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Google I/O

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Re: Google I/O

#51

Post by LocalPCGuy »

storus wrote: post #14
brcmthrowaway wrote: post #11

Theres no way Google won't win the AI race $INTC and $GOOG are good buys right now!

Winning the AI race means obsoleting their current profitable business. They might win but at what cost?

If you don't think AI will include sponsors/ads/etc once someone comes out on top, well, I might have a bridge to sell you.

Seriously though, I'm not sure why Google evolving in this manner precludes them from having a profitable business model. Right now we're subsidizing the costs (probably just a bit) and having ongoing subscription revenue they can increase as needed (particularly in the "google won the race" scenario) will be key before they even have to consider layering advertising on top.

Re: Google I/O

#54

Post by londons_explore »

mrtesthah wrote: post #24
jansan wrote: post #6

I wondered why they updated the Gemini Chat modes today, removing "Thinking" and adding "Thinking level" to Flash. Looks like marketing has been working overtime.

Gemini 3.5 is imminent. https://www.voxelbench.ai/leaderboard

Getting a text based model to design voxel art really doesn't seem to be a good benchmark...

Better leaderboard: https://arena.ai/leaderboard/text

And the order of the top players is very different...

Re: Google I/O

#55

Post by p4coder »

LetsGetTechnicl wrote: post #37

"AI Mode" usage is up month over month. Almost like because they forced it upon everyone. Once again, is there any real AI demand?

At the moment, I end up using AI mode only because the ads are not as prominent as the normal search.

Re: Google I/O

#56

Post by dvt »

I was curious and just installed it, and... Antigravity is a literal clone of VSCode. Wtf? Honestly, it's so embarassing. I might write a blog post about this, but I remember falling in love with the art of product watching Google demo Google Wave. Janky sure, ahead-of-its-time maybe, but also visionary and mind-blowing. Here we are almost two decades later and Google is re-releasing something made by Microsoft. The epitome of laziness and uninspired hive-think.

Imo, there's so much room for an actual normie end-product that supercharges local work with AI for regular people (office workers, creatives, etc.), but a VSCode clone ain't it. (Insert: fine, I'll do it myself Thanos meme.)

Re: Google I/O

#59

Post by postexitus »

dvt wrote: post #56

I was curious and just installed it, and... Antigravity is a literal clone of VSCode. Wtf? Honestly, it's so embarassing. I might write a blog post about this, but I remember falling in love with the art of product watching Google demo Google Wave. Janky sure, ahead-of-its-time maybe, but also visionary and mind-blowing. Here we are almost two decades later and Google is re-releasing something made by Microsoft. The…

Erm - It is VSCode.

Re: Google I/O

#60

Post by londons_explore »

clearstack wrote: post #28
storus wrote: post #14

Earlier quoted context omitted.

Winning the AI race means obsoleting their current profitable business. They might win but at what cost?

advertising is ~76% of Alphabet revenue. Cloud is 12% and growing 30%+, but margins arent comparable yet — search basically prints money, cloud is still scaling to prove it.

And most of that ad revenue is google search.

But google search has subpar quality for many queries compared to ChatGPT and other AI providers. Even if they did fix the quality issue, nobody has yet got a good way to integrate paid ads within an LLM response.

I'd say those are 2 huge risks to their business.

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