Google Flexes Its AI Muscles
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What is the main topic discussed in this episode?
Google back in the AI lead. Motley Fool Hidden Gems investing starts now. Welcome to Motley Fool Hidden Gems investing. I'm Travis Horn. I'm joined today by Rachel Warren and Lou Whiteman. And guys, the big news yesterday in the market and the technology was Google had their I.O. event. Lou, I'm sure you watched the whole thing, didn't you? I.O. ? This was a very interesting presentation. They announced a whole bunch of different things, throwing spaghetti at the wall. That said, it seems like they are pushing forward with their really good models, depending on who you are, and then also changing their products a little bit. We... thought, or a lot of people thought, a few years ago, hey, 10 blue links are going to be dead.
What were the key announcements from Google I/O?
Google's in real trouble. Now we're seeing some updates to Google itself, the Google website that's going to incorporate some of these AI tools. Their Flash 3.5 model is getting really good reviews. As long as you aren't a coder, we'll maybe talk about that in a moment, but When you looked at this, it seems like they're kind of playing a card that nobody else can play with their vertically integrated stack, with their consumer focus. Sure, they're not going to win where Anthropic is, but their prize may be even bigger in the end. Is that the right way to think about it? Kind of.
From the top, we need to do a disclaimer here, okay? These events are designed to impress. And maybe with the notable exception, if you're an investor, you should mostly ignore these. That day when Steve Jobs stood up on stage and said, we invented the iPhone. Yes. that day you probably as an investor should have listened. But for the most part, investing off of these events and taking this as gospel is a bad idea. It doesn't make it mean it's not worth talking about. It does show where they're going, but we shouldn't take any of these product demos or announcement too seriously. If announcements were products We'd all be at parties with Bella Ramsey right now, knowing who we're at the party with because of Siri, right?
I mean, that commercial, I don't think that has aged well in all relative reality. They're not the only one. But if anything, you know, I don't know. So my takeaway here is I think what you said is right. Of all the AI companies we talked about, Alphabet is the one with the most ways to win. And truth be told, we don't know what AI will look like in five years. We don't know whose next model is the best model. We don't know how much consumers or enterprises they're going to be using AI. We don't know to what extent or how. So the one with the most, I guess, irons in the fire and the most ways to win is probably the one that should be the most attractive to us. And I think Google, if nothing else, at this event made the case that they have a lot of irons in the fire and a lot of ways to win.
Rachel, one of the things that stuck out to me is that they seem to be looking at artificial intelligence kind of differently than a lot of these other companies. You've seen Anthropic has always been focused on coding. That was always their secret sauce. OpenAI has kind of been forced to move in that direction because that's where the money is. So they're following Anthropic towards that pile of money. And they're, by the way, losing market share in ChatGPT to Gemini, who now has over a billion monthly users or 900 million monthly active users, over a billion using the AI mode in search. But it seems like one of the takeaways is that their world models, Omni is what they talked about. I don't think we can try that one yet.
Is AI becoming mainstream for everyday users?
But they're trying to build this... world where you can put anything in and then get anything out, which is very different than the other successful companies today. Is that the right strategy? And we're not technology people, but it seems like the kind of thing that I could see myself or my wife or even my kids using more than I could anthropic to write code.
I do think that that's the point, right? I mean, so much of what we have seen from that core business, right, the search business, it's consumer facing.
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Chapters
5 chapters
1
What is the main topic discussed in this episode?
0:02–0:46
2
What were the key announcements from Google I/O?
0:46–3:23
3
Is AI becoming mainstream for everyday users?
3:23–4:48
4
What are the implications of Google's AI advancements for investors?
4:48–11:08
5
How does Google's AI strategy differ from competitors?
11:08–23:52