Correct, but they're not profitable, rely on quickly depreciating capital assets and loads of tech employees to maintain their services, so it's hard for me to believe that there's a sustainable business here for them.

And like, if anyone's gonna win it should be Google because of their ability to push capital into this for a long time, their world class infrastructure and their cost advantage by having their chips in house. But I have faith in their ability to snatch defeat from the jaws of victory.