Everyday AI Podcast – An AI and ChatGPT Podcast - EP 430: Google’s $1 Trillion AI Mistake - 5 Gemini missteps and if Google can recover
Episode Date: December 31, 2024Yeah, Google won the end of 2024 in the AI wars. But they've dropped the bag more times than any other Big Tech or AI startup. In our last Hot Take Tuesday of 2024, we're gonna break down th...e $1 trillion dollar mistake that Google made (well.... 5 of them) and examine if they can bounce back in 2025.Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Ask Jordan questions on Google AIUpcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:1. Google's AI Missteps2. Comparison with Competitors3. OpenAI's Marketing Strategy and Product Release4. Google's AI Products and Improvements5. Google's AI Strategy and AdjustmentsTimestamps:00:00 Google's AI missteps02:40 Daily AI News08:29 Deeply invested in AI models and documentation.10:28 Google fumbled AI strategy with Gemini disaster.15:21 Google admits demo of Gemini AI was staged.19:36 Full access: settings on for Google Gemini.20:18 Trust, transparency crucial for AI enterprise adoption.26:20 Google's early AI mistakes highlighted competitors' success.28:41 Unclear model version until recent update.31:49 Nontechnical leaders explore AI models in enterprises.36:52 NotebookLM is essential and highly underrated.37:39 Logan joined Google, boosting AI product management.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist.
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In 30 years, I think this snafu by Google will be studied in colleges and universities.
Well, if colleges and universities are still around in 30 years.
But I think Google has already probably lost more than a trillion dollars, at least in market cap.
And I think it's something that no one's really talking about.
How did Google slash alphabet, one of the most powerful companies in the world,
at one time was the most powerful company in the world or the biggest company in the world by Market Cap?
How did they completely miss out on more than a year of generative AI?
How did they let every single other company beat them?
And can they recover?
is it too late?
Is Google going to fade into AI oblivion?
We're going to be talking about that and a lot more today on everyday AI.
What's going on, y'all?
My name's Jordan Wilson.
I'm the host, and this thing is for you.
Everyday AI, it's your daily live stream podcast and free daily news that are helping
everyday people like you and me, not just learn AI, but how we can get ahead, how we can
outsmart the future and use generative AI.
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Is that what you're doing?
If so, welcome.
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Your other home is your everyday AI.com.
So there on our website, yes, you can sign up for our free daily newsletter.
We will be recapping this episode and keeping you up to date with everything else you need to know in AI.
But also, you can go listen to like, I don't know, how many episodes do we have now?
Like 400, 300.
Like we have so many episodes, y'all.
I've lost count.
We have 430 episodes.
You can go listen to them all, thousands of hours of free AI content,
sort of by category from the world's leading experts on our website.
So make sure you go check that out.
All right.
Before we get into today's topic on, I think,
I'm going to go over the five biggest missteps that Google has made so far
that has really plagued their kind of go-to-market strategy.
But before we get to that, let's start as we do most always.
and go over the AI news for the day. So China's Alibaba has cut prices on its AI language models by up to
85% amidst a very competitive search. So Alibaba has announced substantial price reductions of up to
85% on its large language models. So their cloud price cuts pertain to its visual language model,
Quen, VL, which processes both text and images. The company has previously implemented drastic price
reductions, including a 97% price drop for Quinn AI in May in a 55% cut for various cloud
products earlier this year.
I think this comes in direct response to one of its biggest competitors in China,
DeepSeek coming out with their V3 model, which is so cheap, it's essentially free.
But even with these price cuts, Alibaba's stock only rose 0.5% on the last trading day of the year in Hong Kong.
So this increased competition from Alibaba will pressure U.S. companies like OpenAI, Google Anthropic and Microsoft to adjust their pricing strategies to enhance their offerings and stay competitive in the global AI market share.
Yeah, I'm going to have my 2025 AI predictions probably in a couple of weeks, but I'll tell you this.
China is going to be all up in there because they have gone from similarly like how Google missed the boat, right?
You can say two years ago, China was way behind,
but I think they're going to crush in the global AI,
kind of AI arms race in 2025.
All right, our next piece of AI news.
And hey, live stream audience, thanks, thanks for tuning in.
Got a little question.
So Zazan, thanks for joining us.
Brian, thanks for joining Jay, everyone else.
Got a little question on the screen there.
Let me know.
Next piece of AI news,
NVIDIA's acquisition of Run AI is officially official.
So, Invidia's acquisition of run AI, which is valued at $700 million, is seen as a strategic step to enhance its control over AI infrastructure.
So the deal was initially announced in April 2024, but it has drawn a ton of regulatory attention and kind of got dragged through the red tape before it was just now officially approved as the European Commission approved the merger this month, stating it would not pose competition issues.
despite Nvidia already holding an 80% share of the GPU market.
So regulatory bodies in the U.S. are conducting an antitrust investigation,
raising concerns that such mergers could eliminate emerging competitors in the fast-paced AI industry.
So run AI, if you don't know,
specializes in software optimization for AI infrastructure
and plans to open source its software to broaden compatibility across the AI ecosystem
aiming to foster inclusivity.
All right, last but not least.
more of a early spotting in the wild, but Twitter's grok or X-A-I's grok or X's Grock, whatever you want to call it,
that chatbot on Twitter that no one really uses. Well, it may be coming to the web.
So Twitter's GROC may be looking to play in the AI search space with a dedicated web app.
So according to some Twitter users who shared screenshots, X-A-I's GROC,
which is known as kind of a cheeky, large language model embedded inside of Twitter,
looks like it's getting its own dedicated web presence at grok.com.
So grok.com has just launched with early web access.
So details are super scarce right now,
but it appears to just be a standalone version of Grok,
which like I said, right now you have to be logged inside of X,
formerly known as Twitter, to use.
And it looks like it does have real-time web access as well in that standalone.
loan app. So for those news stories and a ton more, make sure you go to your everyday AI.com.
Sign up for the free daily newsletter. All right. Let's get into it, y'all. And it's the last
hot take Tuesday of 2024. Let me know, y'all. I never like coming too hot on Tuesdays, right?
I'm tired. I don't know how much I have left, but for our live stream audience, let me know.
Should I just bring a little heat today on our last hot take Tuesday of the year?
Or should I go scorched earth?
I swear, I just take cues from you guys.
If you guys don't want the spice, I'll be nice.
But if you want the fire, give you what your heart's desire.
That was a really cheesy rhyme.
Yeah, this is unedited, unscripted, y'all.
But let's get into it.
Suzanne says bring the heat.
All right, Suzanne.
We'll see if anyone else agrees with you.
or if I should play it safe.
All right.
So let's get to the harsh reality of Google's position right now in the kind of the AI arms race.
And let me say why I think this is a trillion dollar mistake already.
All right.
You guys know why I always bring receipts to this show.
I'm a foreign journalist, so I do a lot of research, right?
I always try to break things.
So when I come with videos or podcasts or something in the newsletter, it's never just running off of a random rumor, right?
It's going through and testing things exhaustedly.
It is putting all of these large language models through their paces.
I spent thousands of hours this year alone, right, in large language models.
So I have the paid version of Gemini on my personal GMN.
account. I have the paid version of Gemini on my, you know, kind of Google workspace account,
my business account. And I have since day one. And I have, you know, paid access, you know,
all the way from your, you know, perplexity, Claude, chat GPT, right? I'm even on the $200 a month.
So what I'm trying to say is I spend more time than 99% of the population,
uh, investigating large language models in their rollout and how they change over time, right?
have thousands of videos on our YouTube channel as well,
where I've been documenting this, right?
Because what we have today from Google Gemini is not what we had.
However, if you look at the kind of the first official year or two years since the generative
AI boom, right?
And we say that's the chat GPT moment of November 2022.
So since that time, yes, Google stock has soared, as has every other AI company, right?
But not as much as their closest competitor, right?
Depending on if you're looking at the software side, the hardware side, but, you know, two of Google's closest competitors are Apple and Microsoft.
So if we look at just Microsoft as an example, since the chatGBT boom, Microsoft has added $200 billion more in market cap than Google has or, you know, Google's parent company alphabet.
it. So it's about a $1.1 trillion increase versus a $1.3 trillion increase from Microsoft.
So a lot of people just look at Google stock and they're like, oh, no, Google didn't fumble the AI go to market.
They didn't fumble their Google Gemini strategy.
They absolutely did.
All right.
And what I'm trying to do here, y'all, is I am still baffled to this day.
and I've talked about it dozens of times
throughout the first two years.
I am baffled by how hard Google fumbled the bag
when it came to their AI go-to-market strategy.
When it came to Gemini, it was disastrous.
And I'm not kidding.
I do think this will ultimately be a case study
in what not to do in business, right, in business schools.
I'm not saying Google is going to fade into a blue,
Livian, although I don't know if they're a top two player in AI.
I think, you know, December has really changed that.
But, you know, if you would have asked me in October, November, I would say Google,
home of the transformer discovery, right?
Home of Google DeepMind, home of some of the best researchers in the world,
that they should have had a multiple year head start on company.
companies like Microsoft, like Apple, just because of the birth.
Google is the birthplace of the transformer technology, right?
The technology that paved the way for the GPT from OpenAI, the transformer technology
was birthed in Google yet.
Three months ago, they were scratching for relevancy in the AI space.
Six months ago, I don't even think they were a top three player that has
changed in the last couple of weeks, and I'm going to get to that.
But they've already lost out to Microsoft, $200 billion.
And it's going to continue there.
I think people are going to see Google's or their parent company Alphabet stock go up.
And they're like, oh, yeah, Google did fine with their AI rollout.
No, they didn't.
It was, I think, one of the most disastrous rollouts in the history of business.
it was historically bad.
And like I said, Google had an unfair advantage.
Unfair advantage.
They were at one time, less than a decade ago, the biggest company in the world by market cap, right?
And now they're, you know, most days barely top five in the U.S.
Or, you know, I guess they have a nice hold on number five.
But I don't think they're going to be a top two company anytime soon, right?
I don't think they're catching Nvidia.
I don't think they're catching Apple.
I don't think they're catching Microsoft.
I don't think they are.
I really don't.
So let's dissect a little bit, shall we?
Brian says bring the fire.
All right, Badros.
Bejuros, thanks for joining us from Twitter saying Google did, in fact, fumble, but they're showing some good signals.
Absolutely.
I will get to this.
But I think that Google had the best single month of in AI of any company ever.
Yes, it was a crazy two years for Google.
They did more in December 2024 than they've done collectively in the AI space for their existence, right?
Yes, talk about a drastic turnaround.
But I want to talk real quickly here about the five missteps that they made.
and we're going to get to at the end if they can actually turn it around.
All right.
So let's go over the missteps.
Mistuffs number one, very well documented.
Talk about this is the snafus of snafus.
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Misleading launch video.
Mistake number one, right?
So in December,
of last year. One year ago, they had their kind of Gemini promotional video. And let's be honest,
it was to say it nicely, it was manipulated. To say other people's words, Google straight up lied.
Right. So, you know, when they announced, you know, Gemini, right? So the official relaunch, right?
because the first, first Google had their barred chatbot, you know, they rebranded it.
And then there was a big launch in December 2023, you know, Gemini is going live, right?
And essentially in the video, I have a screenshot here for our, for our live stream audience.
In the video, you know, they showed that Google had like live AI capabilities, right, that you
could talk to it and it could see.
That wasn't the case.
It was fabricated.
It was a lie. Google got dragged through the media. Rightfully so, right? Like this article here saying
Google admits the Gemini AI demo hands-on video was staged. So it was later revealed in a blog post
after everyone's like, yo, this isn't right. You know, there's no way that this is correct.
They later revealed that, oh, actually Google Gemini can't see anything live. You can't talk to it.
You know, they showed like the example that I talked about on this show last year was a video of paper rock scissors.
Yes, I know everyone says it differently than me.
I'm weird.
I say paper rock scissors, right?
But they showed a video of Google Gemini, quote unquote, playing paper rock scissors.
And it's like, oh, wow.
You know, you could talk to Gemini and Gemini knows what you're doing in real time.
Amazing.
Nope.
That was fake.
It was all faked.
What they actually showed is they had to take photo.
from that video or screenshot and upload it multiple times with text prompts to Gemini to get those
responses and then they, you know, had actors, you know, play it out or, you know, they fed a model,
right? Hey, say this, right? It was fake. It was staged. Talk about the biggest stage in the world.
I still, this is one of those, right? If you're an AI dork like me, this is one of those catastrophic events
that like you'll remember what you were.
I was actually on this stage.
I was at a speaking event at the AI summit in New York City.
I was literally giving my speech.
When I got out, I checked my phone.
And the internet was on fire with this, right?
It was both disbelief and also amazement because everyone's like, wow, did you see what Google
Gemini, what Google announced?
But then at the same time, everyone's like, yo, this is.
not possible, right? And it wasn't. Google admitted it was staged. And they later,
the launch of that video generated millions of views. It went mega viral. And Google,
with its tail between its legs, had to unlist the video because it was that bad. Yeah.
All right. So that is mistake number one. Yeah, Betro says nasty work. It was nasty work.
All right.
Let's get to mistake number two.
Confusing access within Google workspace.
So, like I said, it's confusing.
Google Gemini is extremely confusing.
I think it's gotten better here in the last month.
But I have a paid account for Gemini Advanced in my personal Gmail and my business.
Gmail. Okay. So for our live stream audience, I have two different screenshots here.
So on the left hand side, this is my personal Gmail, all right, my account here. So you'll see I
can select different models, right? Seems to make more sense. I can go select 1.5 Pro,
1.5 Flash, 1.5 Pro with deep research, 2.0 Flash experimental, 2.0 experimental,
advanced, right?
Cool.
Okay.
At least I kind of know what I'm using, what model I'm using.
On the right hand side, I have nothing.
Yes, I am paying, I don't know, $20 to $30 a month for Gemini Advance in my business
workspace account.
I have no clue what I'm using.
And I haven't because Google doesn't tell you.
All right.
And this has been like this since day one.
And so many of the features that Google talks about within its Google Gemini chatbot are not there.
And they haven't been there, right?
You know, you can go into your, if you have a personal Gmail account.
And this might be different because I've heard that some people have, you know, Gemini access within their workspace account and they have a model selector.
I've never seen it, right?
I have so many different paid accounts.
So I'm always testing.
I've never seen it.
every single setting is turned on to allow for full access to Google Gemini.
And also, I'm talking about the front end of Google Gemini.
So right now, when I'm talking about using Google Gemini and knowing which variation of a model,
this is every single model, every single model except Google, right?
So whether you want to talk about mistral, whether you want to talk about metas,
Lama, chat GPT, Claude, et cetera, when you log into their front.
and chatbot.
You can select which model you're talking to so you know.
So you can see, oh, I can go look up information about this model.
Here's when it was updated.
Here's the knowledge cutoff.
Here's, you know, how many parameters it reportedly has, whatever.
You can go read more information because the number one thing with AI adoption when it
comes to enterprise is trust in transparency.
And if Google didn't already learn from their disson,
December 2020,
fumbling of the bag and straight up lying in their Gemini video.
If they didn't already learn about trust and transparency today,
so many businesses want to explore Gemini, right?
Businesses are still figuring out implementation.
And they go in,
maybe they are paying, you know,
$20 per month per user for Google Gemini across their organization.
And they go in to gemini.com and they're like,
what am I using?
You have no clue.
you have to investigate it.
I literally spent an hour last night trying to reinvestigate.
And the best that I can find, right, for what model you have, unless you have a selector,
is a model that was last updated in May.
All right, some more on that in a bit.
Mistake number three.
The initial lack of real-time information.
y'all, Google's AI product did not have access to real-time information from Google.
Yes, let me repeat that.
Google's Gemini, the one it was launched, did not have access to real-time information from Google.
y'all
if you're listening
out of the podcast
literally face palm
I'm palming my face
who approved this
right
there's probably hundreds of people
that approve this
do like
do you guys not understand
the complete
like lack of foresight
like I'm trying to be nice
no someone
someone up here, yeah, Brian said four flame emojis.
That was dumb.
That was one of the most mind-numbing, simple mistakes that I've ever seen.
The fact, and y'all, like, yes, Google Gemini can access real-time information from the web now.
I know, right?
I test these things almost daily, at least not a couple times a week.
But I have about a handful of videos from 2023 and early 2024.
that show Gemini couldn't access Google, right?
You ask it information about an event from three months ago, right?
And it's like, I don't know, right?
It's like using Claude, right?
I can't believe Claude from Anthropics still doesn't have access to the internet,
but that's different, right?
It's not Google, the search king, the epitome of the internet.
How did Google that has more online access than any other company in the world,
has more data points, how do they launch an AI chatbot that didn't have access to Google?
So early versions lacked real-time data, and it relied on outdated info.
Unlike chatGBT, when it first launched, had access to browse with Bing, right?
Microsoft co-pilot, same thing, had access to Bing.
Meta, Lama, when it launched, had access to Google, right?
mind numbingly.
I'm out of words.
I know it's 2024.
I still, I still cannot understand this.
And when I talk about this is ultimately a trillion dollar mistake it is, I'm going to say my hottest takes for number five, I guess.
So mistake number four, limited functionality within workspace apps.
So yes, there's a lot of different ways you can access Google Gemini.
So you can go to the front end.
It's chatbot interface, Gemini.
dot google.com.
You can go to Google AI Studio.
You can go to vertex,
Google's vertex platform.
But also, Google Gemini was kind of rolled out across its workspace apps.
So within your Gmail, right?
If you go to Gmail, there's the little Google Gemini there.
If you go to Google slides, if you go to Google Docs, if you go to Google Sheets, right?
It was absolutely useless for the first, I don't know, three to nine months.
absolutely useless. And I have videos, you know, before you say, oh, Jordan, you don't know what
you're talking about. Look at me. I can go right now. You know, Google, you know, Gemini is great
within Gmail. Yeah, it wasn't for the first three to nine months. I have videos asking it simple
questions about email. Can't do that, right? Google Gemini within Google Sheets asking simple
questions about data analysis, about formulas.
It said, oh, I can't do that.
What can you do?
It literally got this prominent placement within Google Sheets, Google Docs, Gmail, et cetera.
And it did nothing.
It did absolutely nothing except frustrate and show a complete lack of go-to-market
strategy from one of the biggest companies in existence.
Again, facepalm, face palm to everyone at Google from 2023 to mid-to-market strategy.
to mid-20204.
You rolled out Gemini in workspace that did not work.
It was confusing.
And it was just absolutely terrible.
When we talk about trillion-dollar mistakes,
just kept making them.
First couple of years,
Google just kept making mistake after mistake after mistake after mistake after mistake.
There were certain times when preparing for shows,
I couldn't believe that this was a real company.
It made no sense, especially when you saw how much better Microsoft co-pilot was,
especially when you saw how much better chat GPT was.
Yes, you know, chat GPT, you can't access it everywhere in the internet.
But when you saw how two of its closest, how good, two of its closest competitors rolled out the AI technology in early, or sorry, in 2023 in the early parts of 2024.
Asonide.
The early versions of Gemini in its Google workspace literally didn't work.
All right.
So, last but not least, y'all, mistake number five.
And this is the biggest mistake of them all.
Outdated models on the front end.
Okay?
So like I said, you can access Google Gemini in many different ways.
Live stream audience, let me know.
Did you know before you maybe heard from me, did you know that to get Google's latest large language models prior to December prior to this month, you couldn't do it from Gemini.com, right?
The same way that you go to chat GPT, right, the way that chat GPT has it, you know, they update their GPT4O model fairly frequently.
It's always called GPT4O latest.
And, you know, under the hood, usually multiple times a month, they update that GPT40 latest.
And it goes live inside of chat, GBT.
Claude, right?
Even though Anthropic, yes, they just did update Claude 3.5 Sonnet new, right?
But they at least, even though a lot of their models are old and haven't been updated in a while, still what you're using inside the chat interface is the newest model.
Always, right?
Same thing with mistral, meta, et cetera.
How did Google get this so wrong?
Because when you go to Gemini.gov.com, until literally two weeks ago, you had no clue what model you were using, right?
So the last reliable information that I found was from an old blog post that said Google, and I don't even,
even know, right? On my account that I don't have a model switcher for, I have no clue what model
I'm using. Zero clue. And Google, to their credit, ships amazing updates to Gemini, but you can't
access them on Gemini.com, at least not until this month, right? And you had no clue. You had to go
to Google's AI studio, which is really built for developers, right? But for the most part, I think a lot
of us were using a model called Gemini 1.5 Pro 001, which I believe was a May release. So even as
people read, right, and you see these, you know, these LM arenas, the chatbot arena rankings,
right? Google's been crushing it, right? In August, they had a great update, climbed the leaderboards,
November, December, right? They've had some of the most capable large language models over the last
few months.
Not when you go to use it on the front end, you have no clue what you're using, right?
I could be wrong here.
I had some VP level people confirm this on Twitter a couple of months ago.
I'm like, yo, what model?
And I'm asking people all the time because people need trust.
They need transparency, right?
If you're benchmarking different models, if you're trying to find the right model for your
company, you have to know what you're using on the front.
and before you go and integrate on the back end.
This is, I think, big head Jordan coming back in.
This is one of the biggest mistakes that Google made.
When AI is democratized, you have everyday people like you that's listening to this,
like me, you have everyday people making AI decisions for AI strategy, AI implementation,
what model are we going to use, which API is best for which project, right?
for enterprise companies, Fortune 500 companies,
I have more than a handful of actual examples of Fortune 500 companies that I've talked to,
both online and offline, that have made huge multimillion dollar investments into using these products
by first testing them out on the front end.
So Google, I think they finally realize now,
maybe, I don't know, maybe a couple people out there are listening and they got annoyed of me
railing them all the time on this.
But if you put old models, models that are three, six, nine months old on your Gemini, front end,
and you hide it, you hide your new most powerful models on the back end within Google AI
studio, within Vertex, et cetera.
You have non-technical people that have no clue.
I literally know CEOs of Fortune 100 companies that are going in and playing with these large language models, which is great, right?
And then they're like, oh, you know, and then they hand it off to their, you know, C-suite.
And they're like, all right, well, here's what I saw go play with these, right?
It's not necessarily people with PhDs and machine learning that are making these decision for enterprise companies.
It's everyday non-technical people.
This isn't software developers.
This isn't always engineers.
This isn't only CSOs or CTOs, right, chief technology officers.
It's not highly technical people that are making these multi-million dollar decisions for thousands of enterprise companies here in the U.S.
and across the world.
It is non-technical people.
So Google has literally been losing an unforeseen.
amount of money. And that's why I say, yeah, I can point to a $200 billion shortfall,
at least when you compare, you know, Google's market cap gains over the past two years
versus Microsoft and Google, right? But I can guarantee Google has left billions of dollars
on the table because they did not understand that AI is for everyone. And you have literally
large Fortune 100, Fortune 500 enterprise organizations going to Gemini.com, going to chatGPT.com, going to Claude.A.I.
I going to Microsoft co-pilot, playing with models, seeing how they work, and making multi-million
dollar long-term decisions. Because you, Google, decided until this month to completely go forgo,
trust, transparency, and communication.
Fumbled.
So can Google turn it around?
I think they absolutely can.
All right.
So first, we have to acknowledge this month.
Google absolutely crushed it.
All right.
So yeah, I've been hard on Google,
but because they've made boneheaded moves, right?
And this isn't new from Google, right?
They change their names of their products all the time, kill products, bring them back, right?
They make terrible moves.
A lot of them turn out, you know, to be good moves.
Their Gemini, their go-to-market strategy with AI, historically bad.
It will be studied.
But December, this month, December, 24, they turned it around.
So now the Gemini front end, well, if you have a personal.
Gmail account, at least you know you can go experiment, you can, you know, test out their real
models without having to go into Google AI Studio. So now you have Gemini 2.0 Flash
experimental, Gemini 2.0 experimental, and deep research, which I love deep research. It is
far better than perplexity. It is far better than chat should be research. All right.
So you have great product releases.
VEO, it's AI.
Is it VEO or Vio?
Does anyone know?
VEO, it's AI video tool that is completely crushing SORA in head-to-head, you know, comparisons.
Who knows when the general public will get access to VEO2, VEO2, because they announced VEO1 and no one really got access.
So here we are, VEO2, way better than SORA.
Still, no one has access.
But from an AI, from a generative AI standpoint, Google crushed it in December 2024, right?
They didn't go with flashy marketing with the same approach they went with in December 2020,
which was watching a train crash, completely different in December 2024.
No words just shipped, right?
Open AI had their 12 days, you know, 12 days of ship miss, 12 days of open AI, a lot of marketing.
They created live stream events, a lot of eyeballs, right?
In all things considered, Open AI did great.
Gemini said nothing.
No flashy video like the great mistake of 2023, and they just shipped a bunch of products that were better, right?
They stole the show.
They did.
So can Google turn it around?
Well, some signs that lead me to believe, as I just said, their new products, fantastic.
Notebook L.M, probably top three AI tool that exists.
Everyone's sleeping on notebook L.N.
It's amazing.
Got to have someone from the team, from Google's team.
I've been talking with them for a couple of months trying to coordinate them to bring a guest on the show.
So notebook LM is one of the best products I've ever used.
Same thing with deep research.
Did a dedicated show on that a couple of weeks ago.
Fantastic.
They're new models.
2.0 experimental, 2.0 flash chart topping.
Great.
crushing it.
I also think great hire here.
So Logan Kilpatrick was, I think, in charge of, you know, developer, communications.
at OpenAI.
He is now the senior product manager for, you know,
Gemini or Google at Google.
So a pretty key hire there from Google,
taking away who I think is probably one of the most connected people in AI.
I have to think that Google's turnaround had something to do with Logan's work, right?
And I can't even begin to understand the task.
If you started in April of 2024, it takes time to do these things.
So I do believe that we will start to see better rollouts, more developer focus,
but hopefully more of these hit front end users.
And now Gemini finally works in apps, right?
So yes, the front end of Gemini has been improved.
You can, if you have a certain level of Gemini advance, you can select which model you're
using, know which model, have that trust in transparency. But also now, Gemini finally works within
those apps, right? The same simple things it couldn't do like in Gmail, recap this email,
summarize this email. Hey, Bill from accounting emailed me a couple of weeks ago. What did he say?
Right. Google Gemini couldn't really do anything of use in Gmail, in Google Docs, right?
In Google Docs, it's right for me or write with me feature. Just wrote things.
that weren't related to the document that you were working on, right?
Same thing in sheets.
Google Gemini did nothing.
It did absolutely nothing.
I have videos where I said, hey, create a formula.
I can't do that.
Hey, you know, tell me five trends in this spreadsheet.
Can't do that.
You know, ask simple questions about something in Google sheets.
Can't do that.
Now Google Gemini actually works.
So can Google turn it around?
Yes.
I think this month, the past two weeks, now,
show that OpenAI actually has a real competitor in Google.
Three months ago, I'll say this.
I was wrong.
Three months ago, I said OpenAI is so far ahead,
no one's going to catch them.
They have competition now, right?
They have competition now.
Yes, Microsoft, right?
But Microsoft uses OpenAI's GPT40 technology.
but when it comes to models, when it comes to a platform, I said no one's going to be able to catch chat,
GBT.
Google, you've got our attention now.
Don't fumble it like you did in December, 23.
All right, I hope this was helpful, y'all.
If it was, please repost this share it with someone who needs to know.
And this is the last show of 2024.
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