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Google is the AI arms dealer

BULLISH by u/sm7196 | Oct 02, 2026 | 1↑ 0 comments | 18 views | VIEW ON REDDIT
$GOOGL
$GOOGL ALPHABET INC. COMMUNICATION SERVICES EQUITY SIMULATION
$334.76
-5.51 (-1.62%)
LAST PRICE · 15 MIN DELAY
DAY CHG -1.62%
5D CHG -3.70%
30D CHG -0.64%
AI SUMMARY — Alphabet operates as an 'AI arms dealer' by intentionally slow-rolling AI model improvements to keep competitors like OpenAI and Anthropic dependent on Google's TPU chips and compute services, while profiting from their funding and cash burn. This strategy allows Google to dominate AI infrastructure while maintaining a facade of competition to avoid antitrust scrutiny.
TICKERGOOGL USERu/sm7196
RATING BULLISH ENTRY $338.26
POSITION 29 sh SYN BOOK VAL $10000.59
CURRENT $334.76 P&L % -1.03%
CURR VAL $9897.11 P&L $ -103.48

Ya’ll need to chill with comparing Alphabet’s AI model with others and ascertaining the companies entire value on the benchmarks.

It’s in Alphabet’s interest to slow roll updates… if they slaughter the competition, who will buy their TPU chips? Who will buy their compute (Anthropic has $100B backlog through 2030). Alphabet is shepherding the lambs to slaughter but slowly. Might as well fatten them up and profit (don’t forget about google’s gainz on Anthropic)

If OpenAI and Anthropic fail, they will lose funding and that means less revenue for Alphabet as it literally is one of arms dealer to the world. This is basically one of the worlds best transfer of funds from VC’s to Google lol. Let openAI and Anthropic burn cash.

Also Google is literally hassled by gov all over the world for anti competitive behaviour. Thus having illusion of competition provides them cover as they move in the shadows like a monster

as orange daddy said, SUNDAR IS A MONSTER