Comment by Quarrel

Google has another massive advantage over OpenAI.

It makes serious revenue outside the AI bubble.

Google has (much) more money in cash on hand than OpenAI has raised.

Of course, there are a few other MegaCorps out there, who make money in other places, while having a serious stake in doing well out of AI, but I'm with you. Google FTW.

Nvidia selling shovels to the miners is great, but the analogy falls down if the gold mines are bottomless, and the cost of the tools to mine them trend to zero.