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$GOOGL CEO Sundar Pichai basically admits the AI cycle has irrational pockets, but the underlying economy being built around compute, power & automation is still one of the most durable industrial expansions of our era. AI is becoming the core input of productivity the same way the internet became... show more

Shay Boloor

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108,739 次观看 • 8 个月前 •via X (Twitter)

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$GOOGL IS HAVING ITS 2022 $NVDA MOMENT The market saw NVIDIA as gaming while it built the AI backbone. Today, Google is seen as just ads & search -- while it quietly owns the full Agentic AI stack: data, chips, distribution & the next-gen AI brain.

$GOOGL IS HAVING ITS 2022 $NVDA MOMENT The market saw NVIDIA as gaming while it built the AI backbone. Today, Google is seen as just ads & search -- while it quietly owns the full Agentic AI stack: data, chips, distribution & the next-gen AI brain.

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By the way, one intuition I like about descent on the spectral norm is the update is *invariant to the input distribution* for certain loss landscapes (specifically, gradients that are orthogonal transformations of the input vector) From our recent blog:

By the way, one intuition I like about descent on the spectral norm is the update is invariant to the input distribution for certain loss landscapes (specifically, gradients that are orthogonal transformations of the input vector) From our recent blog:

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Sundar Pichai (Sundar Pichai), Google CEO, on: 🔹Race to AGI 🔹Agents 🔹AI & Information Diet 🔹Open Source 🔹Cybersecurity 🔹US vs China Intro AI agents replacing parts of the internet AI agents deciding our information diet Will agents kill the “raw internet”? AI cyberattacks and Google’s defense strategy Should dangerous cyber AI models be held back? The threshold for releasing powerful AI Why Google hasn't open-sourced a large model The broken business model with open-source AI American companies using Chinese AI The risk of building on China’s AI ecosystem Why Google cares so much about cheap, fast AI models Sundar on self-improving AI and the race to AGI Google’s compute situation Google has more AI demand than compute Google’s biggest compute bottleneck

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We talked to Carl Pei (Co-Founder & CEO Nothing) about the future of AI in smartphones. "The smartphone is one of the best devices for applied AI." "It has the distribution, but it also has the data." "I do believe that in the next 10 years we will all be carrying another sensor as well." "Sometimes the phone is in our pockets and we need another sensor to capture data for us."

We talked to Carl Pei (Co-Founder & CEO Nothing) about the future of AI in smartphones. "The smartphone is one of the best devices for applied AI." "It has the distribution, but it also has the data." "I do believe that in the next 10 years we will all be carrying another sensor as well." "Sometimes the phone is in our pockets and we need another sensor to capture data for us."

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Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

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