101–110 of 588 posts
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…
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"?
Earlier quoted context omitted.
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…
Google is very much suffering from the classic Innovator's Dilemma [1]; a side effect of being too focused on stock price and not long term planning. A better management with long term thinking would utilize Google's enormous base of talented engineers far better. [1] https://www.hbs.edu/faculty/Pages/item.aspx?num=46
Larry Page was making the rounds when all of this AI hype started. He seemed to have a much more aggressive stance, even ruffling feathers about how many hours Google employees should be working to compete in AI. And there is obviously Demis Hassabis who is the most likely contender for a replacement.
I doubt it is an easy position to fill. But Pichai has presided over this lackluster Google. Even if he isn't strictly to blame, I am surprised he hasn't be replaced.
I am not sure whether the videos are representative of real life performance or it is a marketing stunt but sure looks impressive. Reminds of the robot arm in Iron Man 1.
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How it's doing it is the impressive part.
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…
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…
They have a thinking model way back ago, which is pretty good with clean CoT and good performance close to R1. But it never gets any marketing whatever.
Veo2 has really good performance too, yet it is so slow in its rollout now Chinese competitors are getting all attentions because it is just easier to access.
It feels to me that Google is reliving its experience with messengers where you they have multiple competing roadmaps from different parties. The execution is disoriented and slow.
They will have to catch up in 2025, the fact grok is this good in one year is a wake up call to everyone, especially Google.
If they failed to do so, Gemini is going nowhere, it already has no tractions outside of Google, nobody’s first instinct when it comes to AI is Gemini
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…
>Google is probably the most undervalued tech company there is currently, by far : [reasons] The only thing you left out of this analysis is their valuation. The market values Google at $2.05T (just over $2,000,000,000,000) which is 21 times their earnings (net profit). They are valued at $250 per person on Earth while selling, annually, $43.75 per person on Earth (sales) of which $12 per person is their profit. How…
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…
Has a cyborg/AI as protagonist and paints a really interesting world with AIs and synthetic biology in it. Also does a good job at just shutting up about things it can not talk about, like interplanetary travel.
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…
> For example spaceships swarming with low skill level crew members that swab the decks and replace air filters. This is largely a function of what science fiction you read. Military SF is basically about retelling Horatio Hornblower stories in space, and it has never been seriously grounded in science. This isn't a criticism, exactly. But if you look at, say, the award-winning science fiction of the 90s, for example…
> Its technology is how a society copes with physical reality: how people get and keep and cook food, how they clothe themselves, what their power sources are (animal? human? water? wind? electricity? other?) what they build with and what they build, their medicine — and so on and on. Perhaps very ethereal people aren’t interested in these mundane, bodily matters, but I’m fascinated by them, and I think most of my readers are too.
> Technology is the active human interface with the material world.