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Gemini Robotics

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Re: Gemini Robotics

#111

Post by SequoiaHope »

Workaccount2 wrote: post #37

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…

And yet I worked on a Google X robotics project which was later canceled and doesn’t even appear in this announcement despite those machines notionally going to Google brain for research purposes. They have a very hard time capturing value with any innovations that aren’t ads.

Re: Gemini Robotics

#113

Post by Etheryte »

hard_times wrote: post #59
suyash wrote: post #51

Robotics needs to become affordable for indie developers be able to hack them almost like Raspberry Pi projects.

Problem is that any sort of non-trivial robotics is easily weaponisable

I don't think this argument really matters. Consumer drones are being used in active warfare today, as we speak, with minimal modifications. The cat is out of the bag no matter which way you look at it. You could just as well say that many chemicals at the construction store are easily weaponizable, they make for an explosive and there's plenty of guides online on how to do so.

Re: Gemini Robotics

#114

Post by Frederation »

Gemini was a solution looking for a problem. And whilst doing so, to keep up with the Joneses, they kept stepping in it along the way. To me, it seems Gemini is another service thats going to fall by the wayside.

Had they focused more on driving innovation and not profit/being relevant, they could have had another win instead of another Google+ Instead, we got African-German Nazi's.

Re: Gemini Robotics

#115

Post by karmasimida »

causal wrote: post #62
soperj wrote: post #54

Earlier quoted context omitted.

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.

Was thinking the same thing. In some ways OpenAI is the Apple to Google's Xerox.

Google is the new MSFT.

It won’t go anywhere, Windows is still a thing.

But ChaGPT is a fundamental threat to its search business. It replaces Google for me 50% of the time.

It is the natural language search engine people tried to build

Re: Gemini Robotics

#116

Post by nitwit005 »

Workaccount2 wrote: post #37

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 had a revenue of $348 billion in 2024. For a new product to generate 1% more revenue, it needs to generate $3.48 billion annually.

Even extraordinary products are rarely going to do that. Their AI products could be a huge success, and still not significantly change how valuable the company is.

Re: Gemini Robotics

#117

Post by sillysaurusx »

aithrowawaycomm wrote: post #38
sillysaurusx wrote: post #23

Earlier quoted context omitted.

That’s a very high standard. I’d fail repeatedly.

It is not a high standard, I am sure you could train a chimp to pass this test[1]. If you know how to use a standard coffee maker and live in a typical American home, and the test is done in an typical American home with a standard coffee maker, you can definitely pass this test 100% of the time. I understand that many people don't live in America and don't know how to use a coffee maker. That is 100% irrelevant. The…

"locate the filters, locate the coffee mugs, locate a measuring spoon" in a random house in America is a very high standard. We’ll have to agree to disagree on that. If you teleport me into a random house, I’ll likely spend at least an hour trying and failing at that task, and most of their cabinets and drawers will be open by the end of it.

It also excludes corner cases like "what if they don’t have any filters"? Should the robot go tearing through the house till they find one, or do nothing? But what if there were some in the pantry — does that fail the test? There’s all kinds of implicit assumptions here that make it quite hard.

Re: Gemini Robotics

#118

Post by hlfshell »

zoogeny wrote: post #104
hlfshell wrote: post #86

Earlier quoted context omitted.

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

On the topic of better management, I can't believe they haven't replaced Sundar Pichai. Satya Nadella by comparison really seemed to have turned MS around. 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 mo…

Google (Alphabet's) stock price has generally gone up 200% in the past 5 years. That is the only reason he is there, and that is the only way he is judged.

Re: Gemini Robotics

#119

Post by falcor84 »

jeffbee wrote: post #96
causal wrote: post #90

Earlier quoted context omitted.

That's fair. I would argue that OpenAI capitalized on transformer tech in a way that Google was late to do, but we shall see if Google will adapt faster than Xerox could

So far OpenAI has done nothing other than spend billions of Microsoft's dollars.

As anecdata, I would offer that the conversations I've had with ChatGPT over these couple of years have been incredible for me. Even just for relieving loneliness, it's been worth the monthly subscription a few times over.

Maybe the company and their business model are doomed to fail, but I'm grateful for what they enabled so far.

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