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e3df

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"Google has had a slew of failed projects, and Meta's metaverse stuff tanked, and they're still fine. They can afford to experiment."

Only with the blessing of shareholders. Frankly Google's search box and ad-tech has been carrying all of its failed bets but at some point people will start questioning if Google is returning enough cash given the results of new investments. Google's management does not own the cash - it holds the cash on behalf of the owners.

Models get better with money (reinvestment).

But if there aren't enough returns soon the money will eventually dry up for OAI and Anthropic and Google will not be trusted with their cash balance.

Its amazing how people here think that money is a play-thing and this dance can go on forever. It cant and wont and the fear-induced marketing doesnt work forever either.

Taste comes from childhood imo. It is not something that magically appears in adulthood.

It was always there, albeit laying dormant until one does something that requires it.