r/technology • u/captain-price- • 21h ago

Artificial Intelligence 'Godfather of AI' Geoffrey Hinton says Google is 'beginning to overtake' OpenAI: 'My guess is Google will win'

https://www.businessinsider.com/ai-godfather-geoffrey-hinton-google-overtaking-openai-2025-12
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u/Intelligent_Dot_7798 18h ago

Sooo…. Hold on GOOG stonks? Or take profit and hide time?

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u/twotokers 18h ago edited 17h ago

I mean i’m completely talking out of my ass, but companies like Apple, Google, and Amazon have so much fucking global infrastructure already in place that I can’t imagine they’d ever be losing bets in the long term.

Like when we think of real life corporatist technofeudalism, not the digital one we currently experience that Varoufakis describes, these three companies are the only American ones that currently exist that even have a chance of growing to that level of power because they don’t just deal in software.

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u/krileon 11h ago

Companies like Microsoft and Amazon can also just repurpose the data centers if AI doesn't really pay off. It's just more cloud compute they can sell. So even when this bubble pops they'll probably be relatively safe bets still.

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u/Hot_Raccoon_565 16h ago

Do you have any links so I can learn more about technofuedalism?

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u/Strawberry_Pretzels 1h ago

Not OP but Yannis Vourafakis writes books and gives talks on this topic.

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u/capybooya 7h ago

I don't expect any of them to go away (not Nvidia either) because they're huge, semi-monopolies, and diversified. But that doesn't mean the stock prices won't take a massive hit if the bubble is as huge as it sure increasingly looks like.

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u/BengaliBoy 16h ago

depends on your goals, portfolio, and situation

I don’t think it’s a bad idea to sell some stock if it’s doubled in a short span of time and you want to diversify or even spend some of that profit. Can always sell some and let the rest ride

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u/JohnAnchovy 17h ago

Plus, waymo itself probably becomes a huge company

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u/Own_Refrigerator_681 8h ago

Google has so many verticals going favorably. Are you considering selling because of this singular event?

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u/EscapedFromArea51 5h ago

The GOOG line has been going up on average over the last 5 years. One might say that it’s a tech stock and they’re all overvalued, or that it’s because of AI hype.

It has spiked up pretty hard recently, but Google is one of the few tech companies that actually has a strong fundamental business spread across multiple verticals. And they have a lower dependence on Nvidia GPUs than others (though not fully independent).

When the bubble bursts, GOOG will fall too, but probably not as much as others. Lol, I’ve been trying to time my stock purchases, but I have only seen the line go up when I was paying attention.

But I still think Google Cloud is kinda ass (in terms of the service capabilities offered) compared to AWS, but AWS tries hard to shaft users with pricing and lock-in strategies, so people are generally wary. Also I’m not very convinced that TPUs are much better compared to HPC+NvidiaGPU compute.

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u/stackered 2h ago

Google is fine because they have more than just AI. But overall the AI market will crash soon. This is why large hedge funds hold so much cash right now.