All I say at the beginning of this video is “of course”.
In recent months, the idea that Google has somehow ceded leadership in AI to Microsoft and its startup partner OpenAI has spread throughout the financial media. I said yes because this was stupid to begin with.
At yesterday’s I/O conference, Google (sorry, alphabet) becomes the leader (of The leader in consumer AI?) is already rolling out all the features it’s developing behind the scenes.
I started working on an in-depth news breakdown video on Friday, and as part of that process I watched all four-plus hours of today’s Google I/O event.
Here’s a 15 minute super edit of the parts I found most interesting. (I cut a lot of things related to the phone) pic.twitter.com/wysJnS9Gph
— Matt Wolfe (@mreflow) May 11, 2023
The extensive release of PaLM2’s large-scale language model and its work on generative images in collaboration with Adobe are high on the list of resources to consider in the coming weeks. However, they announced so much that it’s worth referencing above.
For full disclosure, I am a long-term shareholder of Alphabet and this is merely my opinion and does not constitute an endorsement or solicitation of any transaction by anyone.