Google's Ex-CEO deliberately said Google has studied Rockerfeller. After observing google’s recent AI plan, and how shocking cheap it is compared to other model providers like OpenAI. It had me sure on Google is following the blueprint of Rockefeller’s standard oil during last century.
Rockefeller didn’t have better oils than others, he simply made the cost of oil cheaper, a lot cheaper via vertical integration. While doing that, he wait for other competitors run out of cash flow and buys them, he ended up buying the every company in the industry.
Google is doing the same. Via vertical integration of entire AI stack, namely:
Applications
Model
Infrastructure
Chips
Energy
Another iconic move of standard oil is purchasing. And Google is no stranger in purchasing game, it bought Android, YouTube etc. The current situation is, OpenAI is bleeding money due to unit economic, Google is essentially waiting other model providers to burnout cash due to unsustainable unit economics.