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Gemini Robotics

deepmind.google

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Re: Gemini Robotics

#121

Post by beefnugs »

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…

Imagine working there : you could create the best thing you always dreamed of... but you know they will cover it in ads and violate every ones privacy, and sell it to isreal to kill, then use your hard work to create an AI to replace you and fire you.

why work hard to be a part of that?

Re: Gemini Robotics

#122

Post by falcor84 »

nitwit005 wrote: post #116
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.

Following up on the Factorio metaphor from the other thread, the bigger your factory is, the more difficult it is to change it to get to the next organization level needed for long-term success.

Re: Gemini Robotics

#123

Post by echelon »

spankalee wrote: post #50
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…

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 needs to be broken up. The DOJ / FTC want to do it.

There's far too much value and scale in the company and they can't even focus their energies appropriately.

YouTube is the most valuable media property in the world. As a standalone company, it would still outperform Netflix on the basis of ads alone.

The monopolistic stuff Google is pulling off with Chrome/Android/Search is unfathomably market distorting, so those business units alone could/should be pulled apart. The tech sector would probably be better off if YouTube, Waymo, and GCP/AI efforts were similarly split up.

Re: Gemini Robotics

#124

Post by zitterbewegung »

causal wrote: post #60
spankalee wrote: post #50

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…

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.

Even OpenAI wasn’t going to release ChatGPT because the product internally was that it wasn’t that good but with some obvious internal pressure we are where we are at now.

Re: Gemini Robotics

#125

Post by xmprt »

logicallee wrote: post #97
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 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…

If the goose is likely to live for significantly longer than 20 years and has potential to lay $15 or $20 in the future then yes I'd probably buy that goose for $250. Of course there's risk with it (eg. Google might significantly lose business to competitors) but that's why you diversify. A PE of 20 for a mature company like Google isn't crazy. Even Coca Cola has a high PE at 28.

Re: Gemini Robotics

#126

Post by zoogeny »

hlfshell wrote: post #118
zoogeny wrote: post #104

Earlier quoted context omitted.

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.

Yes, that is fair and probably the accurate assessment. A bit like Tim Cook. He may not be innovative but Apple sure has been profitable.

I guess it is easy to view it from my own perspective, one tinged with a hope for invention and innovation. But the market probably loves the financial stability Pichai has brought to the table and doesn't care about the flaws I see.

And I 'm not sure why I have rose tinted glasses for Nadella. I believe MS has been doing well financially (not something I've studied) while also supporting things I believe are valuable (e.g. VS Code, GitHub, TypeScript). Maybe I just wish I felt the same kind of balance in Google.

Re: Gemini Robotics

#127

Post by dhosek »

karmasimida wrote: post #115
causal wrote: post #62

Earlier quoted context omitted.

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

I’ve seen too much inaccurate info from AI to have any trust in it. From declaring the Eiffel Tower the world’s largest Ferris wheel to claiming that hippos can be trained to perform complex medical procedures, it all seems a hot mess.

You might say, yeah, but I can spot those mistakes, but can you really? I showed my fifth-grade son the result of asking if hippos were intelligent and the absurdity of the answer didn’t leap out at him. Now, consider something that’s more subtly wrong like an invented precedent in an AI-generated legal brief or a non-existent citation or citation that doesn’t support the claim and it’s all a disaster.

Re: Gemini Robotics

#128

Post by SeanAnderson »

tediousgraffit1 wrote: post #101
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…

I'm ignorant, what do they have in 3) cutting edge robotics?

I think OP is suggesting that because Alphabet purchased Boston Dynamics in 2013, and then sold in 2017, that they were able to take their learnings from the acquisition and integrate it in-house, but haven't shown the world the extent of their capabilities. Potentially supported by the Gemini Robotics announcement highlighting extremely dexterous robots.

Re: Gemini Robotics

#129

Post by jhalstead »

jeffbee wrote: post #82
spankalee wrote: post #50

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…

Only disagree with the last part of your footnote. YouTube was acquired with an underpants gnomes' business model: spend $$$$ on network traffic; ????; profit! The "key advantage" that enabled YouTube was dirt-cheap global networking. And I think that is the thread that ties together all of Google's products. They are the protobuf moving company, first and foremost. Even on AI one of their key advantages is the abili…

What are you referring to with this part?

> they have blogged about their cutting-edge protobuf tsunami capabilities.

Not sure if you recall the blog post url or title, but I'm curious to read more.

Re: Gemini Robotics

#130

Post by ra7 »

jeffbee wrote: post #82
spankalee wrote: post #50

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…

Only disagree with the last part of your footnote. YouTube was acquired with an underpants gnomes' business model: spend $$$$ on network traffic; ????; profit! The "key advantage" that enabled YouTube was dirt-cheap global networking. And I think that is the thread that ties together all of Google's products. They are the protobuf moving company, first and foremost. Even on AI one of their key advantages is the abili…

> literally they have blogged about their cutting-edge protobuf tsunami capabilities

Do you have a link to this?

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