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Gemini Robotics

deepmind.google

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Re: Gemini Robotics

#53

Google is probably the most undervalued tech company there is currently, by far : 1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.) 2.) Has cutting edge in house AI hardware acceleration (Like Nvidia) 3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure) 4.) Has industry leading self driving taxis (Like Tesla wants) 5.) Has all the other stuff that Google does. (Like…

ah, HN, where a $2,000,000,000,000 market cap company (#5 in the world) is undervalued

Re: Gemini Robotics

#54

Google is probably the most undervalued tech company there is currently, by far : 1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.) 2.) Has cutting edge in house AI hardware acceleration (Like Nvidia) 3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure) 4.) Has industry leading self driving taxis (Like Tesla wants) 5.) Has all the other stuff that Google does. (Like…

Sounds like Xerox, they had cutting edge everything in the 70s, did nothing with it. Or AT&T, with Bell Labs inventing Unix. Or Kodak inventing the portable digital camera in 1975.

Re: Gemini Robotics

#55

Google is probably the most undervalued tech company there is currently, by far : 1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.) 2.) Has cutting edge in house AI hardware acceleration (Like Nvidia) 3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure) 4.) Has industry leading self driving taxis (Like Tesla wants) 5.) Has all the other stuff that Google does. (Like…

Agreed. Google isn't aggressive enough to productize many of their ideas and their existing products feel like they're developed by N different companies with no unified experience.

Re: Gemini Robotics

#56

I read too much scifi, and almost none of it has updated on the current state of AI. For example spaceships swarming with low skill level crew members that swab the decks and replace air filters. Or depending on a single engineer to be the only one with the crucial knowledge to save the ship in an emergency. If scifi authors aren't keeping up it's hard to expect the rest of us to. But the macro and micro economic cha…

Project Hail Mary - Andy Weir

The sun is dying. A capable team is assembled and put into cryosleep in an automated ship for a journey to a neighboring star system to try to diagnose the problem. Only one member survives, and they have amnesia.

The novel does a great job of explaining the process of troubleshooting under pressure and with incomplete information.

Re: Gemini Robotics

#57

Google is probably the most undervalued tech company there is currently, by far : 1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.) 2.) Has cutting edge in house AI hardware acceleration (Like Nvidia) 3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure) 4.) Has industry leading self driving taxis (Like Tesla wants) 5.) Has all the other stuff that Google does. (Like…

Slightly off-topic, but why is it still referred to as "Google" and not "Alphabet"?

Re: Gemini Robotics

#58

Earlier quoted context omitted.

This is all true, but at the end of the day, the shareholders care about return on value, and they get that from selling ads. All this amazing tech doesn't generate any revenue.

People said the same thing about Bell Labs and they were profoundly wrong. There is nuance. Saying A about B and being wrong does not imply saying A about C means you're wrong. It is indeed possible to lose focus on revenue and die. But it is also possible to focus too much on revenue and die. It is unclear if Google will achieve anything from it's "pure research" investments, but certainly they have room to try, and…

> People said the same thing about Bell Labs and they were profoundly wrong.

They were profoundly wrong, but not about Bell Labs' ability to create value from their research. That, they were absolutely dead-on about. AT&T and Bell Labs were absolutely awful at reading the room about what their technology could do and how it could be monetized.

Some of that was just packaging things the right way, and some of it - like charging absolutely insane license fees for UNIX in the 80s and 90s during the beginnings of the personal computing revolution - was because of lazy execs who didn't want to really put in any effort. Either way, I'm not using a Bell Labs LabsBook Pro to write code for a UNIX OS, and I'm not using Bellgle to search for information. AT&T ultimately thought the best way to create value from Bell Labs was to sell that division.

We're in a long, hot AI summer, but we've had winters too. Who knows which hemisphere they're in at Google right now.

Re: Gemini Robotics

#60

Google is probably the most undervalued tech company there is currently, by far : 1.) Has cutting edge in house AI models (Like OpenAI, Anthropic, Grok, etc.) 2.) Has cutting edge in house AI hardware acceleration (Like Nvidia) 3.) Has (likely) cutting edge robotics (Like Boston Dynamics, Tesla, Figure) 4.) Has industry leading self driving taxis (Like Tesla wants) 5.) Has all the other stuff that Google does. (Like…

On one hand, I agree with you, on the other, as a former Googler I think that "just needs better coaching" is a huge barrier in Google's current corporate culture and environment. Google as a whole has a long history of not being able to successfully build great products out of great tech. That seems wrong from looking at search, Gmail, Maps*, Docs*, etc., but I think these are cases where a single great insight or i…

Yeah and even Gemini only seemed to come about because OpenAI forced their hand and gave them a product vision to follow. If OpenAI didn't exist I bet Google would still be fumbling over how to make a product out of transformers.
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