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In short: every big corp has to constantly play whatever is the current hype cycle in order to keep the money rolling from investors. It's irrelevant whether their management actually believe the tech du jour is important or not, this is just the game that they have to play to stay ahead. I think that Google's fundamental mistake is that they have compromised their core product in service of the LLM hype cycle. Yes, the "product" is really Adwords, but the search service is what actually drives it. Yes, they have other products like Android, Youtube, Gmail and Chrome, but search is the biggest of them all