Google looks like it has drifted out of the AI race as a hardware company
bindureddy · x · 2026-07-27
- Bindu Reddy says they are mildly shocked by Google’s position in AI.
- The argument is that Google now looks like it has left the AI race by becoming a hardware company.
- Their take: hardware margins tend to compress toward zero over time, which makes that strategy look less attractive in an AI race.
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