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The problem with Google is that they keep putting out "videos" but almost ship an actual product. I'm not sure what's the end goal of this other than "get some

The problem with Google is that they keep putting out "videos" but almost ship an actual product. I'm not sure what's the end goal of this other than "get some people excited" or "justify R&D spend to shareholders". This is a great achievement and I'm not underestimating the work of the people involved. But similar videos have been put together by many research labs and startups for years now. I feel like Google's a bit lost. And Sundai's leadership has not been good for this, if we're honest. GOOG is around the same price as it was in 2022, which means the AI wave went by through them with zero effect. With other tech companies doubling/tripling their market cap during this time, Sundai really left 1 trillion of unrealized value on the table (!); also consider Google had all the cards at one point, quite mediocre imo.

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hermannj314 2y ago
I'm cynical, but several hundred thousand patents are issued every single year, if you don't get one then your competitors will. You don't have to release a profitable product, but to compete over the next several decades you are going to need to own valuable land in remote territories where patent wars being fought today. I'm guessing Google's meta-strategy is a type of patent-colonialism.
- moralestapia 2y ago
  >You don't have to release a profitable product I see, are you a VC in the valley?
pb7 2y ago
>GOOG is around the same price as it was in 2022 Even after the massive total market correction in the last few weeks, the earliest that GOOG was the same price as today is not even a full year ago. In fact, it's up 90% since 2022.
- moralestapia 2y ago
  What? Any stock market source would tell you GOOG was ~140 USD at the start of 2022. Today it is ~170 USD. A 20% increase over three years, about the same rate as inflation and S&P. This is extremely trivial to verify. Was this written by a GPT bot?
  - cvhc 2y ago
    This really depends on which day of 2022 you start the calculation. But to be fair, you can claim the same for AAPL (+25%)/MSFT (+22%)/AMZN (+22%)/... It's just the up and down of the entire market (and these big techs dominate S&P 500). I don't think that actually indicates anything.
    - deleted 2y ago
      [deleted]
    - moralestapia 2y ago
      [flagged]
      - cvhc 2y ago
        My friend why so irritated... I was just explaining why you two got different numbers. And my numbers of other companies are also calculated from the start of 2022. I guess my broken English doesn't match today's bot quality :)
      - Ukv 2y ago
        > But I did specify "start of 2022". Your initial comment didn't: > > GOOG is around the same price as it was in 2022 That's the comment pb7 replied to by saying it's up 90% since 2022 (which is true, or even an underestimate, depending on where you measure from) and to which you responded calling them a bot because your own measurement, from the start of the year, gives a lower number. cvhc is pointing out that it's the different choice of where to measure from that caused the difference in results - neither are incorrect.
Unroasted6154 2y ago
Both models mentionned in the article are available, Gemini robotics for partners only, and Gemini robotics ER in private preview.
robotresearcher 2y ago
What’s the problem? They produce really good research, funded by their ad business. Transformers, Waymo, this robot stuff. Sure, there’s almost nothing for you to buy from them right now from these efforts, except to the extent that it contributes behind the scenes to their ad business. That might be a problem for them, but not for the rest of us that benefit from the publications, software and services.

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hermannj314 2y ago

I'm cynical, but several hundred thousand patents are issued every single year, if you don't get one then your competitors will. You don't have to release a profitable product, but to compete over the next several decades you are going to need to own valuable land in remote territories where patent wars being fought today. I'm guessing Google's meta-strategy is a type of patent-colonialism.

moralestapia 2y ago
>You don't have to release a profitable product I see, are you a VC in the valley?

pb7 2y ago

>GOOG is around the same price as it was in 2022 Even after the massive total market correction in the last few weeks, the earliest that GOOG was the same price as today is not even a full year ago. In fact, it's up 90% since 2022.

moralestapia 2y ago
What? Any stock market source would tell you GOOG was ~140 USD at the start of 2022. Today it is ~170 USD. A 20% increase over three years, about the same rate as inflation and S&P. This is extremely trivial to verify. Was this written by a GPT bot?
- cvhc 2y ago
  This really depends on which day of 2022 you start the calculation. But to be fair, you can claim the same for AAPL (+25%)/MSFT (+22%)/AMZN (+22%)/... It's just the up and down of the entire market (and these big techs dominate S&P 500). I don't think that actually indicates anything.
  - deleted 2y ago
    [deleted]
  - moralestapia 2y ago
    [flagged]
    - cvhc 2y ago
      My friend why so irritated... I was just explaining why you two got different numbers. And my numbers of other companies are also calculated from the start of 2022. I guess my broken English doesn't match today's bot quality :)
    - Ukv 2y ago
      > But I did specify "start of 2022". Your initial comment didn't: > > GOOG is around the same price as it was in 2022 That's the comment pb7 replied to by saying it's up 90% since 2022 (which is true, or even an underestimate, depending on where you measure from) and to which you responded calling them a bot because your own measurement, from the start of the year, gives a lower number. cvhc is pointing out that it's the different choice of where to measure from that caused the difference in results - neither are incorrect.

Unroasted6154 2y ago

Both models mentionned in the article are available, Gemini robotics for partners only, and Gemini robotics ER in private preview.

robotresearcher 2y ago

What’s the problem? They produce really good research, funded by their ad business. Transformers, Waymo, this robot stuff. Sure, there’s almost nothing for you to buy from them right now from these efforts, except to the extent that it contributes behind the scenes to their ad business. That might be a problem for them, but not for the rest of us that benefit from the publications, software and services.