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…
This is interesting because I think the opposite. What is amazing about Google seems to be their incredible ability to squander their lead in absolutely every area. Maps used to be the absolute best and now I frequently get baffling driving directions in a US major metro area. No improvements within the last 10 years. New pixel phones are worse than latest Samsung. Some huge lead in AI absolutely totaled, their inves…
Gemini Robotics
181–190 of 588 posts
Re: Gemini Robotics
#182Earlier quoted context omitted.
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.
But why does that matter to Google? They'll never need to issue more stock to raise cash; last year they had $200 billion in gross profit, money they literally didn't find a reason to spend. Imagine being so replete with cash that after paying all your costs, all your salaries, all your R&D - you still can't find a way to spend 200 billion, so you threw a chunk of it away as tax and put the rest in the bank. The pric…
Re: Gemini Robotics
#183Earlier quoted context omitted.
If you connect ChatGPT to a traditional search engine, it will suffer much less such issues. It essentially digests 100 webpages for you, then render it in a single answer. For sure, hallucinations will always be there, but I don't think it will hinder its take over, the usage trumps its shortcomings
This. Yesterday I tried asking ChatGPT "Can an Amazon L6 software engineer afford a house in [location]", without explicitly using the search mode. It went to levels.fyi to look up salary and redfin to look up housing price (exactly how I would have done it myself), and gave me a reasonable answer that agrees with my own analysis, and is definitely much faster than clicking things around myself.
Re: Gemini Robotics
#184Google 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 impress…
Re: Gemini Robotics
#185Google 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…
Re: Gemini Robotics
#186Re: Gemini Robotics
#187Earlier quoted context omitted.
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
#188I 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…
Iain M Banks - Culture novels. Strong warning: Start with either book 2 (Player of Games) or book...7, Look to Windward. I strongly suggest you skip book 1 until you're comfortable with the rest of the books that focus on the Culture itself, and not some weird offshoot story that barely involves the Culture.
Though I wouldn't recommend starting with any of the stories in the series. Or reading any at all. Find a summary or a Cliff's Notes instead. Iain M Banks has a talent for making great stories tedious.
Re: Gemini Robotics
#189I 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…
Also I love the Zones of Thought series and The Culture.
Re: Gemini Robotics
#190Earlier 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.