We see these ideas that are obviously nonsense all the time. This one has been picked apart by multiple people with industry experience already.

What these things are is essentially the venture capital version of the scam mails you get in your mailbox every day. If you make it big enough and insane enough, someone with more money than brains will think he spotted an opportunity that everyone else missed and will invest.

Why is it, you think, that 99% of these things vanish without a trace after an initial storm of publicity?

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.

Wow have you looked around lately? People have to spend more on basics. Despite Trump’s lies, the average consumer pays for tariffs. People are spending less on nonessential items. Guess which company gets less business: Walmart where people get food or Amazon where they get nonessential goods? Amazon. That is a direct effect.

Secondary effects are that the Trump trade wars have greatly impacted industry like tourism. As local businesses suffer they start layoffs. Guess where those laid off people don’t spend money: Amazon.

As public company that must report earnings every quarter, to ensure increased profits for shareholders, Amazon must cut costs like staffing costs.

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.

Spying, I mean AI assistance needs to be added. How else can they sell your data—er, help you with computing tasks?

I have seen more coworkers using Macs as Windows specific requirements have slowly disappeared. I asked someone in IT about the cost difference. Macs cost more but they generally require less maintenance. For example these core Windows functions being broken have generated a lot of support tickets. On the backend, more and more servers are Linux with Windows only for Microsoft specific things like Office servers, Windows AD servers, etc.

Unfortunately it is becoming harder to not buy from Amazon. Many times I have found that only Amazon has an item that I need within a few weeks. Other places might have it if I am willing to wait a few weeks.

Generally someone claiming they are a "Professional Engineer" or PE is where people can get in trouble if they have not passed certification. People who have engineering degrees cannot use that title until they pass certification tests. To get a certification requires passing 2 tests. The first test is administered near or immediately after graduation. The second test is after 5 years that but the engineer must have worked under the supervision of a licensed PE for those 5 years.

I have known people who have been fired for falsely claiming a PE license. And the problem is they are generally black balled from any future engineering jobs. There are certain tasks that only a PE can do like sign off on engineering plans. Not having a PE license limits tasks but engineers can still work in the industry without one. Faking one is silly and stupid.

I would speculate the whole part of not starting trade and tariff wars with other countries especially allies would have helped the situation. While it might not have stopped Amazon from 0 layoffs; Amazon may not feel the need to layoff 14K people.