballs that we control where we can surface our AI innovations and tools or else we'll be disintermediated/unable to release stuff that matters" or whatever.
(or both!)
The second part is often a real problem to solve. The first (you have to have a platform) does not follow.
At least two of the main issues with solving these kinds of problems this way (ie antigravity) is:
a. No user actually cares about your strategic problems and isn't interested in helping you. What you release still has to be valuable/etc enough that people are willing to use it over their existing tooling. At least right now, antigravity really isn't.
b. The strategy seems to assume a complete vacuum where it's Google vs existing tools. However, there are tons of large developer companies with the same exact problem of wanting a place they control to surface stuff (or whatever particular problem this is meant to solve). If they opt for the same approach, why would Google's strategy beat them? . If they opt for a different approach, same question.
If you poke there, i suspect you will find nobody has good answers to these questions.
So this approach turns into, at best, skating to where the puck is instead of where it will be.
Most AI IDEs are VSCode fork. Everyone is just pushing their own subscription service. Antigravity is made by Windsurf team and pushes Gemini models
Nowhere on their marketing copy do they own up to that. Even the majority of the UI screenshots intentionally exclude the full UI look and feel and most are plucked out to not even look contextually like they're part of a greater IDE interface. It very much feels like they want to call it their own and not a fork of VS Code.
I think it's a fair to label this all as unoriginal and uninspiring.
It's still using a fork of vscode and literally everyone is aware that these other IDEs are forked.
The target users for Antigravity don't necessarily know what VS Code is.
Which is good. Why reinvent this particular wheel? Even I, a grey beard 30 year vim user appreciate VScode as my daily driver.
They have like 100 junk AI products, antigravity is just one. AI is hardly super charging anyone's work either, regardless of how you package it, especially normies.
95% of people just want to search things and be entertained with their tech. Most dont want to write slop emails at light speed or whatever it is you think AI might be useful for to the average person.
If you consider slopifying your output at a really high velocity "supercharging" then maybe.
Edge browser copied Chrome, its only fair
Kinda annoying how Google always releases new products "in a safe and secure way" to a handful of "trusted testers". They already fumbled their image generation launch with Imagen a couple years ago while DALL-E rolled out in the ChatGPT app, and likewise with video generation. Took a while to regain the mindshare with nano banana. With the new Spark and stuff locked behind "trusted testers", I'm worried that again they will get overtaken by competitors while waiting in the name of "safety".
"Our Model", "Our Model", "Our Model"
Gemini Omni
get ready to hear "we can't wait to see what you will build" 10,000 times.
Developers Developers Developers!
Agents Agents Agents!
oh my god. i heard it 6 times.
"we can't wait to see what you'll ask our models to build !"
... and if you get it to work please tell us the prompt you used.
[dead]
[dead]
I wondered why they updated the Gemini Chat modes today, removing "Thinking" and adding "Thinking level" to Flash. Looks like marketing has been working overtime.
And the order of the top players is very different...
All the frontier LLMs are multi-modal.
Why are these comments being downvoted?
Google recently announced it will extend its AI slop-spam into google search. Now people will see AI-generated slop mixed with ads.
Google is trying to kill off the open web here. They tried before, e. g. AMP and what not.
I think it is now time for all of us to help retire Google. This planet can only take some Evil - and Google just exceeded planetary limitations.
You can tell the labs are scrambling with this agentic nonsense. Nobody really knows what to do with it.
All 3 major labs streamlined their desktop apps and plans to be the exact same. And we are still doing email drafts as "consumer use cases".
As I'm typing this they are talking about reimagining the search box. They turned it into a chat window.
Truly the pinnacle of innovation.
and I don't think anybody likes getting AI written emails, at least if I smell any AI I immediately get a sour feeling
Indeed it is. I always wanted to chat with my clippy. Finally, after 20-25 years I now have the opportunity to do so /s
Just in time for mass cancellations after their usage rug pull!
Canceled my $20/mo tier.
Two prompts took me into 67% usage. One of those prompts was lost completely and errors out when try to access it.
Gemini users are livid.
Theres no way Google won't win the AI race
$INTC and $GOOG are good buys right now!
Winning the AI race means obsoleting their current profitable business. They might win but at what cost?
I actually love this. They think they'll be able to control this tech and be lords over everyone. In the meantime everyone is replacing them with homegrown solutions.
It's not at all how things are going / went.
Two years ago everybody was explaining that Google was done, that because of AI search was dead and that they were the IBM or the 2020s for they were absolutely nowhere went it came to AI.
Now we're at a point where a little flash model from Google is SOTA on half of the benchmarks:
So the tune changed: Google is now dead not because they'd be nowhere in AI but because they're too good (?) at AI?
So basically: whatever happens, this time for Google it's over right?
(not too clear why it's a 122 Kb .gif file as if the 90s called over dial-up modems while when the same in .webp would be less than half the size but I digress)
In the last year GOOG stock doubled, MSFT remained the same.
If you don't think AI will include sponsors/ads/etc once someone comes out on top, well, I might have a bridge to sell you.
Seriously though, I'm not sure why Google evolving in this manner precludes them from having a profitable business model. Right now we're subsidizing the costs (probably just a bit) and having ongoing subscription revenue they can increase as needed (particularly in the "google won the race" scenario) will be key before they even have to consider layering advertising on top.
I think the difference this time is, anybody can curate a baseline set of training data, there is no need to constantly be scanning the open web and indexing it. Everyone already has "good enough" question-answering capability. There is no option to pay or an ad-free, trackerless search funciton on google, but I can do that with multiple non-google providers. Between LLM and kagi I've managed to largely cut google out of my life for $40/mo. Subsidized LLM will eventually disappear, but I think cost per token will reduce over time to meet the ~$20/mo ad-free tier.
advertising is ~76% of Alphabet revenue. Cloud is 12% and growing 30%+, but margins arent comparable yet — search basically prints money, cloud is still scaling to prove it.
And most of that ad revenue is google search.
But google search has subpar quality for many queries compared to ChatGPT and other AI providers. Even if they did fix the quality issue, nobody has yet got a good way to integrate paid ads within an LLM response.
I'd say those are 2 huge risks to their business.
Funny how you are saying this now, but not 2 to 3 years [0] ago when OpenAI and Microsoft was eating Google's lunch and even 9 months ago when everyone on this site thought Intel was "dying". [1]
Now you want to buy Intel and Google just as I am about to sell it you at 9-10x and at a 3x multiple?
can't wait to hear all about the new Agentic workflows you can build with AI and build with agentic agent swarms and build more workflows to do more with Enterprise AI with Gemini Enterprise Agent Platform and elevate efficiency with the power of AI and unlock value with AI agents. also can't wait to hear more about AI integrations across Google AI Workspace, like AI Gmail or AI docs (powered by Gemini Enterprise AI). also can't wait to empower myself with more AI-powered data that will be unlocked with agents. AI.
I can't think of a way to mock all the ai hype more than what they actually just talk about.
"Next, our hacker news AI agent reads and comments for you based on your commenting history, no need to think or do anything at all - we'll automate your time wasting and make better, more relevant jokes than you & your karma score will increase exponentially."
Sorry I'm too stupid... did they (Google) really say this? Where?
outsource your personality to us you little piggies, num num
so much value unlocked and time saved!
Honestly getting tired of this knee jerk anti-AI stance here on HN. We’re talking about the most revolutionary technology in history that’s going to change every facet of our lives. It’s getting toxic, now we have people getting booed at graduations for just mentioning AI. There will be a transition but it’s not the end of the world. Don’t cling to the past, look forward to the future.
Well in that case, I predict you are going to be in luck!
I hope you didn't type all of this yourself, but use some AI agent slopgen workflow..
typed it all on my phone. I didn't even have to come up with anything, it just came out naturally. I guess you could say I've become AI-native
Are you working for hire? I'd like you to join my team where we are automating parametrizing paradigms to foster growth in changing paradigms of parametrizing workflows.
yes I am. I prefer a modern 996 schedule to maximize efficiency. let me know how I can contact you and we can set up a meeting to discuss collaboration and elevate our synergies to grow revenue through AI powered velocity
Cognitive surrender, wash over my person!
AIAIAIAIAIAI...to<infinity>
Powerful. AI
i went to Google Cloud Next last month, this comment is on point
Steve Burke, is that you?
I went to every single I/O since the very first one, but stopped going last year after finding it utterly uninteresting due to this fixation. It's great hearing about new tech, but it felt like every single session was either about AI or had AI awkwardly crammed into it - even sessions where it had nothing to do with the core subject matter. It was like some gatekeeper told the engineers their topic wouldn't make the lineup unless the word "AI" was in the title.
While I get your point, this kind of gives me "Old man yelling at cloud" vibes. Yes, all the AI talk and bullshit bingo became quite annoying at this point, and I also can't wait for it to settle. But AI is here, and it's here to stay. Wether we like it or not. It's like what dotcom was for the internet back then. We'll get through this eventually - with a bubble bursting here and there - but making fun of it with overtuned phrases like "Everything will be connected to the internet in the future, even your fridge, car and toothbrush!" won't age too well I am afraid.
I'm Gen Z..
and I'm just regurgitating what Google sends me via email and funny things like renaming Vertex AI to "Gemini Enterprise Agent Platform" (not a joke) even though Vertex is mostly used for inference, e.g. Claude via gcloud or fine tuning models etc.
and I use Claude code every day, so I'm not like completely dismissing AI/agentic stuff.
People thought Pets.com was here to stay as well
chewy.com is literally pets.com and it is thriving.
Remember HN is mocking the capability/technology itself not the ability of specific firms to survive.
Chewy.com is not pets.com. They're in the same market, but it's not useful to say that a business built around limitless hypergrowth is the same as a business built around medium sized sustainability.
>chewy.com is literally pets.com and it is thriving.
Seems like a stretch, considering it's down 50% compared to a year ago.
https://www.nyse.com/quote/XNYS:CHWY
It seems pretty clear to me that we've exhausted the possibilities of the transformer architecture. Whatever we're using in 20 years will certainly be a different technology.
The point is that other topics exist that deserve talking about. There is SO much talk about LLMs everywhere, and in this kind of event they will eclipse other, perhaps more interesting conversations.
The old man yelling at the cloud is often correct, just powerless.
bro I read this, opened the keynote stream and the presenter said "Agents in Gemini" HAHAHAHA
I wonder if they'll talk about AI?
It's the free square on the bingo card
The bingo card: https://i.imgur.com/kHPXHal.jpeg
I could see this image in my mind before I clicked on it, before even consciously considering what it might be. Is this how an LLM feels on the inside?
Maybe Google will finally launch a working coding agent
Antigravity seemed to work well at first, but the same model on the same software now seems to fail to edit most files most of the time, and then get itself tied in knots trying to resolve the error by editing files with awk, sed, grep, etc!
Yup. “Wait, let me circle back and fix this another way.”
What they can never fix is that plenty of Pro users complain that they never get quota, models are always maxed out. I left, and I can’t believe how much time I wasted in AGY steering Gemini or reminding it that no, you can’t install random new dependencies or disable tests.
I cant see how they could. The Gemini cli repo was a shit show the last time I looked a month ago and the service itself wouldnt even let me use version > 2.5 even though I was a paying customer.
I think they just need to unleash more agents on it to get the ball rolling. any day now...
Gemini CLI works.
It's not the favorite, but it's definitely "working."
It's constantly overloaded and shits the bed. Gemini is so awful, it feels like a GPT-3.5 era model that fails to make basic tool calls.
Maybe I'm on a different plan or something.
> It's constantly overloaded and shits the bed
Or happen avoid all the downtime.
Claude has one 9 of uptime, downtime for me multiple times per week. [1] When it works, it's great. It just doesn't work that often recently.
[1] https://status.claude.com/
Not my experience at all
I honestly don't know what I expected, but wow it really is just only ai
“AI is all you need.”
the question is whether they will talk about anything apart from AI lol
That was the joke.
It's two slightly different jokes right? The parent comment joke is essentially stating "they are definitely going to talk about AI a lot" and the second joke is stating "they are not going to talk about anything besides AI", which are similar but technically different.
AGI now surely!
ML + AGI = GMAIL
Don't give them the idea, before too long they'll retire the email part so you could use it to train agents and use AI in your workflows by leveraging Artificial Google Intelligence (AGI)
The reason they named it as AntiGravIty was based on this. The cli command to launch it is agi
Generative Machine Answering Inbox Lovingly
And yet it still cannot really figure out message threading
Turing award winner right here lol too good
That's so 2025 according to Sam Altman though.
ASI now. You'd think contrasted with AGI it would be Artificial Specialized Intelligence, but it's Artificial Super Intelligence. Since AGI already happened and didn't mean anything, the next step is a super AI.
I still want the normal definition of AGI... Which my understand is: no more re-training, real time memory and re-learning. The fact they cannot fit a lot of context, or step into "we no longer need to train it" territory tells me, they're farther than they keep pretending they're close to.
Oh yeah? My dad works on a super duper AI. It's much better than a super AI.
Yeah well my dad works ar Nintendo where they have AI that will blow you while doing your taxes
That's nothing compared to my (L)udicrously (O)verpowered (L)earner AI.
Mine works on a Super Dee Duper AI!
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Watching these bland presentations with choreographed delivery and reading off a prompt off-screen (I'm not completely sure they're doing this, but it looks like it) makes me appreciate Steve Jobs presentations from the past so much more.
Steve really had product presentations down. I wish people at least tried to copy him.
I'd enjoy someone copying Steve Wozniak even more.
It helped that he actually used and believed in the products he was pitching.
This is AI-maxing bleeding into everything. “Make me a great conference presentation”, and this is roughly what you get. AI-nshittification writ large. It’s sad to watch.
I wonder what's in store for the local Gemma models, as well as Flutter. I've been making fully local apps that either download Gemma 4 2B or use the built-in AICore in Android and Apple's Foundation Models. Local models are getting really good these days including web search and tool calling such that for many use cases I don't even need cloud models.
I believe tomorrow their is a Gemma keynote
I mean... I don't really expect anything since Gemma 4 was released recently
Interesting that the 3.5 Flash launches before 3.5 Pro. Historically it's been the reverse for Gemini since Flash is distilled from Pro?
Are they just training it a bit longer until it tops benchmarks?
3.5 flash is presumably cheaper to run than pro too... Perhaps the company is compute constrained like everyone else is?
Just a little bit, $9 vs $12 (3.1 Pro, the current PRO).
It's super hard to know if those prices are reflective of the true cost.
Remember that leaderboard position is very important, and many leaderboards are perf/$. So, to push the share price up and be top of leaderboards, the company might falsely quote a loss-leading price, and maybe set quotas so people can't cause too big losses.
flash beating the pro it was distilled from is suspicious, not surprising.distillation usually loses you something. if the smaller model is winning on agentic evals, the more likely read is the evals weren't measuring agent quality in the first place. that's the bigger problem for builders, not which model to pick.
> flash beating the pro it was distilled from is suspicious
Is it? I thought Flash 3.5 was beating 3.1 Pro.
the vibes are way off. i miss the old days when i/o was all about android and we were all full of optimism
I agree, they used to be exciting but now it's just AI nonsense, and they basically don't change Android now.
Except for taking ID of everyone writing Android apps
Couldn't get the "Join the livestream" button to work in Firefox on desktop. No problem in Chrome.
Couldn't get it to work on Chrome. Had to find the stream on youtube https://www.youtube.com/watch?v=wYSncx9zLIU
Doesn't work on Chrome or safari for me
I had to disable ublock, maybe you have it installed in firefox and not chrome?
They claim the AI itself built an OS and demoed Doom running on it. Personally, rather than Doom, I think I'll only truly appreciate the real value of this advancement when flawless real-time YouTube subtitle translation actually becomes a reality.
One can only dream of Gemini Spam-Detector 3.5, which will finally make YouTube useable again. I can’t believe the kind of crap that gets recommended in the Kids app.
I don't think you can get much more real-time than what we already have? iOS and Android both do live translations through their respective earbuds at decent latency, you can't get much faster without running into fundamental linguistics limitations.
For instance, you can't translate a Japanese sentence into English until you reach the verb at the end; no amount of latency improvement can overcome the fact that languages have different word orders.
You're right, but the YouTube subtitle translation actually isn't working right now. The English captions show up fine, so reading them isn't an issue, but stil
> I don't think you can get much more real-time than what we already have?
The YouTube real-time translation are utter garbage. And that may the less bad of the real-time translations out there. Still pure garbage.
If you watch anything specific to one sport/hobby, the number of words that are incorrectly translated is just wild.
The first thing mentioned is copying something that exists. The second thing is not.
Google I/O has been my favorite tech event since 2009 when they launched Google Wave. I was hooked.
Google Wave was ahead of its time. It could've been a meaningful Slack competitor
I remember that launch. Poor Lars dancing around onstage during the connection hiccups. Google glass skyding in a few years later. Fun times.
Remember the good ol' days when we fully owned and controlled our devices? I want that back!
When was that? When phones used wires?
In the US, wired phones were often leased from the phone company! If you shop for vintage phones from the 1960s, they will often have a decal to that effect. Examples:
https://i.ebayimg.com/images/g/71gAAeSw1URp8QPF/s-l1600.webp
https://i.ebayimg.com/images/g/tPAAAeSw~RxqBiLR/s-l1600.webp
I think this started to change only in the 1980s and 1990s, thanks to cheaper electronics imported from overseas?
It was because of anti-monopoly legislation, https://www.investopedia.com/ask/answers/09/att-breakup-spin... ; i.e. breaking up 'Ma Bell' into the baby bells, and the current oligopoly we have instead in the modern day. An older picture showing how they were broken up and then re-merged: https://www.reddit.com/r/Futurelings/comments/r24ed0/diagram... or https://legalclarity.org/what-happened-to-the-baby-bells-aft...
N900 days. Damn I still miss that device :(
Demo: avoid getting to know your neighbors by letting your AI agent plan the neighborhood lock party
Unironically you can put "what are good demos for agentic workflows at Google I/O that would be received well by the general public" into Gemini's AI Mode and get better suggestions for use cases than what they're showing.
It's gotta be booking a flight or restaurant or something. They demo this every year and it never works.
So Spark is cloud hosted openclaw?
pretty much
Looks closer to a Codex on a mac mini
Ugh. Was really hoping that they were going to actually announce a release date for the display glasses this year at I/O, but it seems that they still don't have the tech ready for this. Audio only this year is a massive disappointment.
Tried Antigravity Gemini 3.5 Flash(High) model and can confirm it is super fast and decent good for non complex tasks.
That Generative UI in Search is amazing, but mocked message from his wife telling him not to use her in demos was cringeworthy.
What's funny is that they have different categories such as AI, Android, Chrome, but I bet all of them are just AI anyway
Is Antigravity CLI replacing Gemini CLI?
Looks like it. Found this:
> On June 18, 2026, Gemini CLI and Gemini Code Assist IDE extensions will stop serving requests for Google AI Pro and Ultra, as well as those using it free of charge using Gemini Code Assist for individuals.
https://developers.googleblog.com/an-important-update-transi...
Are the little intro videos for the presenters AI generated? Really depressing compared to the cool intros Apple manages to make without AI.
Why would I want to vibe code a "fully functional operating system"?
Tinkering and experimentation.
Could be a good use for older hardware. Why not.
You won't understand a thing, though. You already have the source code for Linux, Minix and tons of other OSes, pedagogical or otherwise. Why generate yet another that you won't understand?
How would unoptimized slop code be good for older hardware? That's what Linux and other projects are for. If you wanted to tinker and learn how operating systems work, you'd code one yourself like I did in CS classes. You'd actually learn something and you get the good feeling of having done it yourself.
Why wouldn’t you want to?
Because it's an activity with zero benefit and nonzero cost?
Because it cost $1000 in tokens?
Because it would be sponsored by anthropic/google/openai? You cannot do it (typically) without paying for the tokens they only can offer. Programming used to be free, but slowly, we need to pay for every single line of code. It's sickening
It's an example of AI coding agents successfully completing complex coding tasks.
I don't want a toy copy of something that already exists. I want something new.
"AI Mode" usage is up month over month. Almost like because they forced it upon everyone. Once again, is there any real AI demand?
Only speaking for myself, but I use it a lot, and intentionally. Enough that I set up a search engine shortcut for it in my browser (g <space> type prompt here <enter>).
I much prefer it to having to click through links to find things. My last handful of searches were:
- Looking up open hours for a local store
- Defining words
- "postgres select where string has prefix"
- "cloudformation read parameter from ssm"
Things where I want to look up a fact, but want an answer right away without having to read through multiple pages.
That's crazy. Those AI overviews consistently tell me wrong information.
I agree, the AI overview is definitely worse. I'm talking specifically about the AI mode search (at https://www.google.com/search?udm=50&aep=11). The AI overview seems to be summarizing the search results that were returned for your query already, while AI mode seems like it's doing its own searches based on your query.
I would definitely give it a shot if you haven't tried it before.
I just gave it a shot and it hallucinated an off-trail, alpine scrambling route that, based on my knowledge of the area, would potentially get someone killed. I simply asked it if it could "talk to me about X route", and then it decided to make shit up instead of just regurgitating the information in the sources it cited.
I've used it for live service video games, it's pretty good at summarizing major changes to a game since you've played it last. With regular web search you'd have to go to every major patch and a lot of games don't even have good patch notes / it's all stuck in content creator videos.
Though I still prefer Claude for this since it's better at citing sources.
Not surprising. It’s placed exactly where the regular search results used to be (when navigating away from image results) and muscle memory is strong. Haven’t clicked it intentionally once though.
I've accidentally clicked ai mode probably 3+ times a week recently, so that's some real good metrics ;)
Yeah I actually use AI mode a fair bit. It has access to Google's index so it can be quite a good search engine interface when the normal one doesn't work (which is quite often).
Judging by global RAM, storage, and compute hardware demand, yes there is.
Yeah I mean Big Tech are using a lot of it because they're training models and shoving AI into everything. But if they weren't forcing it upon people, would that same demand be there?
I lean AI-skeptic, but I don’t think the majority of the around 1 billion weekly active ChatGPT users are being forced to use it.
At the moment, I end up using AI mode only because the ads are not as prominent as the normal search.
Do you use an adblocker? Google also added a "Web" filter that removes all the AI slop and you can create a link to it: https://udm14.com/
Indeed. Don't worry, ads will be back, just give it some time /s
For many queries, if I don't get an AI Mode response, I formulate it again until I do.
I wonder if they will finally GA new flash and pro gemini models
Looks like Flash 3.5 is GA ("stable"): https://ai.google.dev/gemini-api/docs/models/gemini-3.5-flas...
They will. They've been falling behind on the benchmarks for a few months, and I bet that's because they're waiting for IO.
It's discouraging to see Google price Gemini 3.5 Flash at 3x the cost of Gemini 3 Flash. I would think that most people that deployed this model in production would have used it for low latency tasks, classification/categorization, customer support or basic RAG-/RAG-style chatbots. Performance on coding benchmarks is nice and all, but where is the "intelligence too cheap to measure"? This new cost point is quite prohibitive and will eat up a lot of margins if developers adopt it.
Expect all models to increase in price 3x with new releases. They're easing us into the margins they're targeting.
Flash 3 wasnt appropriately priced, it was priced to get you used to a certain level of spending, then they'll crank it up and get you used to the next level of spending.
I am aware that it was likely subsidized or at least did not have appropriate margins. But over time, that same capability should become profitable if parameter efficiency and chips improve. For many customer facing use cases outside of coding assistants, optimizing for speed, basic logic/maths and conversational texts matters much more than being able to use 40 tools simultaneously. I would have hoped that Google would recognize this and keep a dual line up, where Pro and Flash are clearly intended for different market segments. But it seems, it's all in on coding assistants and screw the other use cases..
Now, we might need to change to DeepSeek 4 Flash if Google deprecates 3 Flash.
Has your AWS bill gone down in the last decade? Despite "efficiency" and chip improvements?
Why would you expect text-generator-as-a-service to be any different?
When using Hetzner, DigitalOcean or any other VPS service together with Cloudflare, I can handle millions of page views for 5-50$ a month at pricing that has stayed nominally the same for a long time and due to inflation and performance gains of the underlying chips has basically become cheaper.
Is Gemma 4 31B not enough for your simple tasks?
I guess you didn't get the memo from last month: Loss leader pricing is over, you're now paying a less subsidized price, and will continue to until it's profitable
As explained in another comment, I think this is more about Google orienting Flash towards more complex use cases. If we got minor improvements vs 3 Flash with 1.5x the price so they can optimize their margin (which on such small models for conversational tasks is a completely different stories than the 3-25x subsidies that these agentic coding plans offer) I would have been happy. Or even no change at all. But knowing Google, I now must fear that they will deprecate 3 Flash without offering any realistic option for that user facing chatbot segment that does not require multi-tool use across 500k context.
This is hilarious, on the Antigravity PRICING page there is no pricing information
https://antigravity.google/pricing
S.O.S (same old $h*t)
"Join the livestream" button does nothing?
I found that ublock origin was blocking it. I disabled ublock origin and the button works.
None of the buttons and controls work on Safari for me.
same here
this works: https://www.youtube.com/watch?v=wYSncx9zLIU
I was curious and just installed it, and... Antigravity is a literal clone of VSCode. Wtf? Honestly, it's so embarassing. I might write a blog post about this, but I remember falling in love with the art of product watching Google demo Google Wave. Janky sure, ahead-of-its-time maybe, but also visionary and mind-blowing. Here we are almost two decades later and Google is re-releasing something made by Microsoft. The epitome of laziness and uninspired hive-think.
Imo, there's so much room for an actual normie end-product that supercharges local work with AI for regular people (office workers, creatives, etc.), but a VSCode clone ain't it. (Insert: fine, I'll do it myself Thanos meme.)
You have to realize why something like antigravity exists.
There are two usual ways it occurs:
1. Political fights internal to the company resulting in incoherent strategy and products. HN assumes this is almost always the case, and but it's only sometimes the case :).
or
2. A bunch of execs sitting in a room saying stuff like "we have to have a platform with eyeballs that we control where we can surface our AI innovations and tools or else we'll be disintermediated/unable to release stuff that matters" or whatever.
(or both!)
The second part is often a real problem to solve. The first (you have to have a platform) does not follow.
At least two of the main issues with solving these kinds of problems this way (ie antigravity) is:
a. No user actually cares about your strategic problems and isn't interested in helping you. What you release still has to be valuable/etc enough that people are willing to use it over their existing tooling. At least right now, antigravity really isn't.
b. The strategy seems to assume a complete vacuum where it's Google vs existing tools. However, there are tons of large developer companies with the same exact problem of wanting a place they control to surface stuff (or whatever particular problem this is meant to solve). If they opt for the same approach, why would Google's strategy beat them? . If they opt for a different approach, same question.
If you poke there, i suspect you will find nobody has good answers to these questions.
So this approach turns into, at best, skating to where the puck is instead of where it will be.
Most AI IDEs are VSCode fork. Everyone is just pushing their own subscription service. Antigravity is made by Windsurf team and pushes Gemini models
Erm - It is VSCode.
https://antigravity.google/ and https://antigravity.google/product
Nowhere on their marketing copy do they own up to that. Even the majority of the UI screenshots intentionally exclude the full UI look and feel and most are plucked out to not even look contextually like they're part of a greater IDE interface. It very much feels like they want to call it their own and not a fork of VS Code.
But wait, there's more ... you can also view https://antigravity.google/product/antigravity-2 where it's no longer a VS Code fork but now a clone of Claude Desktop!
I think it's a fair to label this all as unoriginal and uninspiring.
It's still using a fork of vscode and literally everyone is aware that these other IDEs are forked.
The target users for Antigravity don't necessarily know what VS Code is.
Which is good. Why reinvent this particular wheel? Even I, a grey beard 30 year vim user appreciate VScode as my daily driver.
They have like 100 junk AI products, antigravity is just one. AI is hardly super charging anyone's work either, regardless of how you package it, especially normies.
95% of people just want to search things and be entertained with their tech. Most dont want to write slop emails at light speed or whatever it is you think AI might be useful for to the average person.
If you consider slopifying your output at a really high velocity "supercharging" then maybe.
Edge browser copied Chrome, its only fair
Kinda annoying how Google always releases new products "in a safe and secure way" to a handful of "trusted testers". They already fumbled their image generation launch with Imagen a couple years ago while DALL-E rolled out in the ChatGPT app, and likewise with video generation. Took a while to regain the mindshare with nano banana. With the new Spark and stuff locked behind "trusted testers", I'm worried that again they will get overtaken by competitors while waiting in the name of "safety".
"Our Model", "Our Model", "Our Model"
Gemini Omni
get ready to hear "we can't wait to see what you will build" 10,000 times.
Developers Developers Developers!
Agents Agents Agents!
oh my god. i heard it 6 times.
"we can't wait to see what you'll ask our models to build !"
... and if you get it to work please tell us the prompt you used.
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[dead]
I wondered why they updated the Gemini Chat modes today, removing "Thinking" and adding "Thinking level" to Flash. Looks like marketing has been working overtime.
Gemini 3.5 is imminent.
https://www.voxelbench.ai/leaderboard
Getting a text based model to design voxel art really doesn't seem to be a good benchmark...
Better leaderboard: https://arena.ai/leaderboard/text
And the order of the top players is very different...
All the frontier LLMs are multi-modal.
Why are these comments being downvoted?
Google recently announced it will extend its AI slop-spam into google search. Now people will see AI-generated slop mixed with ads.
Google is trying to kill off the open web here. They tried before, e. g. AMP and what not.
I think it is now time for all of us to help retire Google. This planet can only take some Evil - and Google just exceeded planetary limitations.
You can tell the labs are scrambling with this agentic nonsense. Nobody really knows what to do with it.
All 3 major labs streamlined their desktop apps and plans to be the exact same. And we are still doing email drafts as "consumer use cases".
As I'm typing this they are talking about reimagining the search box. They turned it into a chat window.
Truly the pinnacle of innovation.
and I don't think anybody likes getting AI written emails, at least if I smell any AI I immediately get a sour feeling
Indeed it is. I always wanted to chat with my clippy. Finally, after 20-25 years I now have the opportunity to do so /s
Just in time for mass cancellations after their usage rug pull!
Canceled my $20/mo tier.
Two prompts took me into 67% usage. One of those prompts was lost completely and errors out when try to access it.
Gemini users are livid.
Theres no way Google won't win the AI race
$INTC and $GOOG are good buys right now!
Winning the AI race means obsoleting their current profitable business. They might win but at what cost?
I actually love this. They think they'll be able to control this tech and be lords over everyone. In the meantime everyone is replacing them with homegrown solutions.
It's not at all how things are going / went.
Two years ago everybody was explaining that Google was done, that because of AI search was dead and that they were the IBM or the 2020s for they were absolutely nowhere went it came to AI.
Now we're at a point where a little flash model from Google is SOTA on half of the benchmarks:
https://storage.googleapis.com/gweb-uniblog-publish-prod/ori...
So the tune changed: Google is now dead not because they'd be nowhere in AI but because they're too good (?) at AI?
So basically: whatever happens, this time for Google it's over right?
(not too clear why it's a 122 Kb .gif file as if the 90s called over dial-up modems while when the same in .webp would be less than half the size but I digress)
In the last year GOOG stock doubled, MSFT remained the same.
If you don't think AI will include sponsors/ads/etc once someone comes out on top, well, I might have a bridge to sell you.
Seriously though, I'm not sure why Google evolving in this manner precludes them from having a profitable business model. Right now we're subsidizing the costs (probably just a bit) and having ongoing subscription revenue they can increase as needed (particularly in the "google won the race" scenario) will be key before they even have to consider layering advertising on top.
I think the difference this time is, anybody can curate a baseline set of training data, there is no need to constantly be scanning the open web and indexing it. Everyone already has "good enough" question-answering capability. There is no option to pay or an ad-free, trackerless search funciton on google, but I can do that with multiple non-google providers. Between LLM and kagi I've managed to largely cut google out of my life for $40/mo. Subsidized LLM will eventually disappear, but I think cost per token will reduce over time to meet the ~$20/mo ad-free tier.
advertising is ~76% of Alphabet revenue. Cloud is 12% and growing 30%+, but margins arent comparable yet — search basically prints money, cloud is still scaling to prove it.
And most of that ad revenue is google search.
But google search has subpar quality for many queries compared to ChatGPT and other AI providers. Even if they did fix the quality issue, nobody has yet got a good way to integrate paid ads within an LLM response.
I'd say those are 2 huge risks to their business.
Funny how you are saying this now, but not 2 to 3 years [0] ago when OpenAI and Microsoft was eating Google's lunch and even 9 months ago when everyone on this site thought Intel was "dying". [1]
Now you want to buy Intel and Google just as I am about to sell it you at 9-10x and at a 3x multiple?
[0] https://news.ycombinator.com/item?id=39527133
[1] https://news.ycombinator.com/item?id=48066995