Google: Absolute Singularity War
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The 20-Year Singularity Bet is Now
Now that almost 40% of my net worth resides in Google, I am a bit more compelled to pay attention. First of all, I don’t like it… But then again, it’s one of my only winners who just keeps winning despite the odds repeatedly.
When AI exploded or should I say ‘Large Language Models’, OpenAI had already won. Microsoft struck gold. And Google was laughed at, it became the dinosaur that was about to miss the future it invented.
Even with that narrative looming over them, all I’ve really sensed from them since 2022 has been an immense calm. But that just changed. Recent decisions have revealed how big the stakes are and they’re going all-in.
Google Origins
But before I talk about the insanity of their future strategy, I wanted to talk about their past.
Little is known about Google and not because it came out of nowhere. But unlike facebook which burst onto the scene. Google just quietly crushed every search engine that preceded it.
Somehow Larry Page and Sergey Brin from Stanford created Google in less than 2 years which then later took over the world… And some documentaries literally claim it was made in a garage.
Top tier investors like Bezos appeared from the very beginning, before Google even dominated the web. Again, facebook had to become viral on campus first; Thiel came later. Then it just keeps getting weirder.
CIA’s In-Q-Tel’s “Keyhole” became Google Earth in 2004. Shortly thereafter Google started working with NASA and its quantum computing department. Then casually owning the entire web with Android and YouTube later.
All of this happened in less than a decade.
Singularity Adjacent
Nowadays the media is obsessed with Artificial Intelligence and talks about the ‘Singularity’ as if we’re already living through it. However, it wasn’t too long ago when the creator Ray Kurzweil was considered crazy by the masses.
Only a few took him seriously, and among those few were Google.
So in 2012 when Kurzweil wanted funding for his company Pattern Recognition Inc. Page didn’t hesitate, even though it had no commercial product at the time, he bought it. All of it.
Instead Kurzweil became the Director of Engineering at Google with one single goal in mind: Accelerating the Singularity. He later stepped down but a lot of actions were orchestrated by him.
But bringing in the world's most prominent futurist wasn't enough. DeepMind and Geoffrey Hinton, the "Godfather of AI" all from Google whose work helped lay the foundation for advanced neural networks and today's AI boom.
The Glitch in The Matrix
It’s safe to say Google has been working on AI for more than a decade prior to ChatGPT’s release. Which seems like a glitch in the matrix given that the transformer, all frontier models are built on, came from Google.
It’s literally the “T” in ChatGPT. Research teams at Google published “Attention is All You Need” in 2017 showcasing the technology which could take an input and yield an output.
The consensus around neural nets at the time were the bigger the model the more hallucinations it had and eventually it would fall apart. The field made a complete U-turn with OpenAI’s paper on the scaling laws in 2020.
Others even speculate that Google didn’t want to ruin their own empire with an unproven technology while OpenAI had nothing to lose. We can’t know for sure, but TPU chips were already being made in 2016...
Which begs the question: How long has Google been sitting on this technology?
The Death of the Web
Either way, Google’s main business has always been search-based ad revenue. And lately there’s been a big fuss about Google changing Search to being agentic rather than the standard 10 blue links plus widgets.
I’ve seen plenty of pseudo-intellectual people on YouTube dissecting the move. Both claiming it has or will inevitably lead to its downfall since it decreases browsing time per user and prevents them from visiting the site themselves.
While I would have agreed a year ago… The real problem isn’t actually the AI overviews themselves. I mean they’re often ridiculous, but they get the job done 9 times out of 10.
The real problem is that the web itself is dying, not that Google Search really failed us. The internet started decaying already years ago when we all moved into platforms like Reddit and Discord.
Now the world wide web is just full of dropshipping merchants and weird AI generated websites. So the problem as a Google investor becomes the search-based ad revenue being disrupted faster than we thought...
Pricing in the Exponential
Of course, that’s not what the numbers are showing yet but it’s relatively clear where we’re heading.
My super smart coder friend is almost convinced software is living on borrowed time, foreseeing a future where websites become super accessible info dump pockets for these AIs.
And it’s already happening. My dad who works with a company specializing in SEO-optimization won’t shut up about ‘LLM-curated websites’. Tailoring websites so that the LLMs can find them.
Shit just got real and Google knows it. If you carefully read between the lines of the decisions being made, it becomes obvious. They’re putting everything on the line for this coming AI expansion while simultaneously protecting their own necks.
They can’t afford to lose the Google Search revenue yet, so precautionary steps like integrating Gemini everywhere and locking down Android are being made to force people into the ecosystem automatically.
They’re spending close to $200 billion dollars for 2026 primarily for AI and datacenters. Either they’re finally pricing in the exponential singularity here or they’re playing with fire. Otherwise there won’t be any profits until 2028.
And if they still lose to ChatGPT? They got YouTube, Google Cloud, TPU foundry, Wiz Cybersecurity and Waymo.
My Move?
Google is now the second largest company in the world and has almost morphed into a giant holding company with massive positions in both Anthropic & SpaceX.
As for me? I’m insane.
It’s just… I don’t know how deep this story goes?
AI might have limitless potential and depending on whatever breakthroughs in Isomorphic Labs or DeepMind, who knows what Google’s future will look like?
It’s expensive and definitely the favorite right now. But look, dad says price is what you pay; Value is what you get.
And right now? Google is going toe-to-toe with the world’s top frontier AI labs while dominating everywhere else…
Not selling.
INVADER WIKI OVER
🛰 Signal LOST: End of transmission — INVADER out…
Disclaimer: This post is for informational and entertainment purposes only. It reflects personal opinions and is not intended as financial advice. Always do your own research before making investment decisions.
It was fun to read your story today.