This simply expires the exception for the remaining 25%.
I'd really like to see them scale this up commercially quicker than they did with the humanoid robot they built well ahead of many others.
Take the war in Ukraines for example, the uncensored and real time updates you get in open Telegram channels make most intelligence agencies except for Five Eyes nations look regular.
This deal may be much bigger than it seems off the bat. The cohort of people using Telegram to exchange content is maybe the top 5% of the world in many important niches.
Yes, sure, they monetized, but also they gave back as much as, and if not more than they took. We have so many machine learning frameworks, tensorflow, research, payouts to creators, advertising opportunities, careers, products, a lot of things built and taken down but most importantly built. They were probably the most positive force for the internet age in the past 20 years and more than anyone will ever give them credit for. Only in retrospect will we realize how lucky we were to be alive in the Google age. Full stop.
What really killed the web was the rise of closed wall gardens platforms such as Apple, Facebook, Instagram and others. Putting up walls around content that didn't need to necessarily exist or not honoring open frameworks to exchange information and making things more widely indexable.
But even here there have been significant benefits. The present AI boom would arguably not have been as large as it is right now without Mark Zuckerberg choosing to put an unconventional amount of investment behind AR ambitions to take on Apple, an investment the size of which many conventionally run publicly listed or private enterprises could hardly imagine to take up, leading to the concentration of capital, talent, technology and hardware in a place that gave birth to open source Llama and others. Google as well was very well poised because of their investments in compute fueled by their business model which kept the web alive and also returned capital into places where computer scientists would be paid significant amounts of money and have job security and freedom of will. to do as they pleased as opposed to chasing a paycheck, working as a physicist at CERN or something.
All I'm saying is this article does not fully capture how significant the positive outcomes from Google have been.
I'll grant you Chinese developments; I'm not across what's happening there, but I wouldn't be surprised if it was on par, yes.
My bet is that they can reduce the cost of their working solution more reliably and safely than Tesla can get their solution working at scale.
I don't understand this attitude in the technology industry. If you want to hold such a strong opinion on something, at least take the initiative to research what you're talking about.
Teslas __today__ are at or better than Waymo at autonomy. They are launching tests in June. There are popular accounts who have experienced this alpha at the "We, Robot" autonomy event earlier last year and follow on interviews with Lars and Franz, (Head of Vehicle Engineering and Head of Design)
You can also take fully autonomous bus rides in China right now, even there, for, early reviews, the latest Tesla Autopilot blows everything else out of the water.
I’m not trying to push Tesla alone, but I’m trying to highlight the gap in adoption goals. What is Waymos ambition this year? How much can they ramp their fleet at $140k per unit versus Teslas consumer fleet and upcoming low cost robotaxi with the mass manufacturing improvements further lowering cost per unit?
They've got immense potential, sure. But to say that they're winning is a bit far from reality. Right now, their Cloud AI offerings to the enterprise are technologically superior to anything else out there from AWS, but guess what? AWS seems to have significantly more %age sales growth in this space with their larger base compared to GCP with their smaller market share.
The same can be said across turn based chat and physical AI. OpenAI continues to be the growth leader in the consumer space and a collection of Claude + self hosted + Gemini now in the enterprise / API space.
They need to be measuring themselves on moving the needle in adoption now. I'd hate for such amazing progress to stall out in a niche.
There is going to be a GPU/Accelerator shortage for the foreseeable future to run the most advanced models, Gemini 2.5 Pro is such a good example. It is probably the first model that many developers i've considered skeptics of extended agent use have started to saturate free token thresholds on.
Grok is honestly the same, but the lack of an API is suggestive of the massive demand wall they face.