Their AI strategy is just baffling. It lacks direction and vision.
They have a thinking model way back ago, which is pretty good with clean CoT and good performance close to R1. But it never gets any marketing whatever.
Veo2 has really good performance too, yet it is so slow in its rollout now Chinese competitors are getting all attentions because it is just easier to access.
It feels to me that Google is reliving its experience with messengers where you they have multiple competing roadmaps from different parties. The execution is disoriented and slow.
They will have to catch up in 2025, the fact grok is this good in one year is a wake up call to everyone, especially Google.
If they failed to do so, Gemini is going nowhere, it already has no tractions outside of Google, nobody’s first instinct when it comes to AI is Gemini
The Transformer LLM came from Google's NLP research and input method(phone keyboard) development. Prompt processing and next word prediction is exactly what CJK keyboard software always did for past 30+ years, only datacenter sized now.
Doesn't ring a bell that very few, if any, of "AGI achieved" people seem to have backgrounds with or exposures to either classical NLP, or Google, and/or cultures that make heavy use of IME? To me the situation looked like that Googlers "have seen that trick" previously, and are doing bare minimum to defend the company from losing presence in this AGI hype storm.
I think its 2 things, but Google is big and slow but also they do not need to monetize the models like OAI. If they believe models get commoditized (Meta's plan), heavy investment is wasteful. AI summaries keeping Search strong and people using the Google bar instead of chatgpt is probably their priority.
They have Gemini and rolled out AI in Workspace and I believe they still have the most capability million token model
I don’t think it is do not need to, it is mainly they can’t at this moment. None of their LLMs are better than competitors, then it is not monetizable.
ChatGPT is already top 5 websites people visit, it is behind Google, but it will eat into its business very soon. That will happen regardless.
> Their AI strategy is just baffling. It lacks direction and vision
It's an artifact of their size -- no large corporation has vision or direction. Best they can aspire to is "stay the course". It's just something that inevitably happens as companies grow and age.
They have a thinking model way back ago, which is pretty good with clean CoT and good performance close to R1. But it never gets any marketing whatever.
Veo2 has really good performance too, yet it is so slow in its rollout now Chinese competitors are getting all attentions because it is just easier to access.
It feels to me that Google is reliving its experience with messengers where you they have multiple competing roadmaps from different parties. The execution is disoriented and slow.
They will have to catch up in 2025, the fact grok is this good in one year is a wake up call to everyone, especially Google.
If they failed to do so, Gemini is going nowhere, it already has no tractions outside of Google, nobody’s first instinct when it comes to AI is Gemini