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Gemini Robotics

deepmind.google

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Re: Gemini Robotics

#171

Post by LeoPanthera »

BoredPositron wrote: post #43
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…

They faked a lot of the showcases in the last years and their public offerings are just weird. Ever heard of https://labs.google/fx/tools/image-fx/ or https://labs.google/fx/tools/video-fx ? Because these sites are the consumer facing video and image model UIs and literally no normal person knows.

That's because normal people are supposed to use the Gemini chat interface, which has access to the same image generation model as ImageFX, and I'd imagine video is coming.

Re: Gemini Robotics

#172

Post by whatever1 »

hlfshell wrote: post #86
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…

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

Or we need to break it up. The ai search team should not be afraid of killing the traditional search engine.

Many of the decisions companies make are to ensure the cow they are currently milking very efficiently does not die. This is bad for the rest of us, specially if they place barriers to innovation.

Re: Gemini Robotics

#173

Post by agumonkey »

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 used to think that the multidirectional aspect of GPT would be a killer feature. But really it's too flaky which remove the initial alleged value. And then results are too artificial or wildly too "imaginary", even asking to compile a list of books on a medical topic you'd get half false titles. Sadly.

Re: Gemini Robotics

#174

Post by malthaus »

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…

just having the right ingredients doesn't make you a great cook

Re: Gemini Robotics

#175

Post by gowld »

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.

Investors should demand that Google spin off AI, so they can invest in the high-growth part separately form the stable part.

Re: Gemini Robotics

#176

Post by sgerenser »

So has the labels like "Autonomous 1x" actually been a thing that Google has used before, or is it actually meant to be an "inside joke" jab at Tesla's previous videos that had small labels indicating the video was sped up and/or being human controlled?

Re: Gemini Robotics

#177

Post by acyou »

One of my previous coworkers put it best: the cool looking proof of concept or prototype is 10% of the effort, and getting something that works in the real world and that people actually want is the other 100%.

If we see a real world application that a business actually uses, or that people want to use, that's great. But why announce the prototype with the lab demos? It's premature. Better to wait until you have a good real life working use case to brag about.

Re: Gemini Robotics

#178

Post by littlestymaar »

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 has massive technological assets, but as an organization it has shown repeatedly that it is completely unable to leverage pretty much any of it as a viable business.

On the tech side they are excellent, but on the management/business/corporate culture side they have repeatedly proven that they are much less competent than pretty much everyone else.

Fortunately for them, they have a very prolific cow to milk with their ads business, and that's where they get their valuation from, but there tech is legitimately undervalued because they have repeatedly shown that they don't know how to convert that into business.

Re: Gemini Robotics

#179

Post by Beijinger »

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 think they hired the wrong people for too long. At least this is my impression. (no, I did not apply).

Based on P/E the US stock market is overvalued. So I would be careful with "undervaluation". Most undervalued tech stocks are probably in China.

Google also lost a lot to LLM. I use perplexity now 50% of the time, where I would have used Google. I also read a lot of "degoogeling" and "going off Amazon". My impressions of both companies are not the best. I have a gmail account I never got access back, even with the right password. And Amazon defrauded me of 40 USD. Claimed in a chat that they would reimburse express shipment after they f. up but then did not and called it a "misunderstanding".

I have somewhere list of the most valuable companies. And it changed every decade. So, past performance is not a guarantee for future performance :-)

Re: Gemini Robotics

#180

Post by 0x457 »

spankalee wrote: post #148
echelon wrote: post #123

Earlier quoted context omitted.

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…

Maybe, but IMO the DOJ's current proposal would be harmful for users and the web. Chrome is not worth as much to anyone else what it is to Google. And with Google barred from paying for default search engine placement, all browser investment everywhere will be severely cut back. Mozilla will probably finally fall, Safari will stagnate, and Chrome will rot.

I don't think anything will impact Safari. Mozilla will be closing doors tho.
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