AGI Timelines Shift Forward
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The AI Daily Brief: Artificial Intelligence News and Analysis
21 min
4 speakers
2 chapters
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What are the implications of accelerated AGI timelines discussed at Davos?
Today on the AI Daily Brief, AGI timelines are moving forward with implications for global AI policy. Before that in the headlines, Google's AI lead says that there are no plans for ads in Gemini. The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. All right, friends, quick announcements before we dive in. First of all, thank you to today's sponsors, KPMG, Section, Zencoder, and Superintelligent. To get an ad-free version of the show, go to patreon.com slash AI Daily Brief, or you can subscribe on Apple Podcasts. And if you are interested in sponsoring the show, send us a note at sponsors at ai-dailybrief.ai.
What are Google's current plans regarding ads in Gemini?
You can also visit ai-dailybrief.ai to find out anything else you might need about the show. You can get access to our new super intelligent Compass Beta, learn more about our forthcoming AIDB Intel product, or even join our free AI Builder community. With all that out of the way, though, let's look over to all of the conversations coming out of Davos. Welcome back to the AI Daily Brief Headlines Edition, all the daily AI news you need in around five minutes. Today's main episode is all about comments from Davos, and actually that's where our headlines begin as well. One of the big conversations for the past week or so has been OpenAI's plans to introduce ads into ChatGPT. Now, I did an extensive show about this earlier in the week, but one of the major points of conversation, especially on places like Twitter slash X, was how ads impacted the competitive dynamics.
And specifically, would it be an advantage for Google, either A, in that perhaps because of their deep capitalization and balance sheet, they wouldn't have to do ads in Gemini, or B, because they have more experience with ads. Well, speaking with Alex Heath of Sources, DeepMind CEO Demis Hassabis says at the moment, Google doesn't have any plans to bring advertising to Gemini. Commenting on ChatGPT ads, he said, it's interesting they've gone for that so early. Maybe they feel they need to make more revenue. Now, the comments do buck a string of recent reporting around Google's plans. In December, for example, Adweek reported that Google had told advertising clients that ad placements in Gemini were targeted for a 2026 rollout.
That reporting was sourced from at least two advertising clients who requested anonymity to discuss the meetings. They said that Google had not shared prototypes or specifications for how ads would appear in Gemini, suggesting the discussions were still in a very early stage. And yet, the reporting was clear that this was about ads directly in the chatbot, rather than appearing through the use of AI mode in search. Speaking with Business Insider last week, Dan Taylor, who is Google's VP of Global Ads, said there were no plans for ads in the Gemini app and elaborated on the distinction between Google's businesses. Search and Gemini, he said, are complementary tools with different roles. While they both use AI, search is where you go for information on the web, and Gemini is your AI assistant.
Search is helping you discover new information, which can include commercial interests like new products or services. We see Gemini is helping you create, analyze, and complete that. However, he did note that AI mode and search in Gemini are slowly converging with the introduction of AI shopping features. Google is already offering ads in AI search, including a new feature called direct offers that presents a personalized discount in AI mode. I think it's an interesting choice to fully deny that they've got these plans. While on the one hand, I do believe that Google may see an opportunity to win some margin off of ChatGPT by holding out longer on ads, I don't think there's any chance in the world that Gemini's free version stays forever ad-free either.
But who knows, just holding out for a year, depending on consumer response to these ads, could be enough to make a difference. Next up, Meta is rumored to be scaling back their in-house chip program.
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