GOOGLE'S HUGE AI Announcements to Take Down OpenAI & Microsoft (Supercut)

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Time saved: 91 minutes. HUGE AI announcements from the latest #google Cloud Next keynote presentation across the entire Google ( GOOG stock ) AI products and services suite, including answers to competitor technologies from #openai like #gpt4 , #chatgpt , and #sora and many Microsoft ( MSFT stock ) products, e.g. Azure AI and Windows Co-pilot.
Highlights include Gemini 1.5 Pro's MASSIVE 1M token context window, Imagen 2.0 image generator, Google Cloud integrating #nvidia ( #nvda stock ) Blackwell B200 and GB200 superchips AND them coming out with their new Axion ARM-based CPU which could make Google stock one of the best AI stocks to buy now!
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» Main Street Data (Best Financial Charts): mainstreetdata.com/subscripti...
» Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
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Timestamps For This Google Cloud Next Supercut:
00:00 Google CEO Intro & AI Hypercomputer
05:50 Google Axion Data Center ARM CPU
07:25 Gemini Grounding & 1M Token Context Window
13:11 Google Gemini 1.5 Pro Actions & Extensions
17:47 Google AI Vids Joins Google Workspace
19:40 Google Imagen 2.0 AI Image Generator
21:26 DEMO - Google Gemini AI Creative Agent
26:07 DEMO - Google Gemini AI Code Agent
Resources & References:
» ‪@googlecloud‬ Google Cloud Next '24 Opening Keynote: • Google Cloud Next '24 ...
» Nvidia GPU Advances: • NVIDIA'S HUGE AI Chip ...
» Nvidia AI Advances: • NVIDIA'S HUGE AI Break...
» OpenAI Dev Day: • OpenAI & Microsoft's H...
» Google AI War: • The AI War Has Begun! ...
🙏 Thanks for watching!
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All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
See additional disclosures at tickersymbolyou.com/disclosures/

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25 июн 2024

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Комментарии : 334

@TickerSymbolYOU 2 месяца назад

Do you think Google Gemini 1.5 Pro can compete with OpenAI and Anthropic now that it has a 1M Token context window (!!!) and has actions & extensions? » My Top AI Stocks for 2024: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-jG0gBi7Ps4U.html » Get My AI Stocks & Price Targets: www.tickersymbolyou.com/ai

@stuccovilla7764 2 месяца назад

They keep talking about a million token context windowb but it is a microscopic context window. Never been able to get near a million tokens and I have pro

@Coeus-oc7qp 2 месяца назад

Looks like the father of modern AI is back in action. All LLM are based on the transformer architecture which is a creation of Google. After Google introduced Knowledge Graph Facebook, LinkedIn, Airbnb, Microsoft, Amazon, Uber, eBay started using it. Even if we talk about the success of LLM, a bigger success of the decade got unnoticed by many, which is Alphafold, another creation from Deepmind of Google. Deepmind is deeply involved in working with healthcare providers to make some real change apart from commercial usage.

@taijistar9052 2 месяца назад

Is google an India company?

@Antonypeiris 2 месяца назад

@@stuccovilla7764 You have Gemini pro?

@YSKWatch 2 месяца назад

google software quality declined for years already (I'm a software dev), I will never bet on google.

@waterbot 2 месяца назад

thanks man, feels like we've been waiting for the tpu v5 for too long

@hmuller 2 месяца назад

Finally we are starting to se LLMs streamlined in way that actually makes us more productive. Really extiting to see what this will unlock when the lmms becomes better at planning and reasoning.

@RajaseelanGaneswaran 2 месяца назад

This is a great SUpercut. Thanks!

@TickerSymbolYOU 2 месяца назад

Glad it was helpful!

@larswillsen 2 месяца назад

Here's what the insurance companies will use AI for: To avoid paying out anything for anyone .. their agenda is clear, to never have to pay out a dime. How I know? - I was hit by a stroke, and suddenly all my expensive insurances was worth zero. I was an assembly coder since the late 70s, I know everything from static to neural etc. It's not exclusively good thing that will happen.

@MrZ4speed 2 месяца назад

It's my belief that insurance companies should be nonprofits, making a business about minimizing payment when people need help the most is unethical.

@lukesutton4135 2 месяца назад

Anything government backed, especially government forced, is a scam. Praise Jesus, King of Kings, the only legal authority on Earth.

@saulg195 2 месяца назад

Ask AI to deny this mans claim.

@cubertmiso 2 месяца назад

@@MrZ4speedsomeone would game that nonprofit for sure. but maybe it could work if you can keep out bad actors somehow. another way is to stash that insurance money and pay it to yourself.

@GrumpDog 2 месяца назад

Which is why it's time for an entirely new paradigm and new system. Throw out the old system, it's no longer compatible with where technology is taking us!

@rolestream 2 месяца назад

Technically it was perfect. Now this time do it with feeling. Gemini itself could have delivered this with more gusto, spontaneity and passion. Tedius bunch of corporate nothing.

@kg3436 2 месяца назад

The Google version of Palantir's AIP.

@andreas_tech 2 месяца назад

I like your stats in the vid. Great work👍

@TickerSymbolYOU 2 месяца назад

Appreciate it!

@1mm0rtaldreads 2 месяца назад

Until they get rid of the insanely broken censorship pn the google ai its basicly useless

@jryde421 2 месяца назад

Yeah the censorship is too much

@TheRealUsername 2 месяца назад

Not only that, Gemini advanced lacks of lots of features compared to ChatGPT Plus.

@cagnazzo82 2 месяца назад

There's censorship sliders on Google's AI Studio. I opted to slide all of it down but haven't pushed the boundaries.

@Wobbothe3rd 2 месяца назад

I agree but LLMs are only a small part of the picture.

@GreenTorque 2 месяца назад

Give me an example of prompts you're feeding it which you claim is censored

@MetaGPT 2 месяца назад

Stock price is shooting up

@addy_mha6376 2 месяца назад

Hi Alex Can you do a follow up deep dive with DNA ginko bioworks don’t have much info on company however is the thesis the same for the company as your last video a few years back?

@antoniomonteiro3698 2 месяца назад

gemini: How do I reduce the reverberation in my presentation theater?

@TickerSymbolYOU 2 месяца назад

No kidding. I even have a DeReverb filter on all the dialogue (if you can believe it). I did the best I could without making everyone sound like a robot

@theowenssailingdiary5239 2 месяца назад

Exactly!

@c4un544n5 2 месяца назад

Now that I've read this comment I cannot un-hear the reverb in the video 😭

@BoboJr3 2 месяца назад

Gemini just told me to remove the walls and ceiling….. Or turn down the crowd microphones.

@SamsLiberty 2 месяца назад

"Note the regionalism..." We don't know how to change that, but it is super multicultural.

@xpaulyxable 2 месяца назад

AI powered DEI. Now with less productivity and more non-English compute tokens 😶‍🌫😶‍🌫😶‍🌫

@lysambodia 2 месяца назад

Multicultural but Indian accent please

@christopherknight5526 2 месяца назад

How long until Google sunsets code assist?

@gabydewilde 2 месяца назад

When it gets popular enough for the board to notice it exists.

@waynevdwalt9070 2 месяца назад

Thank you. Why don’t you add a short comment to these at the end? Just a thought

@TickerSymbolYOU 2 месяца назад

I usually cover them in a separate video. I make these for people who just want the info without a biased opinion

@henrik5761 2 месяца назад

The echo is impressing

@TickerSymbolYOU 2 месяца назад

I know 🥲 I even put a DeReverb filter on everyone (lowers echo) and ramped it up until people started sounding like robots. The echo in the original is MUCH worse.

@s.patterson5698 2 месяца назад

In the hands of ethical people this would be a phenomenal tool, unfortunately, such people no longer exists.

@nickj8 2 месяца назад

Great presentation but what they presented here doesn’t change that over arching thesis. Google’s superpower and differentiation is they have their own compute infrastructure in TPU allowing them to manage costs decoupled from Nvidia while competitors are only now starting investment in their own silicon, but they still have to deliver on all of these promises this while avoiding cannibalising their core Ad business. When you have as much market share as Google, they need lose only a fraction of that share for the market cap will crumble. These features, tools and embedded Ai enabled functions are excellent but ultimately all that matters is integration while simultaneously maintaining the cash cow.

@TickerSymbolYOU 2 месяца назад

100% agree, but I do think they're using these same AI capabilities and hardware infrastructure for their ad business today AND whatever they're building to cannibalize it in the future. Google is probably the best example of the modern-day innovator's dilemma

@nickj8 2 месяца назад

@@TickerSymbolYOU i share you’re sentiment and believe you’re right. The best demonstration of AI being deployed to boost an existing offering is Meta and their ability to circumnavigate Apples rules, whereas all Google can do with improved targeting/arpu is maintain share given they own one platform in Android and have a strategic relationship with Apple for the remaining mobile install base. I think the reality for Google is to plant as many seeds as possible even if they make mistakes. The potential Apple collaboration with Gemini is interesting but even this remains confusing given Apples ‘security’ principles and Google’s need to capture that Gemini usage data to really get value from it. Maybe they make Android so powerful with Gemini they recapture market share or raise costs but does that even move the needle? as you say, it’s a perfect innovators dilemma setup that is showing no signs of changing, yet

@percy9228 2 месяца назад

I was thinking about this last night. Not only Google have their own competitive chips that they are using themselves, the chips are cheaper to buy and cheaper to run and can be fine tuned but they also rent out the same hardware when not needed which further reduces the cost. AND. they will buy as much Nvidia hardware as Nvidia will sell to them because of two reasons. They are amassing enormous commute and second reason is that they starve other companies and therefore maintain their enormous lead. Google will do for AI what amazon did with the online cloud AWS. To focus on AI on all stack 10 years ago has made them a leading horse in being a big player.

@jpl0202 2 месяца назад

Never bet against the cash 🐮

@percy9228 2 месяца назад

@@jpl0202 tell that to kodak, blackberry

@Tanya401life 2 месяца назад

Alex, thank you for this! Google is trying to stay on top with exclusive AI tools but I’m not sure their strategies will out do Open AI. Either way I’m bullish!

@MrErick1160 2 месяца назад

ok Google!! you're fucking back in the game!!!

@srinivasa_kasimahanthi 2 месяца назад

Nice to see this. But where is the prediction model

@dashriprock592 2 месяца назад

SKY NET has nothing on A I. We have all witnessed our Oppenheimer moment

@kentinspacetime5378 2 месяца назад

The whole promotion just gave me a splitting headache!

@Akiozumi 2 месяца назад

ok but can you make ytp with google vids?

@naveent6454 2 месяца назад

Chatgpt > Gemini

@jogoeire 2 месяца назад

Is that Cymbal Fintech site built with google sites or something? How technically could Gemini surface in that site ?

@Ed-Shibboleth 2 месяца назад

jaw dropping-ly insane!

@TickerSymbolYOU 2 месяца назад

right?! 🤯

@am-techam-tech9342 2 месяца назад

Some of that sounded very Palantirian.

@Frenchieeeee 2 месяца назад

i'm basically shorting everything you've recommended and have been making a killing lol.

@sebastianrodriguez672 2 месяца назад

Then you are a legend, make money shorting in this bull market. So fake...

@DustinBentley 2 месяца назад

@@sebastianrodriguez672His name is Frenchie because he’s full of BULL, dawg. 😂

@DihelsonMendonca 2 месяца назад

When they learn to serve me completely, it would be good. Here there are much work to do. 💥

@rsum123able 2 месяца назад

Can't wait for quantum processors to be developed😁

@Abstered 2 месяца назад

quantum procesor should be for particle and atom simulation not for computing is a complete diferent system, like a cpu is diferent from a gpu

@jaxx4040 2 месяца назад

@@Absteredfunny thing is with Blackwell and Hopper, it’s literally all the same thing at this point :P

@Saiyajin47621 2 месяца назад

Wow. Can’t wait to use all these amazing new tools. 🎉

@TickerSymbolYOU 2 месяца назад

I'm excited for the Workspace ones particularly

@Walczyk 2 месяца назад

8:13 i tried do this but gemini wouldn’t do it lol, it was a pdf

@raziurrehman163 2 месяца назад

What about Google SGE, when its official available ?

@jewbagel5969 2 месяца назад

Does anyone understand what they are saying. I feel like I don’t grasp the numbers of these earnings calls the past two years

@UnchartedWorlds 2 месяца назад

they dont understand what they are saying, they are like train on rails

@marklapis7569 2 месяца назад

Use AI to understand it.

@bazoozoo1186 2 месяца назад

They do it on purpose

@theoldgods8229 2 месяца назад

Alphabet is too comfortable and full of actives to lead in any new industry. They bought Deepmind 10 years ago and completely dropped the ball with AI.

@stevefitzsimons5336 2 месяца назад

But they have lost control of the code, does the AM also design it's hardware, of course it does

@AllenSA_airohaSun 2 месяца назад

Thank you Sir

@823RayRay 2 месяца назад

Feel that Google is finally working in right direction

@user-cc5pq4yp8u Месяц назад

If it’s anything like Bard, I’m not all that excited

@tobberknudsen1 2 месяца назад

Soooo is it a buy? 😍

@-Aar-n 2 месяца назад

We’re scaling while critical (level 10) CVEs are being published - God help us

@Linux333 2 месяца назад

Some should be 11/10

@lesleytian5600 2 месяца назад

From the introduction, can't see any differences with Open AI empowered Microsoft work software.

@MadhulikaSingh1 2 месяца назад

Impressive

@rebelracellc 2 месяца назад

how much does all this cost?

@MrJGxx 2 месяца назад

Too bad AI wasn't used to remove the echo from the video 😉

@TickerSymbolYOU 2 месяца назад

I know 🥲 I even put a DeReverb filter on everyone (lowers echo) and ramped it up until people started sounding like robots. The echo in the original is MUCH worse.

@user-rx5sb3hs4d 2 месяца назад

Google search already have 90% market share. It's more of a defensive play. I will rather buy MSFT.

@dreamphoenix 2 месяца назад

Thank you.

@TickerSymbolYOU 2 месяца назад

My pleasure!

@hasansalame Месяц назад

17:38 What did he tell them during the call at 4:15?

@TickerSymbolYOU Месяц назад

👀

@ShonMardani 2 месяца назад

Is this a hardware or software solution?

@sub.matter1410 2 месяца назад

Software

@LoisSharbel 2 месяца назад

So happy to see Sundar Pichai releasing the superior capabilities Google has developed! This is a man I trust, keeping me loyal to Google as we move into the treacherous year ahead. Too many egoists racing headlong into uncharted worlds!

@marktwain5232 2 месяца назад

Yes. Very impressive. It looks like Google has kept its powder dry in all this so far and has now come out throwing thunderbolts on Mount Olympus. That 1 Million Token Context Window has my attention ... BIG TIME!

@LoisSharbel 2 месяца назад

Amazing ! One unbelievable development after another! It's hard to absorb so much magic at once. Kudos!!!

@TickerSymbolYOU 2 месяца назад

Couldn't agree more! 🤯

@otterguyty 2 месяца назад

Google got caught with thier pants down with openai. Watching them scramble to get Gemini up to par has been pretty funny.

@ali.saghabashi 2 месяца назад

Gemini 1.5 Pro is the best currently

@TomBTerrific 2 месяца назад

This is going to be great provided it isn’t manipulated. It will show how overpaid people are compared to their productivity. Truly level playing field to remove bias from any argument. Get ready to be accountable.

@user-iz2vp2ph4z 2 месяца назад

once they have one of these things that can put together medical compounds and proteins and can predict accurately how compounds will react to the human body, or they can ask for a result and it can come up with a compound that it "thinks" might work for (fill in the blank)

@yingkenney3507 2 месяца назад

Feel like the CEO has no control of his company. He needs to be replaced to have a better leader to lead Google

@Sarelzayeth 2 месяца назад

I dislike the term hypercomputer as it kind of implies something that could solve the halting problem or similar. It's just a very big supercomputer.

@theowenssailingdiary5239 2 месяца назад

You think they would find a place without an echo. Sounds like a town hall.

@TickerSymbolYOU 2 месяца назад

You should hear the original 🫠

@srinivasa_kasimahanthi 2 месяца назад

How many companies can go upgrading their infrastructure with powered GPU’s and TPU’s. Need to collaborate with Nvidia

@vp5335 2 месяца назад

The fact that Microsoft is in head of this game with Open Ais technology Google will have hard time catching up but still they will have there place like Amazon aws introduced azure is catching up but most probably Microsoft has a upper hand in this

@sujith123 2 месяца назад

The products were launching now, were of building our world to a bit more stronger level. If we see from past, the technology we are having were of a bit not utilizing the speed of electricity at extent. To support the speed there is a need of supportive material too. If we are talking about processing world, all constitute of very or delicate technology comparitive to electric value. With the gradual advancement happening through research where different elements of computer got supporting more advanced attributes in form of view, rendering from different parts of same and sitting entirely place were at optimized phase. The advantages of technology and solutions we saw and want to understand them throughly to make the possible of users to see no lag world for any type of query they are looking for, it is of computer world to identify and work on technology meeting solutions for the syncing with all sector and divisions of same sector companies to align world in same level.

@rdgale2000 2 месяца назад

It looks like Nvidia will have a foot-up with it's work with Google.

@user-kt2kz5qg4z 2 месяца назад

What they said: We are better than the others; we want to own ALL of 'your' data and Top Secret data from your gov't, too! Also; Our search engine is Truthful and Non Censored (HA!) and we have more data and will have more video to completely train our AI on YOU and YOURS. We mean to own you !

@ElektroKinetik 2 месяца назад

Why isn’t ai looking at the human genome? Figuring important things??

@nicknames5325 2 месяца назад

Why all the people presenting google are from India?? Btw, what’s so special about it if Gemini does all the work how much will I get payed, crumbs?

@ReneReacts 2 месяца назад

Because India produces the largest number of tech professionists in the world, so it makes sense there would be a lot in the top tech companies

@dgaz3057 2 месяца назад

@@ReneReacts No they work cheaper that's the real reason and not a penny more.

@Wobbothe3rd 2 месяца назад

The native born Google employees are too woke to be allowed on camera.

@ChrizzeeB 2 месяца назад

You think the Indians presenting in this video are underpaid?😂@@dgaz3057

@ReneReacts 2 месяца назад

@@dgaz3057 thats a very simple and reductioinist way to look at it. I happen to be in the tech world and I happen to have worked in multiple countries, including India and the way it works is that everyone works for what their market rate is, and this is usually set on a country and region level, some countries like India certainly are extremely competitive and the work culture in general is pretty brutal, so people really have to be good to make it, this drives the cost of labor down, there is also of course an abusive element on the companies side and the tech industry has used (and abused) this for years in the same way other companies have used Chinese labor but if an Indian person works to another country, they get paid the market rate from those places, I work in Netherlands, and Indians, Mexicans, Dutch, German, Brazilian, we all get paid based on market rates and bands, not on nationality.

@ritsukasa 2 месяца назад

may be if you remove 95% of google's processing power, they will make big progress. Because it's as if too much power give them too high glycemic level. That would explain everything hapenning in their minds when they released the polemic Gemini

@nrvijayakumar Месяц назад

What is the difference between you and gpt.. Simple no trial plans

@YesCivic-R 2 месяца назад

I wonder if Google AI has a neuralink.

@___OmerAJ___ 2 месяца назад

wow ❤

@eaason3867 2 месяца назад

What if a code agent to become a code smasher?

@mctainshcom 2 месяца назад

If it was any good they would have asked it to make a plugin for Visual Studio. It only supports VS Code. If only there was a coding AI that could write that.

@janesung819 2 месяца назад

Gemini more useful in Taiwan because the data background

@pratimputatunda9384 2 месяца назад

Sundar, desperately trying to catch up with Microsoft/ChatGPT after sleeping on the wheel! 😂 (Cook is still sleeping)

@dadsonworldwide3238 2 месяца назад

It's our American infrastructure that's been inside out upside down that's an issue. If it was 1945, we wouldn't have as many obstacles in the way created under such an anomalous stepping stone period of time and way of life. Other parts of the greater world that only industrialized long after the transitor age just didn't have the same phases or lingering grand fathering issues we will have to establish for what was once championed as modern is now antiquated 😆 I'm jealous of youth getting to build out they're future

@erandeser5830 2 месяца назад

All very well. But start to rum Maps properly. Got fooled 3x today.

@SherkenVlog 2 месяца назад

AI Prompt Engineers Will Be The Next Highest Demanding JOBS in the history. Remotely Accessible From Home.

@klaushermann6760 2 месяца назад

But wasn't I using Gemini pro 1.5 for free at Google ai studio?

@Walczyk 2 месяца назад

that’s what i was doing lol, i think we were still private though

@kathrynoneill81 2 месяца назад

Energy use? Look up this one: "AI already uses as much energy as a small country. It’s only the beginning The energy needed to support data storage is expected to double by 2026. You can do something to stop it."

@marktwain5232 2 месяца назад

AI energy use is beneficial to humanity. Bitcoin mining has been totally immoral since Day One. Shame. Shame. Shame. Declare it illegal or tax it, then channel the energy to AI infrastructure support.

@NZDAPH4N70MN 2 месяца назад

ai needs to help google read the feedback they get to keep up with ppls needs

@DanV18821 2 месяца назад

Forrester isn't worth much. Those companies will rate you as anything you want if you give them $1M.

@RhumpleOriginal 2 месяца назад

If it snaps at me then it's still trash. The thing is very sensitive about a lot of stuff and is very agressive and rude in it's responses.

@Mrbriangalvan 2 месяца назад

All this pomp and fluff, but it still is useless when you get them babysitting you on outputs you want

@sirus312 2 месяца назад

IBM is the stock you want

@MatthewMS. Месяц назад

IBM? Intel, AOL, Blockbuster Video

@ReginaHickman-mw7cw Месяц назад

Not just me and Tech my son and father

@bitwamet 2 месяца назад

Unless you don't make AI free without Ads there is no scope google stay upto the mark and youtube competition will come without ads soon and people will shift don't worry too much ads killing youtube

@d47rk Месяц назад

Nvidia is indeed selling shovels in this AI gold rush.

@ryen49 2 месяца назад

i'm an nvidia fan so its hard for me to watch this lol but i own google and tons of nvidia

@TickerSymbolYOU 2 месяца назад

I don't think Nvidia and Google really compete. I own both as well

@petratilling2521 2 месяца назад

“took our next big dump on our customers and society as a whole” This man should be fired.

@dgo8509 2 месяца назад

Manhattan project level sales pitch to grab part of the ai market share crumbs; This is just a half baked attempt to be on par with competitors having proven software with proven use cases already getting results for military, and consumer.

@roadrunner2380 2 месяца назад

If it can innovate your business, it can also destroy it. How will this be avoided.

@lasselasse5215 2 месяца назад

Then there's hope for Google to fix their utterly flawed Android keyboard to have at least fundamental AI capability! /waiting for that since a decade ago