That's one thing everyone needs to remember. AI is here to stay, but the bubble IS going to pop. This level of spending is unsustainable. Soon the market will readjust and the amount of money we spend on AI will return to sane levels.
replyGoogle has multiple cash firehouses, the small AI companies do not.
Apparently Sundar thought it was a problem.
replyObviously a delay is a problem.
replyDid he say a "complete and unmitigated disaster"?
No, because he's not a fool. If he had said that the correct response would have been to question his sanity.