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The next set of hardware purchases will cost more than their last set of hardware purchases, and that's going to outweigh any labour economies of scale given just how many hardware components are in shortage this year.

If their growth had been in their projections in say 2024, they might have just been able to skip a round of hardware purchases, but the combination of growth meaning they must expand their hardware and hardware costs made this inevitable.


Presumably you mean profit and not income, since income is revenue

In that context, income is obviously short for net income.

Google made the first move with their initial plan to lock it down, so the onus is on Google to calm the fears they caused if they don't want people to distrust them.

But they did. That was the announcement that they would still allow sideloading. If you are still afraid then that's kind of on you. Seems silly to expect Google to put out info about enabling sideloading for a system they haven't even released yet. It could very well be in there day 1. Nobody knows.

Google needs to put hard evidence that they are doing it. Sorry but just saying something isn't enough proof. Talk is cheap show us the code.

It's deliberately written to be vague and not say anything, and given the original intention, it's hard to believe that means it should be interpreted generously.

I'm not sure non-technical people have a good understanding of or experience with password less email login either. While doing tech support I've seen people get very confused at the need to open another app to login in or the fact that they're now logged in in the webview of their email app and not logged in in the app or browser they had been using (especially if the first thing that web view does is pop up a giant "try the app" modal)

I can't stand the 'use the app' nag modals!

Thanks for your insight. Outside of being a consumer, and as a security engineer one who appreciates things like passwordless, my experience comes from my employers passwordless rollout. The sentiment is broadly positive, but we would veer to a technical user base, and sentiment misses the nuance you brought up.


Isn’t it microtransactions? Which kind of hints at the difference, since it’s all the ceremony of a two party transaction, while micropayments proposals usually have some focus on being automatic or frictionless

> Agentic workflows are a VERY small percentage of all LLM usage at the moment. As that market becomes more important, Google will pour more resources into it.

I do wonder what percentage of revenue they are. I expect it's very outsized relative to usage (e.g. approximately nobody who is receiving them is paying for those summaries at the top of search results)


> Most agent actions on our public API are low-risk and reversible. Software engineering accounted for nearly 50% of agentic activity, but we saw emerging usage in healthcare, finance, and cybersecurity.

via Anthropic

https://www.anthropic.com/research/measuring-agent-autonomy

this doesn’t answer your question, but maybe Google is comfortable with driving traffic and dependency through their platform until they can do something like this

https://www.adweek.com/media/google-gemini-ads-2026/


> (e.g. approximately nobody who is receiving them is paying for those summaries at the top of search results)

Nobody is paying for Search. According to Google's earnings reports - AI Overviews is increasing overall clicks on ads and overall search volume.


So, apparently switching to Kagi continues to pay in dividends, elegantly.

No ads, no forced AI overview, no profit centric reordering of results, plus being able to reorder results personally, and more.


They have a ML model based on shrug emoji that decides if you’re in the automatically approved bucket, the face verification bucket or the ID verification bucket. If face verification fails or you’re in the high risk bucket you’ll need to send them ID to access adult content, i.e. any channels manually set to nsfw, anything their classifier deems nsfw and anything in servers deemed nsfw. Discord would like to imply that most users are in the automatically verified bucket and only like porn is flagged nsfw, but it’s entirely in their control to tighten these screws when they reckon that the controversy is over (and they’ve already been trialling more mandatory ID verification on UK users, before starting the global rollout)

I think the order went finding the house first and only then were they able to identify the victim (and consequently the offender)

That would make sense. Thank you.

You could still run the sofa customers list against a list of known offenders but is there a federal list? Maybe the number of states where the sofa was sold was to large and getting the full list not feasible?

Exactly, it sounds like they didn't know who the girl was from photos alone; "Lucy" was just a name they gave the victim.

It sounds like they had the abuse images but not her name or identity - hence asking Facebook to identify her via facial recognition search.

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