really good piece on Google I/O and the revenue/cost implica...

really good piece on Google I/O and the revenue/cost implications. The following two points stood out to me (source in the second tweet):
"the biggest indictment of Microsoft’s lack of real focus on search is that you can still only use Bing AI on Microsoft Edge"
"Most analyses ignore the impact of caching. When someone searches “Youtube” in Google (one of the most popular queries), Google does not re-run that search query. It will show cached results, which helps reduce latency and compute costs. The historical cache hit rate for Google is between 30-60%."