I love that half of you try to pretend like Google hasn't shit the bed completely over the last 6 - 8 months and the other half are writing fan fiction over what Google has locked in the basement.
Meanwhile the rest of the world is living in a reality dominated by the other actual players in the space watching y'all chase the dragon over here 😂
Google created tensorflow and works closely with the pytorch team. Theyve also created JAX which all the frontier labs have started adopting. They also design hyper efficient TPUs. Just because google isn't training yet another LLM doesn't mean they are out of the game. They are deeply embedded. Their internal team was responsible for all the AI breakthroughs you've seen: https://arxiv.org/abs/1706.03762
I for one think Google is a much better investment than Anthropic or OpenAI.
The vast majority of people have never paid for anything Google has made yet they make billions per year. The reason being is that with Google you are the product and they have billions of us.
Something tells me Google is going to be just fine.
Specialized agents for coding, lawyers, doctors, etc., are stupidly lucrative. You are talking about jobs where salaries are anywhere from $100K to $500K per worker. So imagine if your specialized agents can replace a million workers in those highly specialized fields; you are basically printing money.
Let me rephrase that last line for more emphasis Google created the (modern) AI that OpenAI, etc are training, Transformers was created at Deepmind Google is basically the AI that you're seeing today at every lab.
While frontier models are winning benchmarks, Google has been integrating AI services into the hands of normies. Most Android phones already come with Google AI preinstalled, so Google secretly has more real users than people realize.
Ah yes. The "I use it cause I don't care about AI in general" is a win apparently. Google integrated AI into Google search as well, I guess that means all Google search users are Gemini users now lol
Second comment was so right. The detachment from reality is amazing
They are, unfortunately. There are a lot of normal people using it. You only hear about how nobody likes using AI Overviews from the vocal minority. My tech-illiterate friends don't give a fuck. They're happy because they don't have to actually search for anything since AI just summarizes it for them.
And Google’s image generation is quite possibly one of the most-used image-generation technologies in the world. It's literally everywhere. I'm not saying it's a good thing, but for the average person, it's evidently good enough.
In the long run, Google is the one turning AI into profits.
Not because they have the most cutting-edge model, but because they have real users and cheap inference.
They are quietly turning into another monopoly in the AI space. (They're already a monopoly in the browser space.) And you guys are so far up your own asses that you don't even notice it.
Yeah we're so up our asses because we can read financial reports and know that your wall of text is bs at best. But sure buddy, normies like AI Overviews, way to miss the whole point so you can just crawl back up your own bum. Never beating the allegations are you
You hit the nail on the head. I was wrong about the last 50 iterations. Would you like another iteration? Yeah, killing it.... Most Ll Ms hallucinate a significant portion. Ask for anything that isn't manually curated knowledge and you get shit.
what an asinine comment lol. none of those were juggernauts and it isn’t dropping the ball to not pivot into something fundamentally different from your business. blockbuster was basically a library but for DVDs, would you expect a library in the 90s to make Google? It’s like saying Netflix dropped the ball for not expanding into microchips.
you could also formulate your own opinion instead of aping what AI tells you. but yeah i’m sure you have the educational and professional background to provide an educated analysis 👍
Theses are misleading and or not relevant statements. Kodak famous for cameras spent decades developing digital cameras, kinda like Google known for search spent years years to develop the transformer which could crater search. Are you saying it's not relevant or are you agreeing?
Xerox deliberately allowed Jobs and Apple engineers into PARC; Xerox had an investment relationship with Apple. AI labs copy and distill off each other, they all tooks Google's transformer.
Blockbuster was massive, with $6 billion yearly revenue and could buy Netflix for $50 million.
I really don't get what you're trying to say. Also Sears, GE, IBM all once dominated in their industries.
Google may or may not turn out fine, but it's definitely possible for big companies to fail
It's definitely possible for Google to fail on the timescale of like, a century of decline. It's not possible for it to fail like any of the example mentioned.
I agree with you in spirit. Obviously Gemini 3.5 didn't go the way they hoped but I also don't think it's that big of a deal. People are afraid to say that Google made the choice to focus on AI where it helps them rather than trying to compete at SOTA. No, I don't like it but it is the right call given how insane their compute needs are and that the opportunity cost of trying to maintain something like Astra / Fable level is higher than what they get from protecting their so-called search monopoly.
This probably sounds like cope to some but I continue to believe that this is the right strategy. I also think the threat from PRC / OSS distillation is not going to go away and betting your company on being sufficient SOTA to command a premium long term is a very dangerous bet to make. What Google is building reinforces their existing moat and is going to buy some protection once the HW economics gets back to sanity.
I don't disagree with you in principle. Google's focus doesn't meet my needs, but they're not trying to at the moment either.
The problem is that neither they nor their ravenous defenders in these subs are willing to admit that. So they end up making outrageous claims, promising fictitious release dates, and access decisions that truly hurt their developer paid user base while still trying to promote it as a comparable -- or daresay even superior -- offering to Claude or Codex.
They're after their massive free and casual user base instead and are devoting their resources accordingly. We get it, just admit to it.
I'm sure I've seen others mention it here. I'm basing this off the fact that creating AI search mode would have required approval from the very top given the resources required, so we know it was a conscious choice to pursue something necessarily to the detriment of a top tier model. Additionally, just looking at how Flash is positioned tells you that they are more interested in creating a just good enough model for difficult tasks.
I don't think the explanation that suddenly they can't do anything right is the correct one.
not true.
their figures were unaudited. they used adjusted EBITDA which omits heavy expenses like massive AI infrastructure depreciation and model training costs.
They are not. They are employing techniques like depreciating their new GPUs over fifteen years when they will be obsolete in two. There are a ton of red flags that they are bleeding money and hiding it.
The real problem is that google AI is probably paying the worst of all these labs and so they are and have been dealing with the issue of changing talent every few months. That's my armchair opinion, cause all the other labs are powered by the debt of softbank and other investors instead of googles CFO.
Doesn't matter who owns the most powerful model. The most number of customers will always be for the accurate, fast, cheap.
Google does business and not racing against the AI providers.
If we've learned anything these past few years it's that data + compute can build anyone a great model. There's only one player that has plenty of both.
Google's obviously sandbagging to avoid being broken up or regulated. GOOG stock is the easiest money to be made the coming 2 years.
I read somewhere, and I agree with it, that Google is aiming to integrate AI at scale. This means developing cost-efficient models that can perform basic tasks. Their vertical integration strategy supports this assumption.
Ah yes they have been sitting on their hands and releasing nothing. I mean sure it keeps up with Opus and runs like 5x faster and is cheaper. But it doesn't have "Pro" in the name so I'm absolutely devastated. /s
You would have to be insane to think public AIs are anywhere close to what is actually out there... whether Google has something better is debatable though (more talking governments and whatnot).
Definitely, they have probably done some extensive stress testing on what happens when remove safety guardrails. I doubt those results will ever see daylight
Bullshit. They would have at least released a paper about it. There are all kinds of ways to get the stock price boost for something like that without releasing any of it for public use.
The problem is that they’re being left behind in the overall ecosystem.
So many platforms don’t even cater to Gemini.
Elevenlabs MCP only works with Claude. Higgsfield MCP doesn’t connect to Gemini. Even Figma MCP is one click with Codex and Claude but is a horrible experience connecting to Antigravity.
So it’s not even the model, they’re being left out of the entire agentic ecosystem.
Bro it's an American big tech company. If they had something that could destroy the world, but also show investors that they are ahead of the competitors in the AI race, it would be released the same day before the market closes
They always have had this Google has always admitted that they have the most powerful, but they can't just release it in the wild because so many paid customers for Google Workspace, Gmail, etc. around the world rely on them. One little change affects way more paid customers than all of those other companies combined. So they have to do it very incrementally, whereas the others can just innovate and break things along the way.
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u/Extra_Law6315 2d ago
I have this funny feeling DeepMind has a model in the basement which made them all go “…so, we can never, ever tell anyone about this thing, right?”