I think they're a bit more than that, but assume you're right... have you considered that they're less than three years old? ChatGPT launched November 30, 2022. And the reasoning models that have made them massively more effective in many areas (especially software development) are barely a year old?

If you reason about what will happen in the next decade or two based on where the technology is right now, a technology that didn't even exist five years ago and is still obviously in its infancy, you're clearly missing the most important point, which is that the pace of improvement has been and continues to be incredibly rapid. You need to base your reasoning on what the models will be capable of five years from now, ten years from now. Unless we suddenly hit a wall, they'll be vastly better. How much better? No one knows, but it seems safe to expect that they'll be orders of magnitude better.

I'd say they still haven't fixed their mistake, which was to create a shitty web site. A good web catalog will be far superior to any paper catalog, providing multiple ways to find a part, having real-time information about where the part is located among the retail stores, warehouses and suppliers, providing links to datasheets, installation guides, and lots more.

If Jaycar gets a competitor that builds a good web site, they'll go out of business. The fact that they don't have much competition has saved them so far, but they've responded by going the wrong direction.

No, they can't. They're already seeing searches decline as people move to asking LLMs instead. The LLMs actually end up using Google, but that doesn't generate any ad revenue for Google (that's something Google may have to figure out how to put a stop to). The solution so far is the addition of "AI results" to search output... but those AI results are produced by a far inferior model because Google search gets hundreds of thousands of queries per second, and it's currently infeasible to service those queries with a full-powered model. But the output of the inferior model doesn't satisfy users, so many of them are shifting to ChatGPT or Claude (I am!). If users opt for paid subscriptions to LLMs instead of free, ad-supported search, fine, but Google needs to be in that game and to get them to use Gemini rather than the competitors. For users who won't pay for a subscription, I assume that ad-supported LLM usage will become a thing, and Google clearly wants to get there first, or at least early enough. But right now they don't actually have the capacity and LLM usage is too expensive for an ad-supported model.

So... they need 1000X capacity, and they need it at something not too far above current OPEX costs. If it requires massive CAPEX, that's less problematic as long as it can be funded from revenues (including future revenues), and in fact it's actually good for Google if massive CAPEX is required, because it helps to build their moat, protecting them from competition by other companies that don't have the same resources. But OPEX can't be 1000X, it probably can't even be 10X.

What you describe is the only solution, but it almost certainly can't happen fast enough to prevent massive climate-caused death tolls, including lots of wars produced by the need to relocate billions of people and restructure global agriculture. The enormous refugee crises and wars are, of course, going to disrupt the technology transition that your solution necessarily and correctly relies on, which will slow it down, resulting in even more emissions and more warming.

I think we very well might have to employ geoengineering to mitigate the temperature increase and keep the equatorial areas livable while we decarbonize. Maybe not. I hope not. But we should absolutely be investing in geoengineering research now so that we have the capability if we need it. I understand the concern many people have that if we know how to mitigate warming without reducing CO2, we may choose to do that as the easier course. But I think we're going to find the inevitable and unavoidable (barring geoengineering to reduce insolation) CO2-driven temperature increases to be simply unmanageable.

The only other option is to somehow create a world government capable of:

1. Forcing implementation of decarbonization much faster than is economically-preferable,
2 Funding carbon sequestration at incredible rates, probably consuming a significant portion of global GDP
3. Forcing temperate regions to peacefully accept massive influxes of refugees from equatorial regions, and
4. Coordinating global production and distribution of food, accommodating for changing productivity of farmland.

Oh, and we'd better create this powerful, far-sighted and non-corrupt world government within the next decade or so. If we can't do that, self-interested squabbling between countries is going to prevent rapid implementation of the solution even in the absence of the refugee crisis and resulting wars.

Or, we can use geoengineering to slow the temperature rise down and gain some time and breathing room to implement decarbonization and then sequestration.

Global birth rates are already crashing. Most of the developed world is already well below replacement and is increasingly dependent on immigration. On current trends the global population is already slated to start declining within 15-20 years. The decline is likely to cause serious problems within 50 years, and if at some point we don't reverse or slow the decline, within 100 years we may struggle to maintain our knowledge base (ignoring AI, which probably shouldn't be ignored).

The clarity and thoroughness of your reasoning and explanation are impressive.

The AI business is also the search business.

JPEGXL really does everything webp does and so much more, and it's well thought out.

WebP isn't terrible; they are smaller than I would have guessed given that they have the container overhead, but there's no stunning argument for it. "Better than PNG for what we used PNG for." OK, true, but.

Google should just let AV1 be AV1 and focus on pushing HEVC out of the market with it. The real opponents of progress have left the image space and are mucking around with video and VR now. Google has the capability to do something about this and foster innovation.

Yes, there are corridors and city pairs in the U.S. where high-speed rail could get people from one city to another quickly and efficiently. But what do they do when they get there? How do they get around?

...laura

> The failure of successive COPs to agree to get rid of fossil fuels means that this is going to become necessary

Nobody believes this anymore.

Global temperatures are cyclical and the current trend is very close to the normal periodic cycle. All the "models" have failed. Sure, 95% of "Climate Scientists" believe their funding should continue but the jig is up.

If they actually attempt to blot out the sun there is no limit to what normal thinking people will do to stop them.

Fortunately they are very unlikely to get any real support for this harebrained scheme.

Why is it more cost effective to build a new Capitol than to build a water pipeline?

Yes, Google is profitable now. Tremendously so. But they're at risk of losing revenue and ceasing to be profitable as people cease using Google search and switch to asking questions of their AIs. So to retain their position as the place people go first for information, they have to stay ahead of the AI race. Well, they could also just sit back and wait to see if their competitors are overwhelmed by the query volume, but that risks losing traffic and then having to win it back. It's much better to keep it. And Google is better-positioned to win this race than its competitors both because of its existing infrastructure and expertise and because it already has the eyeballs.

In addition, you seem to be assuming that doubling serving capacity means doubling cost. Clearly Google is not planning to increase their annual operating expenses by 1000X. As the summary actually says in the third paragraph, Google is also going to have to improve efficiency to achieve the growth rate, with better models and better hardware. This is what the AI chief is challenging the employees to do; he's not challenging them to write bigger OPEX checks, that's his job.

> from a security, stability or usable prospective

You and me both but most people only score feature count. If they've grown accustomed to some oddball feature for a few months they feel they can never use anything else.

That they went their entire lives without it before isn't relevant.

From a market perspective, rushing more features to market makes more people with money happy than getting a good product to market.

It sounds like Nokia, once a great company, thought they would just pay up? But I read elsewhere that a patent troll called Avanci was behind the shakedowns?

If HP and Dell begin to make this more common and could encourage Lenovo and Apple to follow suit, then the "default H.anything" crowd might start to think seriously about moving to AV1 to drop the revenue of the trolls to zero over time. Hardware support for decode is mostly complete with more CPU's bringing encode online recently. I remember when Steve Jobs went to bat against the trolls for h.264 decode; Apple should do it in his memory.

Separately, Google seriously needs to flex against patent trolls when required. Heck, Lou Rossman is more aggressive than Google on defending the community against patent trolls.

Speaking of which USPTO intends to stop challenges to patent trolls and maybe you, dear reader, should spend five minutes to fire off an email to help EFF try to head this one off at the pass.

I know a few. I don't know what it may or may not mean. It may be relevant that the ones I know used a community-based approach, where groups of homeschooling families worked together to create something akin to a school, with different parents teaching different subjects. This meant that while the kids socialization groups were small, they did hang out with and learn with other kids, not just their siblings.