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Gemini Robotics

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Re: Gemini Robotics

#191

Post by xp84 »

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 all those are basically true, but I still don’t see them actually dominating any space besides their “gross monopolist” categories - ads and their dominant Chrome and Android that enhances those ads. In everything else (look at GCP) they’re performing worse than their products merit.

I think what keeps Google up at night is knowing that their ads business which pays all of the bills could be upended by regulation or by disruptive consumer AI of some kind and they’d then have approximately nothing in terms of revenue.

Re: Gemini Robotics

#192

Post by numpad0 »

karmasimida wrote: post #107
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…

Their AI strategy is just baffling. It lacks direction and vision. 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 it…

The Transformer LLM came from Google's NLP research and input method(phone keyboard) development. Prompt processing and next word prediction is exactly what CJK keyboard software always did for past 30+ years, only datacenter sized now.

Doesn't ring a bell that very few, if any, of "AGI achieved" people seem to have backgrounds with or exposures to either classical NLP, or Google, and/or cultures that make heavy use of IME? To me the situation looked like that Googlers "have seen that trick" previously, and are doing bare minimum to defend the company from losing presence in this AGI hype storm.

Re: Gemini Robotics

#193

Post by karmasimida »

mitthrowaway2 wrote: post #183
rs186 wrote: post #158

Earlier quoted context omitted.

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.

How did you confirm that it queried levels.fyi and redfin?

Because it links it down there

Re: Gemini Robotics

#194

Post by d0odk »

delichon wrote: post #13

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…

Dan Simmons' books often include AI plot elements and contemplate the consequences of humans becoming overly reliant on AI such that they lose basic competencies.

Re: Gemini Robotics

#195

Post by mitthrowaway2 »

dingnuts wrote: post #170
finnh wrote: post #147

Earlier quoted context omitted.

Of course, we already live in this reality - just substitute "Corporation" for "AI".

Oooh edgyyyyyy comment! Truly you are awake and the rest of us are asleep. Tell me, which corporation exactly is kidnapping and drugging people to enslave them and then discard their bodies at sea to feed the capitalist global machine? It seems like you have a big scoop if you are doing on the ground reporting, because that seems like it would be international news if it was real!

Actually, as bizarre as it sounds, drugging and kidnapping people to enslave them on fishing boats is a real problem, and has been reported on by the international news.

https://www.cbc.ca/radio/thecurrent/the-current-for-nov-12-2...

https://www.ap.org/news-highlights/seafood-from-slaves/2015/...

Re: Gemini Robotics

#196

Post by necubi »

finnh wrote: post #147
UncleOxidant wrote: post #80

Earlier quoted context omitted.

In The Mountain in the Sea by Ray Nayler there are fleets of fishing boats that are all controlled by AI to maximize the catch. Each boat also has it's own AI that can act somewhat independently, but they all communicate with the main corporate AI as well as with other boats in the vicinity. Initially the boats are all fully automated and have robots doing all the work, but in the ocean environment the robots tend to…

Of course, we already live in this reality - just substitute "Corporation" for "AI".

In reality, this practice long predates modern corporations (https://en.wikipedia.org/wiki/Shanghaiing)

Re: Gemini Robotics

#197

Post by cvhc »

moralestapia wrote: post #78
pb7 wrote: post #35

Earlier quoted context omitted.

>GOOG is around the same price as it was in 2022 Even after the massive total market correction in the last few weeks, the earliest that GOOG was the same price as today is not even a full year ago. In fact, it's up 90% since 2022.

What? Any stock market source would tell you GOOG was ~140 USD at the start of 2022. Today it is ~170 USD. A 20% increase over three years, about the same rate as inflation and S&P. This is extremely trivial to verify. Was this written by a GPT bot?

This really depends on which day of 2022 you start the calculation. But to be fair, you can claim the same for AAPL (+25%)/MSFT (+22%)/AMZN (+22%)/...

It's just the up and down of the entire market (and these big techs dominate S&P 500). I don't think that actually indicates anything.

Re: Gemini Robotics

#198

Post by erikpukinskis »

zoogeny wrote: post #126
hlfshell wrote: post #118

Earlier 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.

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…

I just saw an interview w/ Nadella where he said straight up: Open Source takes half of every market, and this will happen with AI.

That’s such a refreshing change from the “DIE OPEN SOURCE DIE” attitude that Gates/Ballmer had.

I also love GitHub, TypeScript, and VSCode. These have become the foundation of my development toolset. That was something Gates did well, and Ballmer gave lip service to (“developers! developers!”) but for me only recently has Microsoft actually been maintaining good quality developer tools again.

That’s where my goodwill comes from anyway.

Google makes a better Office Suite (Gmail, Docs, Maps), ironically. But it’s hard for me to get too excited about that. It’s been pretty stagnant for 10 years.

Re: Gemini Robotics

#199

Post by tim333 »

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…

>lacks is excitement and hype

They have due to circumstances a different business model to OpenAI, Claude, Grok etc.

Open-Claude-Grok: "our AI is so cool, AGI next year" but we are losing money so invest in us at a $crazy bn valuation

Google: We are swimming in money from ads so no need to hype anything. If anything saying we will dominate AI as well as search, email, video, ads, browsers, phones etc would just get us broken up. So advance quietly.

Re: Gemini Robotics

#200

Post by spankalee »

0x457 wrote: post #180
spankalee wrote: post #148

Earlier quoted context omitted.

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.

Apple would no longer get $20 billion from Google for default search engine placement. Microsoft... and DDG or Yandex? might pay some, but nothing like that with the biggest bidder off the table. Safari funding would _definitely_ take a huge hit.
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