Bilkowski: Google can lose money on AI indefinitely to pressure rivals
Dan Bilkowski · Value Lives in the Mind of the Customer, Not in Your Product · Oct 21, 2025 · at 18:51
Dan Bilkowski, founder of Product Tranquility, evaluates how Google's core cash-generating business model gives it the ability to subsidize AI innovation and outlast competitors.
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“They could lose money on their AI, like basically indefinitely. They could run the clock out on everyone else if they really wanted to, you know, keep pricing pressure on the market and run those other companies out of business because they can fund that type of innovation.”
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