Why YouTube is key to Google's success in AI, with YouTube's AI enhancements making video content more monetizable than text-based content in Search
Action is happening up-and-down the LLM stack: Nvidia is making deals with Intel, OpenAI is making deals with Oracle, and Nvidia and OpenAI are making deals with each other. X: @buccocapital , @howardlindzon , and @edconwaysky X: @buccocapital : YouTube and Google are the real AI winners The @benthompson $GOOGL giga-bull transformation is complete [image] Howard Lindzon / @howardlindzon : I'm a long time @benthompson fanboy ..we fireside chatted at Stocktoberfest way back in 2014 his latest on Youtube as the tip of $goog spear is on point https://stratechery.com/... Long felt Youtube is the most priceless asset even beyond digital Ed Conway / @edconwaysky : Really interesting point about AI and YouTube from @benthompson 👇 If the future of AI is primarily video, not text (which seems plausible), then strange as this prob sounds today, perhaps it's Google/Youtube that has the upper hand, not OpenAI/ChatGPT? https://stratechery.com/... [image]