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@elonmusk
Hardware is the end game
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@levelsioposted on X
So I bought over $1M in Google today Kinda crazy but also not so crazy I've been the biggest Google hater for years, it was completely mismanaged, destroyed by politics and lack of any leadership, fumbled inventing Transformers etc. Then Sergey returned and suddenly Google is dominating not just in the AI benchmarks and leaderboards but in real usage AI benchmarks can and are easily rigged But me running an AI startup and always wanting to use the best models makes me conclude something basic now: it's really just Google and Elon Musk and the Chinese in the end who will probably win The models I use are all by either Google, xAI, or the Chinese (ByteDance, Kling, Minimax) As you know Google now has its own chips (TPUs), Google has the biggest data set in video (YouTube), images (Google images) and generally the web (for LLMs), still the one of the biggest general user bases (Google Search etc), and they finally have a real engineer being the de facto CEO now (Sergey Brin) Elon Musk with xAI you can't bet against cause he simply has the sheer willpower to get things done The Chinese are similar, sheer willpower and they don't sleep and they really want to win, and companies like ByteDance (TikTok) have massive data sets in video too of course In my opinion everyone is still staring too much at LLMs, I've always been more interested in image models, video models and now the nascent 3d and world models, that's where it's going and where we'll be able to prompt entire worlds or apps or whatever, it's hard to imagine WHAT exactly With my app Photo AI I try be a little part of that journey there of course Now I can't invest in xAI, I'm a bit invested in the Chinese via the ICHN ETF, but of course Google anyone can invest in and so I think I should I've reduced my Nvidia investments already months ago, as it was inevitable there'd be real competitors to their chips at some point, with Google's TPUs there are now I'm not an expert, and you should mostly just buy ETFs, and you shouldn't listen to me and this is not financial advice
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Community Sentiment Analysis
Real-time analysis of public opinion and engagement
Sentiment Distribution
72% Engaged
53% Positive
19% Negative
Positive
53%
Negative
19%
Neutral
28%
Key Takeaways
What the community is saying — both sides
Supporting
1
A loud chorus of bullishness
many replies celebrate the Gemini 3 Pro leap and say they've been buying GOOG, praising its distribution, ad/business engines, YouTube data, Maps and Android as an unassailable full‑stack moat.
2
Technical advantage and hardware edge
commenters point to Google’s custom TPUs, consumer hardware integrations and massive image/video datasets as the reason it can win multimodality and keep costs down compared with rivals relying on NVIDIA.
3
Product momentum and leadership comeback
users credit Sergey’s return and faster shipping cadence for Google’s turnaround, describing the company as suddenly focused and shipping like a startup again.
4
Enterprise and monetization upside
several people note Gemini’s enterprise access, deeper search/YouTube indexing, and creative ad targeting opportunities (e.g., better YouTube ads) as durable revenue levers.
5
xAI, Tesla and chip interest
a chunk of replies want to invest in xAI or ask whether Elon’s teams will build their own silicon, while others speculate about future mergers or collaborations between xAI, Tesla and SpaceX.
6
Image/video as the real battleground
multiple replies argue that visual and world models (images → 3D/video) are the next frontier and that Google’s dataset integrations give it a meaningful head start.
7
Contrarian praise and caution
many admit they were skeptics who are now buyers, but a few flag issues like half‑built products and committee‑driven design—small warnings amid the optimism.
8
Calls to action and envy
plenty of readers applaud the conviction of those putting money behind their words, saying they’re adding to positions or shifting from other big winners to double down on Google.
Opposing
1
Sergey vs Sundar — A loud portion of replies credits Sergey Brin’s return as the turning point and openly criticizes Sundar Pichai’s leadership, with a few defenders pushing back
Accusations range from poor execution to outright hostility toward Sundar’s stewardship.
2
Trust, politics and regulation — Many accuse Google of censorship, propaganda and gerrymandering public opinion, and several predict political pressure or regulation could “crush” the company
That distrust fuels calls for alternatives and skepticism about Google’s motives.
3
Who wins the AI race
— Opinions split between OpenAI as the favorite, hope for Anthropic, and bets on Meta or Tesla; some suggest concrete moves (phone, app store) as ways OpenAI could challenge Google. Enthusiasm for ChatGPT and fears about Google losing ground are common.
4
Investing and timing — Several replies warn against stock-picking, endorse passive strategies like the S&P 500, and accuse buyers of FOMO or buying at the top
Others recommend reallocating into riskier, high-upside small caps or different tech plays.
5
Product criticism — Users complain Google launches things that aren’t fully integrated and call it “killed by Google”; Gemini and related tooling are labeled immature or limited (e
g. , video generation concerns), undermining confidence in Google’s AI products.
6
Tone and noise — The thread mixes sharp insults, memes and snark with practical advice; off-topic quips (lamps, dollars, GME) and short rebuttals punctuate substantive points, making the conversation simultaneously hostile and entertaining
Tone and noise — The thread mixes sharp insults, memes and snark with practical advice; off-topic quips (lamps, dollars, GME) and short rebuttals punctuate substantive points, making the conversation simultaneously hostile and entertaining.
Top Reactions
Most popular replies, ranked by engagement
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@ChrisJBakke
Smart - I acquired a similar position earlier in the year. Google + xAI are both severely undervalued when it comes to their distribution, full-stack capital allocation, and pace vs. some of the other cos.
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@levelsio
Yes please @elonmusk let me invest in xAI
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@levelsio
This was mostly the case without Sergey Brin at the lead with AI
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@levelsio
Indian nationalism is so wild and irrational
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@ErdalToprak
They do a lot of stuff but never integrated fully in their ecosystem, then nobody uses it then it ends in the google graveyard https://t.co/AtG0Uh3wLD
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