Microsoft on Google: "Today, only one company - Google - is vertically integrated in a manner that provides it with strength and independence at every AI layer from chips to a thriving mobile app store." $goog $msft
@suitdotcom
@TheNicklison
@MAstronomers
there have been much more technological advances between the moon landing and now than between wright brothers and moon landing. it's not even remotely close.
In early testing Wendy's new AI drive through system (built in partnership with GCP) saves 22 seconds per order with 99% success rate and 86% requiring no worker interaction. $goog
@p8stie
I fee like we're witnessing the rise of a modern philosophical prophet who will form a civilization around her teachings and whose followers will be known for their street smarts and healthy, remineralized teeth
@suitdotcom
@TheNicklison
@MAstronomers
The computing power in your pocket dwarfs the computing that took people to the moon. It allows instant communication to anyone across the globe. Unfathomable back then and the innovation required to get there was immense. much bigger advances in medicine, AI, energy as well
Google's new internal model is named Goose. Trained on 25 years of internal Google code and docs. Have to image that's probably the cleanest dataset of code you can get your hands on. Part of Google's AI efficiency drive. $goog
Gemini identifying this youtube video that has 32 views from a screencap is nuts. AI model integration with google products and all the data that come with them is going to blow minds. $goog
Google gemini ultra is out of this world:
It did understand that this image comes from my last youtube video! Waw. That's impressive. I published that video last night.
JUST IN:
Wendy’s $WEN is starting to automate its drive-through using an AI chatbot powered by natural-language software developed by Google $GOOGL - WSJ
Massive Bard update $goog
*Bard Extensions allows you connect and interact with your own data in Gmail, Docs and Drive!
*Real-time integration with Google Flights, Maps, Youtube and Hotels.
*New "double check" feature to verify information
Youtube (
#1
streaming service) growing share of total watch time on TVs by 15% YoY according to new Nielsen Feb numbers. Solid growth on Tubi as well. $goog
Contrast of these two clips from $msft and $goog events is illustrative of Google's infra supremacy. Not the most important element of the stack but an example of how investments from $goog over the past decade which perplexed some at the time are paying off huge now.
Narrative violation:
"As recently as 2022, almost 52% of US shopping journeys began on online marketplaces such as Amazon. Last year, only 40% of shopping trips started there while 30% of shoppers began their shopping on search engines like Google, up from 25%"
$GOOG $GOOGL $AMZN
This
@benthompson
line would ring more true if $goog hadn't invented transformers and a host of other ML breakthroughs to bolster search.
Also not search related, but inventing self-driving cars and solving protein folding are innovations that benefit consumers greatly.
YTD returns:
$TWTR +26%
$META -71%
$AMZN -43%
$GOOG -36%
Parag's 3D chess goading Elon into buying Twitter then taking it to court to save his shareholders while the rest of big tech was gutted is legendary. Less than a year on the job but will go down in CEO history.
Gemini Live reviews starting to trickle in as access rolls out
"Coolest AI feature I've seen yet... Legitimately the best AI experience I've had." $goog
If you haven't seen it, Hacking Google is a must watch. Very entertaining minidoc on Operation Aurora, China's 2009 hack of Google that led to them deciding to leave China and completely rebuilding their defense system. $goog
China likely has TPU-v6 specs. And assuredly equivalently important advances from NVIDIA, OpenAI, etc. I'd bet they don't even need physical spies for more than a couple US institutions that have lights out cyber defense. Much more needed to combat state-backed economic espionage
gemini 1.5 pro's pricing is wild?
it performs comparably to gpt-4.
it's 20 × cheaper than gpt-4 (if 1.5 pricing = 1.0).
for reference, mistral large seems to underperform gpt-4 at only 1.25 × cheaper.
cmon openai, blow us away
Very impressed with initial testing of Gemini Live hands free during morning jog. There's are some hiccups but main takeaway was that it's solid in current state with ridiculous potential. $goog
Way earlier than previous yrs. Normally an October event. Wouldn't be surprised if Gemini Ultra 1.5 gets released here with lots of Pixel integration. Project Astra would also be very nice. $goog
Think this story is less about shifting business model of search and more indication they're trying to make it very attractive to become a paying user for access to unique AI functionality across many Google products. $goog
One thing you won't find in either the Bloomberg $GOOG piece (which is just a clickbaity rehash of the scarier Information piece from a few days ago) or the Information piece itself is consumer harm.
This is pretty cool. Google built an LLM fine-tuned on their internal ads data (!) to allow users to easily create good ads. Can also chat with the UI to tweak and add features.
#gml2023
$goog
Extremely bullish on $meta ray ban form factor after a month of use
Main pros:
1. Listen to whatever w/o looking like an antisocial airpod dingus. Like transparency mode on steroids.
2. Basically a dashcam for your face (captured some video I'd have no time to get on phone cam)
@tszzl
FB wouldn't agree to certain ethical provisions and wanted them to move to CA if I remember correctly. The book this is from, Genius Makers, is an incredible read on history of neural networks and early 2010s race of big tech investment into them
@nearcyan
I've had some good results today with more practical use cases. This prompt was "Draft an introduction for a grant draft to test LLMs as patient education apps" next to Bing results of the same
Great breakdown of Gemini 1.5's long context abilities from an early access tester. He uploads the entire new Tony Robbins book (lol) to show it's not relying on training data and it nails chapter by chapter summaries and complex questions. $goog
Google's compute is likely a big factor for them landing potential Apple partnership. Not sure anyone but $goog could cost effectively scale genAI on every iPhone.
Seems more like trying a Bing rebrand but they're putting it under the OpenAI banner because Bing reputation too much to overcome with general public. $goog $msft
Pretty sure the new Samples feature on Youtube Music is going to be a big hit.
They've made a music discovery tool which is basically a TikTok for the monster catalogue of music videos and live performances already on Youtube. $goog