Among many voices on Google’s latest AI moment,
@GavinSBaker made a brilliant point:
Google’s advantage is not only about whether its TPU edge is still as unique as before. The more important point is that Google may have the largest installed base of AI compute in the world.
(BTW - this is a must watch interview by Gavin -
x.com/GavinSBaker/status/205…. I've taken so many notes. )
In an AI cycle where compute is becoming one of the scarcest and most strategic assets, that matters a lot.
Google has been building this infrastructure for years: TPUs, massive data centers, Search-scale systems, YouTube-scale data, Android distribution, Chrome distribution, Workspace workflows, and a fast-growing cloud business.
That combination is very hard to replicate.
This is why I think the simple “AI will kill Google Search” narrative misses something important.
Google is not just defending Search.
It is trying to turn its entire empire — Search, YouTube, Android, Chrome, Workspace, and GCP — into an AI-native operating layer for billions of users.
And Gavin’s point about GCP is important too. If cloud growth keeps accelerating because enterprises need more AI infrastructure, then Google is not only exposed to AI disruption — it is also one of the biggest beneficiaries of AI demand.
The upside is enormous. But the risk is execution.
Google now needs to prove that all these assets can translate into products people genuinely love using — clear, useful, intuitive, and deeply integrated AI experiences.
And this may be the area where Google needs to listen most closely.
A lot of the criticism right now is not coming from people who want Google to fail. It is coming from frustrated users, builders, and developers who still care about Google — people who see the potential, but also feel the friction.
That kind of feedback is actually a gift.
It gives Google a mirror: where the product feels confusing, where the naming feels fragmented, where the experience feels less human than it could be.
This is where “tech with soul” matters.
AI products are not just about intelligence. They are about trust, clarity, usefulness, and respect for the people using them.
If Google can listen deeply, simplify boldly, and turn its technical power into experiences that feel natural and empowering, it could make a huge difference.
I’m still bullish on Google.
But in this phase of AI, the winner won’t simply be the company with the strongest models or the most compute.
It will be the company that can turn intelligence into habit — and habit into trust.
#techwithsoul #google
Gavin's takes on Microsoft, Google, Meta, & Amazon:
Microsoft ($MSFT): "I like Satya, I admire him. He's an exceptional CEO, and I give him a lot of credit for the decisions he's made.
But he did go from, "We're going to make Google dance," to being the product manager of Copilot in 3 years.
The decision Satya is making now, which the market has punished him for, but I think is the right decision — who knows how fast Azure could be growing if they were willing to just sell GPUs to OpenAI.
'We're going to use our compute internally to make our own products better.' One reason Copilot was so bad, or has been so bad, is that there wasn't enough compute available. They're fixing that.
He's making good decisions that are risky decisions, to position Microsoft for this world where frontier models are no longer API-accessible.
It's a really courageous decision that I give him a lot of credit for.
Microsoft probably would be an $800 stock today if they were using their GPUs to serve solely OpenAI and Anthropic's capacity instead of using them for their own products."
Google ($GOOG): "Google was incredible last year because they had that TPU advantage, which is now gone.
The reason I think they're still in a great position is they have the most compute of everyone.
We talked about the value of installed bases being higher as a result of shortages — they have the biggest installed base of compute.
Google I/O is this week. If they don't release something that even slightly leapfrogs OpenAI and/or Claude, that's interesting.
It's not a disaster for Google, it's just interesting.
Between the amount of data they have, the YouTube data, the amount of compute, the search business — Google's never not going to be in a good position. You see that with GCP going crazy."
Meta ($META): "You've got to give Zuckerberg immense credit, for what he's done in terms of making Meta an AI-first company internally.
He is the only one of those true internet giants to have done that. I give him a lot of credit for paying up when he did for contracts, that talent.
And Muse was a really big upside surprise. It was the first model from MSL, and it's not on the Pareto frontier with xAI, Google's one entrant, OpenAI and Claude, but it's pretty close. That was very impressive to me. So Meta is in a better position — still not as strong of an absolute position as Google, but a better position."
Amazon ($AMZN): "Amazon is in a really strong position because of Trainium.
You're going to see real P&L efficiencies from robotics over the next 18 months in their retail business.
I actually think Nova — their internal models are not where Muse is, but they're better than they get credit for.
The two companies who are the most deeply engaged with startups are Amazon and Nvidia by a mile.
It's going to end up being a pretty big advantage for Nvidia and Amazon — with Google right behind them — to have this engagement that you just don't see from these other hyperscalers."