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BREAKING - EARLY EXCLUSIVE: XPENG Partners with Google Maps to Fuel Global Expansion The global autonomous driving landscape is becoming even more competitive! XPENG has announced a milestone global partnership with Google Maps, bringing a complete refresh of its in-car navigation and advanced driver assistance systems (ADAS). This major...

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M. Brandon Lee | THIS IS TECH TODAY

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65,878 次观看 • 1 个月前 •via X (Twitter)

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NEWS: Google is rolling out AI-powered EV trip planning and battery predictions in Google Maps to over 350 car models with Android Auto. The update recommends when and where to charge based on your vehicle and battery level, showing estimated battery at arrival and adjusting ETAs with charging time, something that Tesla already does, but this Google Maps update will reduce the need for multiple apps in non-Tesla EVs. Google: "To deliver accurate battery predictions for hundreds of vehicles, we combine AI with advanced energy models that analyze car details — like weight and battery size — alongside Maps’ real-time information about traffic, road elevation and weather. This will allow us to bring intelligent trip-planning features to most U.S. EVs soon."
0:21

NEWS: Google is rolling out AI-powered EV trip planning and battery predictions in Google Maps to over 350 car models with Android Auto. The update recommends when and where to charge based on your vehicle and battery level, showing estimated battery at arrival and adjusting ETAs with charging time, something that Tesla already does, but this Google Maps update will reduce the need for multiple apps in non-Tesla EVs. Google: "To deliver accurate battery predictions for hundreds of vehicles, we combine AI with advanced energy models that analyze car details — like weight and battery size — alongside Maps’ real-time information about traffic, road elevation and weather. This will allow us to bring intelligent trip-planning features to most U.S. EVs soon."

Sawyer Merritt

153,054 次观看 • 5 个月前

Ahead of the big brand day, I'm pleased to share that following its successful rollout in China this March, XPENG's Next Generation Pilot (NGP) intelligent driving system powered by VLA 2.0 technology will launch in Europe in early 2027. We've been testing on European roads for quite some time and results are pretty positive as in the video. I will also be testing it on the Munich road later today. Your turn Xianming Liu ! And we're not stopping there. We look forward to working with European partners to bring XPENG Robotaxi fleet powered by the same foundation model to local markets. Together, we'll accelerate the future of autonomous mobility.
1:25

Ahead of the big brand day, I'm pleased to share that following its successful rollout in China this March, XPENG's Next Generation Pilot (NGP) intelligent driving system powered by VLA 2.0 technology will launch in Europe in early 2027. We've been testing on European roads for quite some time and results are pretty positive as in the video. I will also be testing it on the Munich road later today. Your turn Xianming Liu ! And we're not stopping there. We look forward to working with European partners to bring XPENG Robotaxi fleet powered by the same foundation model to local markets. Together, we'll accelerate the future of autonomous mobility.

Xiaopeng He

2,250,598 次观看 • 1 个月前

🇨🇳 Amap (in Chinese 高德地圖 Gaode Map) is my favorite navigation app in China Google Maps essentially really doesn't work in China, the location of our hotel Aman in Beijing for example was completely wrong, when we told the staff they said "yes Google Maps isn't used in China", it is so useless in China that even the city grid and roads are positioned wrongly on top of the satellite map, so it doesn't seem to be maintained at all by Google But Amap is great! Especially since it can be used in English and I think it transliterates your searches to Chinese and the Chinese place names back to English It also has more features like cute 3d maps and showing the live status of the stoplight like many other apps in China do too
2:02

🇨🇳 Amap (in Chinese 高德地圖 Gaode Map) is my favorite navigation app in China Google Maps essentially really doesn't work in China, the location of our hotel Aman in Beijing for example was completely wrong, when we told the staff they said "yes Google Maps isn't used in China", it is so useless in China that even the city grid and roads are positioned wrongly on top of the satellite map, so it doesn't seem to be maintained at all by Google But Amap is great! Especially since it can be used in English and I think it transliterates your searches to Chinese and the Chinese place names back to English It also has more features like cute 3d maps and showing the live status of the stoplight like many other apps in China do too

@levelsio

1,485,075 次观看 • 8 个月前

We’re bringing new capabilities powered by Gemini models to Google Maps. With Ask Maps, get answers to complex questions about any place you want. For example it can help with complex requests like "Find me the best 3-hour family hikes in the Grand Tetons and a spot for a packed lunch”. Will try this next time I'm there:) Rolling out now in the US and India.
0:33

We’re bringing new capabilities powered by Gemini models to Google Maps. With Ask Maps, get answers to complex questions about any place you want. For example it can help with complex requests like "Find me the best 3-hour family hikes in the Grand Tetons and a spot for a packed lunch”. Will try this next time I'm there:) Rolling out now in the US and India.

Sundar Pichai

723,176 次观看 • 5 个月前

Apple Maps 3d is insanely impressive now (see video below) Google on the other hand decided to build an insanely clunky solution to display 3d maps to avoid using mobile GPUs: A Google server streams (!) a live video of its 3d rendered map to you, the result is a disastrous: a super laggy and clunky 3d view full of video compression artefacts with a response time of 2-3 seconds for every movement And I know WHY they built that, someone felt it was not inclusive to only have 3d maps that are high performing on iOS because Apple's GPUs are insanely fast and can deal with it (as you can see below in Apple Maps) but they wanted to support inferior phones, I get it But then they also decided to worsen the experience for iOS users who could easily run 3d natively on its GPU It's just an insane product decision, there's no way to cut it: they could have super smooth 3d like Apple Maps but neutered it with a clunky live stream Even more insane because Google does have native 3d on iOS in a completely different app that nobody uses: Google Earth Is 3d important? Not rly for nav no but it shows again something about Google's engineering decisions, like the redesign of the Google OAuth Login screen that made zero sense Nobody is speaking up against bad ideas in Google meetings, everyone's too scared of HR maybe, it's the opposite of a meritocracy and it's just super visible from using Google products right now
0:52

Apple Maps 3d is insanely impressive now (see video below) Google on the other hand decided to build an insanely clunky solution to display 3d maps to avoid using mobile GPUs: A Google server streams (!) a live video of its 3d rendered map to you, the result is a disastrous: a super laggy and clunky 3d view full of video compression artefacts with a response time of 2-3 seconds for every movement And I know WHY they built that, someone felt it was not inclusive to only have 3d maps that are high performing on iOS because Apple's GPUs are insanely fast and can deal with it (as you can see below in Apple Maps) but they wanted to support inferior phones, I get it But then they also decided to worsen the experience for iOS users who could easily run 3d natively on its GPU It's just an insane product decision, there's no way to cut it: they could have super smooth 3d like Apple Maps but neutered it with a clunky live stream Even more insane because Google does have native 3d on iOS in a completely different app that nobody uses: Google Earth Is 3d important? Not rly for nav no but it shows again something about Google's engineering decisions, like the redesign of the Google OAuth Login screen that made zero sense Nobody is speaking up against bad ideas in Google meetings, everyone's too scared of HR maybe, it's the opposite of a meritocracy and it's just super visible from using Google products right now

@levelsio

1,488,981 次观看 • 2 年前

We built maps for people. Now, we’re building a new kind of map for robotics and AI. 🤖📍 Niantic Spatial CEO John Hanke shares why this foundation will be as essential to the future of AI as digital maps were for the web. 80% of the global economy operates in the physical world. For AI to truly scale, it must move beyond chatbots and synthetic worlds. It needs to navigate, understand, and safely interact with our reality. Read more: #PhysicalAI #SpatialIntelligence #NianticSpatial
1:38

We built maps for people. Now, we’re building a new kind of map for robotics and AI. 🤖📍 Niantic Spatial CEO John Hanke shares why this foundation will be as essential to the future of AI as digital maps were for the web. 80% of the global economy operates in the physical world. For AI to truly scale, it must move beyond chatbots and synthetic worlds. It needs to navigate, understand, and safely interact with our reality. Read more: #PhysicalAI #SpatialIntelligence #NianticSpatial

Niantic Spatial 🌎

83,003 次观看 • 6 个月前

WOAH 🚨 California Rep Carl DeMaio says California Democrats are creating legislation to control Apple Maps and Google Maps to dictate the commute you take The bill is ‘AB 2015’ and “The politicians want to pass a bill, I can't even believe that they're trying to do this to regulate and manipulate Apple Maps, Google Maps, or whatever software you use to plot out your commute. What business is it of government what route you take? Well, a lot of them are saying that they need to protect the environment. What it means is that your commute's going to take longer. Literally, they're going to probably tell your map software, well, make sure we 'Fight climate change, so let's add 30 minutes to the commute.' This is absurd” What this bill really does is it lets cities and governments tell these navigation companies there are designated “slow streets” The fan demand these areas are “walking or biking zones” and they can’t route cars through The risk is with this power in the future they can designate areas as high pollution zones and stop people from being navigated anywhere they want This is something that must not pass
1:40

WOAH 🚨 California Rep Carl DeMaio says California Democrats are creating legislation to control Apple Maps and Google Maps to dictate the commute you take The bill is ‘AB 2015’ and “The politicians want to pass a bill, I can't even believe that they're trying to do this to regulate and manipulate Apple Maps, Google Maps, or whatever software you use to plot out your commute. What business is it of government what route you take? Well, a lot of them are saying that they need to protect the environment. What it means is that your commute's going to take longer. Literally, they're going to probably tell your map software, well, make sure we 'Fight climate change, so let's add 30 minutes to the commute.' This is absurd” What this bill really does is it lets cities and governments tell these navigation companies there are designated “slow streets” The fan demand these areas are “walking or biking zones” and they can’t route cars through The risk is with this power in the future they can designate areas as high pollution zones and stop people from being navigated anywhere they want This is something that must not pass

Wall Street Apes

171,347 次观看 • 2 个月前

I sat down with Xianming Liu Liu, Head of XPENG Group’s General Intelligence Center, for an exclusive interview about what VLA 2.0 can actually do, where autonomous driving still fails, when this technology could reach Europe, and how far XPENG is from putting cars without anyone in the driver’s seat on public roads. XPENG no longer wants to be understood as a car company. It is building a shared AI foundation for autonomous cars, robotaxis, humanoid robots, and flying vehicles, making it one of the most interesting Physical AI companies to watch. We also discussed the question I find even more interesting: if the same AI foundation can eventually control cars, robots, and flying vehicles, where does the car company end and the AI company begin? Caveat: Unfortunately, the microphone audio didn't work very well; please accept our apologies for that. However, we have added full subtitles. YouTube link is also below.
31:52

I sat down with Xianming Liu Liu, Head of XPENG Group’s General Intelligence Center, for an exclusive interview about what VLA 2.0 can actually do, where autonomous driving still fails, when this technology could reach Europe, and how far XPENG is from putting cars without anyone in the driver’s seat on public roads. XPENG no longer wants to be understood as a car company. It is building a shared AI foundation for autonomous cars, robotaxis, humanoid robots, and flying vehicles, making it one of the most interesting Physical AI companies to watch. We also discussed the question I find even more interesting: if the same AI foundation can eventually control cars, robots, and flying vehicles, where does the car company end and the AI company begin? Caveat: Unfortunately, the microphone audio didn't work very well; please accept our apologies for that. However, we have added full subtitles. YouTube link is also below.

Chubby♨️

23,598 次观看 • 18 天前

PhD Students – How about Google Maps but for researchers? Meet 𝐎-𝐃𝐚𝐭𝐚𝐌𝐚𝐩 – Google Maps for researchers 𝐇𝐞𝐫𝐞 𝐢𝐬 𝐡𝐨𝐰 𝐎-𝐃𝐚𝐭𝐚𝐌𝐚𝐩 𝐰𝐨𝐫𝐤𝐬. 1. Go to 2. Enter your research topic e.g., AI for healthcare 3. Oall will generate a map of sub-topics 4. Click on any sub-topic, it will open sub-sub-topics 5. Click on a sub-sub-topic to see a list of papers 6. The papers are divided into New and All Time 7. You will see a description & ranking of the papers 8. You can also request for a paper evaluation 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐚𝐛𝐨𝐮𝐭 𝐎-𝐃𝐚𝐭𝐚𝐌𝐚𝐩? ↳ It organizes research into a browsable map of science ↳ On this map, research areas unfold like regions. ↳ Results are positioned according to evidence ↳ You explore a field much like navigating a map 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐭𝐡𝐞 𝐦𝐚𝐢𝐧 𝐨𝐛𝐣𝐞𝐜𝐭𝐢𝐯𝐞 𝐨𝐟 𝐎-𝐃𝐚𝐭𝐚𝐌𝐚𝐩? What I find most useful about this perspective is simple: Before starting experiments, you can first see the structure of the field. In some sense, it feels a bit like: Google Maps for science. This “map view” offers a clearer way to see how knowledge fits together Try O-DataMap today for FREE:
0:47

PhD Students – How about Google Maps but for researchers? Meet 𝐎-𝐃𝐚𝐭𝐚𝐌𝐚𝐩 – Google Maps for researchers 𝐇𝐞𝐫𝐞 𝐢𝐬 𝐡𝐨𝐰 𝐎-𝐃𝐚𝐭𝐚𝐌𝐚𝐩 𝐰𝐨𝐫𝐤𝐬. 1. Go to 2. Enter your research topic e.g., AI for healthcare 3. Oall will generate a map of sub-topics 4. Click on any sub-topic, it will open sub-sub-topics 5. Click on a sub-sub-topic to see a list of papers 6. The papers are divided into New and All Time 7. You will see a description & ranking of the papers 8. You can also request for a paper evaluation 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐚𝐛𝐨𝐮𝐭 𝐎-𝐃𝐚𝐭𝐚𝐌𝐚𝐩? ↳ It organizes research into a browsable map of science ↳ On this map, research areas unfold like regions. ↳ Results are positioned according to evidence ↳ You explore a field much like navigating a map 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐭𝐡𝐞 𝐦𝐚𝐢𝐧 𝐨𝐛𝐣𝐞𝐜𝐭𝐢𝐯𝐞 𝐨𝐟 𝐎-𝐃𝐚𝐭𝐚𝐌𝐚𝐩? What I find most useful about this perspective is simple: Before starting experiments, you can first see the structure of the field. In some sense, it feels a bit like: Google Maps for science. This “map view” offers a clearer way to see how knowledge fits together Try O-DataMap today for FREE:

Faheem Ullah

15,508 次观看 • 5 个月前

18-year-old American found a roofing company on Google Maps with 4.9 stars and no website, copied their reviews and pasted them into ChatGPT 5.5. 2 minutes later - a complete brief. Pasted it into AI and just waited while the system built a full website with all pages, reviews and a booking button. Called the owner and showed him the live preview. He said yes immediately because he'd been meaning to fix this for years and never had the time. Invoice for $1,000. 47 minutes of work from the first search to a closed deal. Then he built a machine. AI pulls 200 businesses from Google Maps in 10 minutes, writes a personalized email for each one with their real business data - 500 emails a day, 3% respond. Month one - $4,000, month six - $15,000-20,000. Five million businesses on Google Maps are still waiting for that call.
0:47

18-year-old American found a roofing company on Google Maps with 4.9 stars and no website, copied their reviews and pasted them into ChatGPT 5.5. 2 minutes later - a complete brief. Pasted it into AI and just waited while the system built a full website with all pages, reviews and a booking button. Called the owner and showed him the live preview. He said yes immediately because he'd been meaning to fix this for years and never had the time. Invoice for $1,000. 47 minutes of work from the first search to a closed deal. Then he built a machine. AI pulls 200 businesses from Google Maps in 10 minutes, writes a personalized email for each one with their real business data - 500 emails a day, 3% respond. Month one - $4,000, month six - $15,000-20,000. Five million businesses on Google Maps are still waiting for that call.

Rahul

7,548,750 次观看 • 3 个月前

$GRAB Map is The New Google Maps(B2B)🧵 Here is your Free.99 analysis on GrabMap, for those that selling courses for $50-$500/m, if you are using my $GRAB and other analyses, I don't ask for much, at least give me some credit/cite. And yes 99.999% of my posts are Free.99. If you want to support my work, slap the like/repost, as I don't choose to write "Grab or any Ticker is going to x10 x100-x1000" kind of threads or "mark my words" to please the X Algo. Consider Subscribe($0.33/day) if you want to support my work further and get more in-depth analyses! TLDR: GrabMap could generate $7B-$15B a year alone for Grab B2B segment. That is why you are seeing Anthony Tan is mad excited abt this massive opportunity. And it also significantly boost GrabAds long term globally. This precisely proved my point that, Anthony is going to expand to 5B people and we are only 14% thesis realized right now. Grab doesn't have to be just Ride-share/Delivery when expanding! Grab , Southeast Asia's leading AI SuperApp for ride-hailing, food delivery, financial services,Tourism, Dine-Out and more, has developed its proprietary mapping platform, GrabMaps, a massive B2B revenue potential over the next long term, not just in Singapore, Indonesia, Malaysia, Thailand, Philippines, Vietnam, Cambodia, and Myanmar but expanding beyond SEA markets/Customers. 1. GrabMaps: A Strategic Asset GrabMaps is not merely a technological tool but a critical component of Grab's ecosystem, powering its ride-hailing, food delivery, and financial services. Developed in-house, GrabMaps leverages data collected from Grab's vast network of driver-partners across eight SEA countries. This data-driven approach ensures hyper-local customization, addressing the unique challenges of SEA's urban environments, such as narrow alleys, informal roads, and rapid infrastructure changes. The recent announcement of KartaCam2, an upgraded street-level imaging device, marks a significant technological advancement. KartaCam2 enhances data collection by providing higher quality images and more precise location data, which are crucial for maintaining the accuracy and freshness of maps. This breakthrough is part of Grab's broader 2025 AI push, including integrations with OpenAI 's GPT-4o for vision-based mapping and the establishment of an AI Centre of Excellence. These innovations position GrabMaps as a formidable competitor to Google Maps, especially in regions where localized data is paramount. 2. Revenue implications long term The expansion of GrabMaps into B2B services opens up new revenue streams, which could significantly impact Grab's financial performance over the long term. But GrabMap is a brandnew B2B product, and GoogleMap generates around $13-$20B globally. A. Market Opportunity in Southeast Asia ~The SEA market presents a substantial opportunity for GrabMaps. The foodservice market alone is projected to grow from $223.8 billion in 2025 to $416.3 billion by 2030, indicating a robust demand for services that enhance operational efficiencies. Businesses in logistics, e-commerce, and urban planning could benefit from GrabMaps' precise mapping and navigation capabilities, potentially generating revenue through licensing fees, subscription models, and advertising. ~Grab's existing user base of over 46 million monthly transacting users provides a strong foundation for cross-selling B2B solutions, thereby increasing revenue without significant additional marketing costs. B. Competitive Advantage of a Future $500B MC AI SuperApp over Google Map Google Maps, while dominant, may not be as finely tuned for SEA's unique challenges. GrabMaps' hyper-local data and AI-driven enhancements offer a competitive edge, attracting businesses that require accurate and cost-effective mapping solutions. Revenue from B2B services could include: Licensing Fees: Enterprises can license GrabMaps' APIs and SDKs to integrate mapping functionalities into their operations. Subscription Models: Continuous updates and premium features could be offered on a subscription basis. Advertising Revenue: GrabAds, which leverages mapping data, could generate additional income through targeted advertising. C. Global Expansion is Inevitable ~The partnership with Tino in Mongolia is a strategic move to scale GrabMaps internationally. This marks Grab's first major mapping partnership outside SEA, indicating potential for revenue growth in other regions where Google Maps' dominance is less entrenched or where local data needs are acute. ~The use of IoT devices like KartaCam2 and KartaDashCam for real-time data collection could further enhance GrabMaps' value proposition, potentially increasing revenue through premium service offerings in new markets. D. Synergies w/ other businesses Grab's ecosystem approach allows for synergies between GrabMaps and other services like GrabPay, GrabFood, and GrabTransport. For example, businesses using GrabMaps for logistics could also adopt GrabPay for transactions, creating a revenue multiplier effect. 3. Google Map Revenue in Asia ~Total Revenue in Asia-Pacific (2018): Google APAC, based in Singapore, reported $20.24 billion out of the total $21.37 billion revenue in the Asia-Pacific region. This indicates that a significant portion of Google's revenue in Asia is attributed to Singapore, likely due to its role as a hub for Google’s operations. ~Advertising Revenue: In 2018, Google APAC generated $15.8 billion from advertising alone, compared to $4.4 billion from other activities like Google Play. Advertising on Google properties, including Google Maps, is a major revenue driver. ~Market Share in Search Marketing: Google Maps holds a 62.34% market share in the search marketing category, competing with tools like Wix (26.54%) and Google Ads (4.14%). This dominance suggests that a considerable portion of Google’s advertising revenue in Asia is linked to mapping services. For the full fiscal year 2024, Alphabet (Google's parent company) generated $56.82 billion in revenue from the Asia-Pacific (APAC) region. This represented approximately 16.24% of the company's total revenue for the year. If we take a conservative estimate at 25% of $56.82B of Google's total advertising revenue in Asia is related to mapping services= $14.2B. => If GrabMaps secures even 50% of this market share in SEA, it could generate around $7B annually from this segment alone. GrabMap is 4x lower error rate, 10x lower latency, 75% fewer mapping mistakes, and much cheaper than GoogleMap. With OpenAI GPT-4o fine-tuning, GrabMaps hit 80% accuracy for speed limits and lanes13-20% above prior levels excelling in occlusions ( rainy monsoons) where Google relies more on satellite data. Now do you understand why Google and HSBC are clapping $GRAB on search and downgrade? Yes, because GrabMap is a massive threat and Grab Anthony Tan refused to buy $goto since 2020. Conclusion: Grab's expansion of GrabMaps into B2B services represents a strategic move to challenge Google Maps' dominance in Asia, particularly in SEA and future expansion. The revenue implications are substantial, with potential gains from licensing fees, subscription models, advertising, and international expansions. While Google Maps generates billions in revenue, primarily through advertising, GrabMaps' localized and AI-enhanced approach could carve out a significant niche, especially in regions where precise, real-time mapping data is critical. The success of this strategy will depend on Grab's ability to scale internationally, maintain technological superiority, and effectively monetize its B2B offerings. However, the opportunity is clear, and Grab's ecosystem approach positions it well to capitalize on the growing demand for advanced mapping solutions in a rapidly digitalizing world. This move not only enhances Grab's revenue potential but also solidifies its role as a key player in the global tech landscape. Not Financial Advice! Source: Grab Dot Com.
1:26

$GRAB Map is The New Google Maps(B2B)🧵 Here is your Free.99 analysis on GrabMap, for those that selling courses for $50-$500/m, if you are using my $GRAB and other analyses, I don't ask for much, at least give me some credit/cite. And yes 99.999% of my posts are Free.99. If you want to support my work, slap the like/repost, as I don't choose to write "Grab or any Ticker is going to x10 x100-x1000" kind of threads or "mark my words" to please the X Algo. Consider Subscribe($0.33/day) if you want to support my work further and get more in-depth analyses! TLDR: GrabMap could generate $7B-$15B a year alone for Grab B2B segment. That is why you are seeing Anthony Tan is mad excited abt this massive opportunity. And it also significantly boost GrabAds long term globally. This precisely proved my point that, Anthony is going to expand to 5B people and we are only 14% thesis realized right now. Grab doesn't have to be just Ride-share/Delivery when expanding! Grab , Southeast Asia's leading AI SuperApp for ride-hailing, food delivery, financial services,Tourism, Dine-Out and more, has developed its proprietary mapping platform, GrabMaps, a massive B2B revenue potential over the next long term, not just in Singapore, Indonesia, Malaysia, Thailand, Philippines, Vietnam, Cambodia, and Myanmar but expanding beyond SEA markets/Customers. 1. GrabMaps: A Strategic Asset GrabMaps is not merely a technological tool but a critical component of Grab's ecosystem, powering its ride-hailing, food delivery, and financial services. Developed in-house, GrabMaps leverages data collected from Grab's vast network of driver-partners across eight SEA countries. This data-driven approach ensures hyper-local customization, addressing the unique challenges of SEA's urban environments, such as narrow alleys, informal roads, and rapid infrastructure changes. The recent announcement of KartaCam2, an upgraded street-level imaging device, marks a significant technological advancement. KartaCam2 enhances data collection by providing higher quality images and more precise location data, which are crucial for maintaining the accuracy and freshness of maps. This breakthrough is part of Grab's broader 2025 AI push, including integrations with OpenAI 's GPT-4o for vision-based mapping and the establishment of an AI Centre of Excellence. These innovations position GrabMaps as a formidable competitor to Google Maps, especially in regions where localized data is paramount. 2. Revenue implications long term The expansion of GrabMaps into B2B services opens up new revenue streams, which could significantly impact Grab's financial performance over the long term. But GrabMap is a brandnew B2B product, and GoogleMap generates around $13-$20B globally. A. Market Opportunity in Southeast Asia ~The SEA market presents a substantial opportunity for GrabMaps. The foodservice market alone is projected to grow from $223.8 billion in 2025 to $416.3 billion by 2030, indicating a robust demand for services that enhance operational efficiencies. Businesses in logistics, e-commerce, and urban planning could benefit from GrabMaps' precise mapping and navigation capabilities, potentially generating revenue through licensing fees, subscription models, and advertising. ~Grab's existing user base of over 46 million monthly transacting users provides a strong foundation for cross-selling B2B solutions, thereby increasing revenue without significant additional marketing costs. B. Competitive Advantage of a Future $500B MC AI SuperApp over Google Map Google Maps, while dominant, may not be as finely tuned for SEA's unique challenges. GrabMaps' hyper-local data and AI-driven enhancements offer a competitive edge, attracting businesses that require accurate and cost-effective mapping solutions. Revenue from B2B services could include: Licensing Fees: Enterprises can license GrabMaps' APIs and SDKs to integrate mapping functionalities into their operations. Subscription Models: Continuous updates and premium features could be offered on a subscription basis. Advertising Revenue: GrabAds, which leverages mapping data, could generate additional income through targeted advertising. C. Global Expansion is Inevitable ~The partnership with Tino in Mongolia is a strategic move to scale GrabMaps internationally. This marks Grab's first major mapping partnership outside SEA, indicating potential for revenue growth in other regions where Google Maps' dominance is less entrenched or where local data needs are acute. ~The use of IoT devices like KartaCam2 and KartaDashCam for real-time data collection could further enhance GrabMaps' value proposition, potentially increasing revenue through premium service offerings in new markets. D. Synergies w/ other businesses Grab's ecosystem approach allows for synergies between GrabMaps and other services like GrabPay, GrabFood, and GrabTransport. For example, businesses using GrabMaps for logistics could also adopt GrabPay for transactions, creating a revenue multiplier effect. 3. Google Map Revenue in Asia ~Total Revenue in Asia-Pacific (2018): Google APAC, based in Singapore, reported $20.24 billion out of the total $21.37 billion revenue in the Asia-Pacific region. This indicates that a significant portion of Google's revenue in Asia is attributed to Singapore, likely due to its role as a hub for Google’s operations. ~Advertising Revenue: In 2018, Google APAC generated $15.8 billion from advertising alone, compared to $4.4 billion from other activities like Google Play. Advertising on Google properties, including Google Maps, is a major revenue driver. ~Market Share in Search Marketing: Google Maps holds a 62.34% market share in the search marketing category, competing with tools like Wix (26.54%) and Google Ads (4.14%). This dominance suggests that a considerable portion of Google’s advertising revenue in Asia is linked to mapping services. For the full fiscal year 2024, Alphabet (Google's parent company) generated $56.82 billion in revenue from the Asia-Pacific (APAC) region. This represented approximately 16.24% of the company's total revenue for the year. If we take a conservative estimate at 25% of $56.82B of Google's total advertising revenue in Asia is related to mapping services= $14.2B. => If GrabMaps secures even 50% of this market share in SEA, it could generate around $7B annually from this segment alone. GrabMap is 4x lower error rate, 10x lower latency, 75% fewer mapping mistakes, and much cheaper than GoogleMap. With OpenAI GPT-4o fine-tuning, GrabMaps hit 80% accuracy for speed limits and lanes13-20% above prior levels excelling in occlusions ( rainy monsoons) where Google relies more on satellite data. Now do you understand why Google and HSBC are clapping $GRAB on search and downgrade? Yes, because GrabMap is a massive threat and Grab Anthony Tan refused to buy $goto since 2020. Conclusion: Grab's expansion of GrabMaps into B2B services represents a strategic move to challenge Google Maps' dominance in Asia, particularly in SEA and future expansion. The revenue implications are substantial, with potential gains from licensing fees, subscription models, advertising, and international expansions. While Google Maps generates billions in revenue, primarily through advertising, GrabMaps' localized and AI-enhanced approach could carve out a significant niche, especially in regions where precise, real-time mapping data is critical. The success of this strategy will depend on Grab's ability to scale internationally, maintain technological superiority, and effectively monetize its B2B offerings. However, the opportunity is clear, and Grab's ecosystem approach positions it well to capitalize on the growing demand for advanced mapping solutions in a rapidly digitalizing world. This move not only enhances Grab's revenue potential but also solidifies its role as a key player in the global tech landscape. Not Financial Advice! Source: Grab Dot Com.

Mike

120,532 次观看 • 10 个月前

Interesting times in the maps space, and its exciting there is so much buzz - maps are awesome :) My parents Rakesh and Rashmi Verma pioneered digital mapping in India in 1995, returning from the US after a successful career there with the passion and desire to do something unique for India. And it’s been 20 years for me personally in the mapping space, since I was a 19-year old Stanford engineering undergraduate student and got involved in starting India’s first interactive mapping portal, I realise MapmyIndia is a relatively lesser known company amidst more consumer facing global and local players, so it would be great if this post can be amplified, so that more people can be made aware 🙏 Warm regards, Rohan Verma CEO & ED, MapmyIndia *** A few thoughts on maps: 1) Accuracy and quality of maps is critical. I’d caution folks to check out quality and reliability of maps by browsing those maps in areas familiar to them, and if they notice errors in them, in terms of incorrect places marked wrongly on the map, it should serve as a reminder not to rely on such maps. I’ve personally looked at the maps of various global and local players, and find so many inaccuracies, which confirms my belief that the difficult art and science of map-making is not as easy and people may imagine or claim. 2) What’s exciting about Mappls MapmyIndia, as a home-grown indigenous deep tech digital products and platforms company, is that not just did we pioneer digital mapping in India since 1995, when there were no other digital maps available for the country, but back then, and even now, we’ve always built the most cutting-edge tech to build the most capable maps and empower our customers, users and developers with the most comprehensive and advanced solutions. Over the last 15 or so years, there have actually been many global and local players who have come into the mapping market, yet for some reason or the other, they haven’t sustained or maintained quality. On our side we have continuously innovated in our products and tech - already bringing and making the most advanced featured available into our 4D HD maps covering 360 RealViews and 3D drone and digital twin based maps, immersive views and RealVerses - and focused on solving the needs of Indian consumers and enterprises, and served customers and users with humility, passion and consistency, with a solid and sustainable business model to ensure and provide a long-term reliable mapping solution for customers and the country. 3) Here’s an explainer video of our maps, tech & APIs which focus on how developers, users and customers can leverage our solutions to get their needs solved in the best way. Do watch - you’ll be pleasantly surprised and happy at the offering. 4) To try out as a developer for yourself, visit We’re glad that tens of thousands of developers, and their hundreds of millions of users, benefit from Mappls MapmyIndia Maps & APIs everyday, using both our free plans and our commercial plans. Do try for your own needs as a developer. 5) In one sense, the quality and capability of Mappls MapmyIndia is proven to be better and more useful and valuable through our free consumer Mappls MapmyIndia app (learn more and download from which has gotten love from millions of consumers who are able to navigate safer and better. MapmyIndia Mappls Rakesh Verma @RashmiV1956
15:29

Interesting times in the maps space, and its exciting there is so much buzz - maps are awesome :) My parents Rakesh and Rashmi Verma pioneered digital mapping in India in 1995, returning from the US after a successful career there with the passion and desire to do something unique for India. And it’s been 20 years for me personally in the mapping space, since I was a 19-year old Stanford engineering undergraduate student and got involved in starting India’s first interactive mapping portal, I realise MapmyIndia is a relatively lesser known company amidst more consumer facing global and local players, so it would be great if this post can be amplified, so that more people can be made aware 🙏 Warm regards, Rohan Verma CEO & ED, MapmyIndia *** A few thoughts on maps: 1) Accuracy and quality of maps is critical. I’d caution folks to check out quality and reliability of maps by browsing those maps in areas familiar to them, and if they notice errors in them, in terms of incorrect places marked wrongly on the map, it should serve as a reminder not to rely on such maps. I’ve personally looked at the maps of various global and local players, and find so many inaccuracies, which confirms my belief that the difficult art and science of map-making is not as easy and people may imagine or claim. 2) What’s exciting about Mappls MapmyIndia, as a home-grown indigenous deep tech digital products and platforms company, is that not just did we pioneer digital mapping in India since 1995, when there were no other digital maps available for the country, but back then, and even now, we’ve always built the most cutting-edge tech to build the most capable maps and empower our customers, users and developers with the most comprehensive and advanced solutions. Over the last 15 or so years, there have actually been many global and local players who have come into the mapping market, yet for some reason or the other, they haven’t sustained or maintained quality. On our side we have continuously innovated in our products and tech - already bringing and making the most advanced featured available into our 4D HD maps covering 360 RealViews and 3D drone and digital twin based maps, immersive views and RealVerses - and focused on solving the needs of Indian consumers and enterprises, and served customers and users with humility, passion and consistency, with a solid and sustainable business model to ensure and provide a long-term reliable mapping solution for customers and the country. 3) Here’s an explainer video of our maps, tech & APIs which focus on how developers, users and customers can leverage our solutions to get their needs solved in the best way. Do watch - you’ll be pleasantly surprised and happy at the offering. 4) To try out as a developer for yourself, visit We’re glad that tens of thousands of developers, and their hundreds of millions of users, benefit from Mappls MapmyIndia Maps & APIs everyday, using both our free plans and our commercial plans. Do try for your own needs as a developer. 5) In one sense, the quality and capability of Mappls MapmyIndia is proven to be better and more useful and valuable through our free consumer Mappls MapmyIndia app (learn more and download from which has gotten love from millions of consumers who are able to navigate safer and better. MapmyIndia Mappls Rakesh Verma @RashmiV1956

Rohan Verma

16,210 次观看 • 2 年前

WOW. 😳 Apple just quietly won the 3D maps war at WWDC. Gaussian Splatting is coming to Apple Maps Flyover this fall. Apple Maps Flyover covers 300+ cities. Until yesterday, every single one was built on standard drone photogrammetry. The technology captures photos from the air and reconstructs 3D geometry from them. Gaussian Splatting does not reconstruct geometry. It represents the scene as millions of tiny 3D ellipsoids, each one carrying its own color and opacity information based on how light actually behaves in that location. The output is not a mesh model. It is a field of light. When you move through it, it does not crumble at the edges. The detail holds because it was never geometry to begin with. Apple has been hiring for this for years. Their SHARP model, published in research last year, generates photorealistic 3D scenes from a single image in under a second. Google has more sensor data than anyone. More Street View cars, more satellites, more capture history. On navigation accuracy and geodata depth, Google Maps is still ahead by most measures. But fidelity in 3D city rendering is a different competition, and Apple just set a bar in that. Most people will experience this in the fall without knowing the name of the technology. They will open Flyover, look at a city they know, and notice it looks different. Real, not rendered. That is the moment Gaussian Splatting stops being a research term and becomes something a billion people use. Bookmark this. It will look prescient by October.
0:24

WOW. 😳 Apple just quietly won the 3D maps war at WWDC. Gaussian Splatting is coming to Apple Maps Flyover this fall. Apple Maps Flyover covers 300+ cities. Until yesterday, every single one was built on standard drone photogrammetry. The technology captures photos from the air and reconstructs 3D geometry from them. Gaussian Splatting does not reconstruct geometry. It represents the scene as millions of tiny 3D ellipsoids, each one carrying its own color and opacity information based on how light actually behaves in that location. The output is not a mesh model. It is a field of light. When you move through it, it does not crumble at the edges. The detail holds because it was never geometry to begin with. Apple has been hiring for this for years. Their SHARP model, published in research last year, generates photorealistic 3D scenes from a single image in under a second. Google has more sensor data than anyone. More Street View cars, more satellites, more capture history. On navigation accuracy and geodata depth, Google Maps is still ahead by most measures. But fidelity in 3D city rendering is a different competition, and Apple just set a bar in that. Most people will experience this in the fall without knowing the name of the technology. They will open Flyover, look at a city they know, and notice it looks different. Real, not rendered. That is the moment Gaussian Splatting stops being a research term and becomes something a billion people use. Bookmark this. It will look prescient by October.

Shruti

19,832 次观看 • 2 个月前

Goodbye clicking on Google Street View to check out the route! In your browser, with you can actually drive anywhere in the world🚀 You can also create multiplayer races🚗🏎🚓 The world is generated ahead of you in real-time from OpenStreetMap data combined with satellite elevation data as you drive. Just added a WIP of night mode and replaced the placeholder terrain/road textures with some nicer physics-based textures. Also now anywhere you go a million street lights will be added too. This is actually slowly starting to look like the promised Need For Speed + Google Maps #threejs #gamedev #indiedev Single player mode: Just find a location, click anywhere on the map and click "Hop Here". After parachuting down hold X to call the car to the road. Multiplayer mode: Click on "Create race" and select start and finish points. A route will be plotted. Click on Share Race to get the link and start racing!
1:32

Goodbye clicking on Google Street View to check out the route! In your browser, with you can actually drive anywhere in the world🚀 You can also create multiplayer races🚗🏎🚓 The world is generated ahead of you in real-time from OpenStreetMap data combined with satellite elevation data as you drive. Just added a WIP of night mode and replaced the placeholder terrain/road textures with some nicer physics-based textures. Also now anywhere you go a million street lights will be added too. This is actually slowly starting to look like the promised Need For Speed + Google Maps #threejs #gamedev #indiedev Single player mode: Just find a location, click anywhere on the map and click "Hop Here". After parachuting down hold X to call the car to the road. Multiplayer mode: Click on "Create race" and select start and finish points. A route will be plotted. Click on Share Race to get the link and start racing!

DVLP

13,533,937 次观看 • 26 天前

Spectre AI Soars and Secures Google Scale Tier Membership with $200,000 in Development Resources We're thrilled to announce a significant milestone for Spectre AI! After a lot of networking, and a rigorous selection process, we've been accepted into the prestigious Google Scale Tier program. We had Start Tier, now we have Scale Tier! This membership signifies Google's recognition of Spectre AI's potential to become a potential game-changer in the blockchain space, and it grants us access to a wealth of resources to fuel our growth – $200,000 in development funding from GoogleStartups to use their advanced tools. What is the Google Scale Tier? The Google Scale Tier is a highly selective program designed to nurture high-growth startups with exceptional potential. Going beyond simple funding, this program grants a comprehensive suite of benefits to empower us to scale our technology and achieve new heights. Unlocking Cutting-Edge Tech and Expertise Our Google Scale Tier membership unlocks a treasure trove of resources to accelerate our development journey: $200,000 in Google Development Resources: This crucial boost will allow us to leverage Google Cloud and cutting-edge tools, along with collaboration with top Google engineers. These experts will work closely with our team to integrate these powerful resources seamlessly into our entire suite of products, including AI Predictions, Sentiment Analysis, and Technical Analysis. Imagine the possibilities for enhanced accuracy, efficiency, and deeper market insights leveraged by Google's technology! Collaboration with Google Engineering Experts: As mentioned earlier, the $200,000 in development resources includes access to Google engineers – the masterminds behind cutting-edge technologies like Long Short-Term Memory (LSTM) models, Machine Learning (ML), and advanced graphing models. These experts will collaborate with our team to integrate these powerful tools into our products. Dedicated Google Representative: A dedicated Google representative from their Irish headquarters has become our go-to person, ensuring seamless collaboration and ongoing support throughout our journey. Thank you GoogleStartupUK The Future of Spectre AI: Enhanced All-in-One Products This partnership extends far beyond individual features. Here's what you can expect across our entire product suite: Next-Level Functionality: We'll leverage Google's advanced algorithms and massive datasets to refine all our tools, including AI Predictions, Sentiment Analysis, and Technical Analysis. This means more reliable and insightful information to guide your investment strategies. Expanded Capabilities: We're exploring groundbreaking new features for our entire product suite, like real-time analysis, multi-factor modeling, and even deeper market insights. Enhanced User Experience: Navigating through all our tools will be smoother than ever. We'll work with Google to refine the user interface across the board, making it easier to understand and leverage the power of AI in your crypto journey. The Data Visualization Revolution: Buckle up, X Bubblemaps users! Google's advanced graphing models are poised to transform how you visualize and explore data within Spectre AI. We can't wait to unveil a whole new level of visualization that will take your on-chain analysis to the next level. This is just the beginning! We're incredibly grateful for this opportunity to partner with Google and revolutionize the future of our all-in-one blockchain analysis suite. Stay tuned for exciting updates as we develop groundbreaking new features together. Thank you for being a part of the Spectre AI community! #google #googlecloud #spectre #ai #tech #innovation $spect
0:30

Spectre AI Soars and Secures Google Scale Tier Membership with $200,000 in Development Resources We're thrilled to announce a significant milestone for Spectre AI! After a lot of networking, and a rigorous selection process, we've been accepted into the prestigious Google Scale Tier program. We had Start Tier, now we have Scale Tier! This membership signifies Google's recognition of Spectre AI's potential to become a potential game-changer in the blockchain space, and it grants us access to a wealth of resources to fuel our growth – $200,000 in development funding from GoogleStartups to use their advanced tools. What is the Google Scale Tier? The Google Scale Tier is a highly selective program designed to nurture high-growth startups with exceptional potential. Going beyond simple funding, this program grants a comprehensive suite of benefits to empower us to scale our technology and achieve new heights. Unlocking Cutting-Edge Tech and Expertise Our Google Scale Tier membership unlocks a treasure trove of resources to accelerate our development journey: $200,000 in Google Development Resources: This crucial boost will allow us to leverage Google Cloud and cutting-edge tools, along with collaboration with top Google engineers. These experts will work closely with our team to integrate these powerful resources seamlessly into our entire suite of products, including AI Predictions, Sentiment Analysis, and Technical Analysis. Imagine the possibilities for enhanced accuracy, efficiency, and deeper market insights leveraged by Google's technology! Collaboration with Google Engineering Experts: As mentioned earlier, the $200,000 in development resources includes access to Google engineers – the masterminds behind cutting-edge technologies like Long Short-Term Memory (LSTM) models, Machine Learning (ML), and advanced graphing models. These experts will collaborate with our team to integrate these powerful tools into our products. Dedicated Google Representative: A dedicated Google representative from their Irish headquarters has become our go-to person, ensuring seamless collaboration and ongoing support throughout our journey. Thank you GoogleStartupUK The Future of Spectre AI: Enhanced All-in-One Products This partnership extends far beyond individual features. Here's what you can expect across our entire product suite: Next-Level Functionality: We'll leverage Google's advanced algorithms and massive datasets to refine all our tools, including AI Predictions, Sentiment Analysis, and Technical Analysis. This means more reliable and insightful information to guide your investment strategies. Expanded Capabilities: We're exploring groundbreaking new features for our entire product suite, like real-time analysis, multi-factor modeling, and even deeper market insights. Enhanced User Experience: Navigating through all our tools will be smoother than ever. We'll work with Google to refine the user interface across the board, making it easier to understand and leverage the power of AI in your crypto journey. The Data Visualization Revolution: Buckle up, X Bubblemaps users! Google's advanced graphing models are poised to transform how you visualize and explore data within Spectre AI. We can't wait to unveil a whole new level of visualization that will take your on-chain analysis to the next level. This is just the beginning! We're incredibly grateful for this opportunity to partner with Google and revolutionize the future of our all-in-one blockchain analysis suite. Stay tuned for exciting updates as we develop groundbreaking new features together. Thank you for being a part of the Spectre AI community! #google #googlecloud #spectre #ai #tech #innovation $spect

SPECTRE AI

46,699 次观看 • 2 年前

We’re launching a brand new, full-stack vibe coding experience in Google AI Studio, made possible by integrations with the Google Antigravity coding agent and Firebase backends. This unlocks: — Full-stack multiplayer experiences: Create complex, multiplayer apps with fully-featured UIs and backends directly within AI Studio — Connection to real-world services: Build applications that connect to live data sources, databases, or payment processors and the Antigravity agent will securely store your API credentials for you — A smarter agent that works even when you don't: By maintaining a deeper understanding of your project structure and chat history, the agent can execute multi-step code edits from simpler prompts. It also remembers where you left off and completes your tasks while you’re away, so you can seamlessly resume your builds from anywhere — Configuration of database connections and authentication flows: Add Firebase integration to provision Cloud Firestore for databases and Firebase authentication for secure sign-in This demo displays what can be built in the new vibe coding experience in AI Studio. Geoseeker is a full-stack application that manages real-time multiplayer states, compass-based logic, and an external API integration with Google Maps 🕹️
0:33

We’re launching a brand new, full-stack vibe coding experience in Google AI Studio, made possible by integrations with the Google Antigravity coding agent and Firebase backends. This unlocks: — Full-stack multiplayer experiences: Create complex, multiplayer apps with fully-featured UIs and backends directly within AI Studio — Connection to real-world services: Build applications that connect to live data sources, databases, or payment processors and the Antigravity agent will securely store your API credentials for you — A smarter agent that works even when you don't: By maintaining a deeper understanding of your project structure and chat history, the agent can execute multi-step code edits from simpler prompts. It also remembers where you left off and completes your tasks while you’re away, so you can seamlessly resume your builds from anywhere — Configuration of database connections and authentication flows: Add Firebase integration to provision Cloud Firestore for databases and Firebase authentication for secure sign-in This demo displays what can be built in the new vibe coding experience in AI Studio. Geoseeker is a full-stack application that manages real-time multiplayer states, compass-based logic, and an external API integration with Google Maps 🕹️

Google AI

4,751,236 次观看 • 5 个月前

Google is making $62 billion a quarter destroying the websites it NEEDS to survive. This is literally a death spiral that ends with Google killing itself. Let me explain what's going on... Google added AI summaries to the top of every search result in 2024. When you Google something now, the answer sits right there on Google's page. You never have to click anywhere. Google took the information from someone else's website, summarized it, and kept you inside Google's ecosystem. The result: 60% of all Google searches now end without a single click to any website. Small publishers lost 60% of their traffic in one year. Medium publishers lost 47%. Even the biggest names in media, the New York Times, the Washington Post, Business Insider, all saw traffic fall between 22% and 55%. The Axios CEO called it "a referral extinction event for the ad-supported web." Google's response to all of this was to tell publishers they can "opt out" of having their content summarized. But opting out also REMOVES your description from normal search results. So the choice Google gives you is let us steal your content for free, or become invisible on the internet. That's extortion. The Washington Post laid off another round of journalists this year because of it. Stereogum, one of the most respected music publications on the internet, had to BEG readers for donations. Business Insider cut 21% of its staff. Dozens of smaller publishers have shut down entirely. The people who actually CREATE the information Google summarizes are going bankrupt while Google posts record revenue. But here's where this gets interesting and where everyone stops thinking: Google's AI summaries are only as good as the content they summarize. If the publishers who write the original articles, run the original investigations, and create the original data go out of business, there is nothing left for Google to summarize. The AI starts recycling old information, the answers get stale, the quality drops, and users start noticing that Google's summaries are increasingly wrong, outdated, or useless. Google is essentially strip-mining the internet for short-term revenue. They are extracting all the value from content creators without paying for it, driving those creators out of business, and then wondering why the quality of their own product is declining. This is exactly what Napster did to the music industry in the early 2000s: Made content free, creators went broke, and quality collapsed. It took a decade to rebuild. Google is doing the same thing to the entire internet at 100x the scale. Rolling Stone, Variety, Deadline, The Hollywood Reporter, and Billboard are now suing Google for antitrust violations. Chegg, the education platform, lost 49% of its traffic and is suing too. The UK's competition authority just ordered Google to let publishers opt out without being punished. The DOJ already ruled Google is an illegal monopoly. And Google's defense in court is genuinely unbelievable. They argue that publishers CHOOSE to let Google index their content and can leave anytime they want. That's like saying you choose to pay protection money to the mob because technically you could close your business and move to another city. Google controls 90% of search. Leaving Google means leaving the internet. Meanwhile Google is investing billions in custom AI chips to make these summaries cheaper at scale. Every quarter the problem gets worse. The internet as we've known it for 25 years ran on a simple deal: Publishers make content. Google sends traffic. Advertisers pay for the traffic. Everyone wins. But Google just BROKE that deal and kept all the money.
4:13

Google is making $62 billion a quarter destroying the websites it NEEDS to survive. This is literally a death spiral that ends with Google killing itself. Let me explain what's going on... Google added AI summaries to the top of every search result in 2024. When you Google something now, the answer sits right there on Google's page. You never have to click anywhere. Google took the information from someone else's website, summarized it, and kept you inside Google's ecosystem. The result: 60% of all Google searches now end without a single click to any website. Small publishers lost 60% of their traffic in one year. Medium publishers lost 47%. Even the biggest names in media, the New York Times, the Washington Post, Business Insider, all saw traffic fall between 22% and 55%. The Axios CEO called it "a referral extinction event for the ad-supported web." Google's response to all of this was to tell publishers they can "opt out" of having their content summarized. But opting out also REMOVES your description from normal search results. So the choice Google gives you is let us steal your content for free, or become invisible on the internet. That's extortion. The Washington Post laid off another round of journalists this year because of it. Stereogum, one of the most respected music publications on the internet, had to BEG readers for donations. Business Insider cut 21% of its staff. Dozens of smaller publishers have shut down entirely. The people who actually CREATE the information Google summarizes are going bankrupt while Google posts record revenue. But here's where this gets interesting and where everyone stops thinking: Google's AI summaries are only as good as the content they summarize. If the publishers who write the original articles, run the original investigations, and create the original data go out of business, there is nothing left for Google to summarize. The AI starts recycling old information, the answers get stale, the quality drops, and users start noticing that Google's summaries are increasingly wrong, outdated, or useless. Google is essentially strip-mining the internet for short-term revenue. They are extracting all the value from content creators without paying for it, driving those creators out of business, and then wondering why the quality of their own product is declining. This is exactly what Napster did to the music industry in the early 2000s: Made content free, creators went broke, and quality collapsed. It took a decade to rebuild. Google is doing the same thing to the entire internet at 100x the scale. Rolling Stone, Variety, Deadline, The Hollywood Reporter, and Billboard are now suing Google for antitrust violations. Chegg, the education platform, lost 49% of its traffic and is suing too. The UK's competition authority just ordered Google to let publishers opt out without being punished. The DOJ already ruled Google is an illegal monopoly. And Google's defense in court is genuinely unbelievable. They argue that publishers CHOOSE to let Google index their content and can leave anytime they want. That's like saying you choose to pay protection money to the mob because technically you could close your business and move to another city. Google controls 90% of search. Leaving Google means leaving the internet. Meanwhile Google is investing billions in custom AI chips to make these summaries cheaper at scale. Every quarter the problem gets worse. The internet as we've known it for 25 years ran on a simple deal: Publishers make content. Google sends traffic. Advertisers pay for the traffic. Everyone wins. But Google just BROKE that deal and kept all the money.

Ricardo

251,003 次观看 • 3 个月前

It is even weird to me to see a car driving with no humans on San Francisco freeways. People forget that I had the first video of a Waymo 15 years ago. Well, back then it was a Google R&D car. In fact it was the first video of any autonomous vehicle on public roads in the world posted on YouTube. Back then there were four people in the car so I didn’t realize it was a self-driving car. In fact it took six more months for anyone to figure out that Google was doing R&D on the freeways here. I shot this from my Tesla on the way to tonight’s big AI party in San Francisco. My Tesla was self-driving too, but can’t yet drive without a human in the car. With human=supervised. Without human=unsupervised. I will link to the original video in replies.
0:29

It is even weird to me to see a car driving with no humans on San Francisco freeways. People forget that I had the first video of a Waymo 15 years ago. Well, back then it was a Google R&D car. In fact it was the first video of any autonomous vehicle on public roads in the world posted on YouTube. Back then there were four people in the car so I didn’t realize it was a self-driving car. In fact it took six more months for anyone to figure out that Google was doing R&D on the freeways here. I shot this from my Tesla on the way to tonight’s big AI party in San Francisco. My Tesla was self-driving too, but can’t yet drive without a human in the car. With human=supervised. Without human=unsupervised. I will link to the original video in replies.

Robert Scoble

80,468 次观看 • 1 年前