Google had the tech to beat ChatGPT. They shelved it to protect ad revenue. Now LLMs are eating search. DeepSeek exposed the bloat. AIEO is replacing SEO. The reckoning is coming.

Google had the lead. DeepMind was years ahead in language modeling. They had the architecture. They had the data. They had the compute. But they didn’t launch. Not because they couldn’t. Because they wouldn’t. According to a senior insider, Google shelved its early LLMs to avoid cannibalizing its own ad …

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The AI narrative was used to mask the true source of chip demand coming from China front-running U.S. export restrictions. Chips shelved overseas due to US trade tensions.

If the chips were being used for production we would have seen a rise in memory demand. Instead these orders are being shelved in warehouses overseas in case the U.S. escalates trade tensions. — Financelot (@FinanceLancelot) June 29, 2023 Nvidia's largest 6 month gain in 20 years. pic.twitter.com/cVxTc9LyuQ — Mac10 …

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