I would not price my startup off Alphabet spending $85B on AI infrastructure. That is balance sheet war chest for search, cloud, models, and devices. Your seed round still depends on customers.
Fair point.
Most teams skip this because it feels boring, then wonder why the dashboard looks fine while the pipeline stays quiet and nobody can name the page that actually moved a buyer to act.
What big capex signals
AI is not a side project for Google.
Compute and talent costs stay high.
Platform features will keep shipping.
Risks for small tools
Feature absorption.
API pricing changes.



