Google

Google just launched “Earth AI.” Kudos and thank you to Christopher Phillips, James Manyika, and the team. The world is a better place today. They’ve also raised public awareness and set a higher bar for what planetary-scale awareness could and should be, and how AI can help get us there. Many have asked me for hot takes, since I’m also deep in geoAI. IMO Google also leaked that their geo moat is getting weaker. Their tech paper makes clear this is more about smart orchestration of (open) models than throwing compute at closed data. Earth data — “the other trillion tokens of AI” — is not incremental to text/images but orthogonal. ...

AI dominates every digital space. More specifically OpenAI with ChatGPT and GPT4, clearly outperforming [at least in public perception] usual suspects like Google who claimed to be “AI first”, since 2016. The irony is that OpenAI uses Transformers for its star product ChatGPT and friends, which is a Google invention from 2017. There are many reports that Google sounded the alarm to catch up, and yesterdays Google IO shows they are all-in. But a comparison between OpenAI and Google strategies, in my opinion, reveals starkly contrasting strategies: OpenAI goes loudly and boldly all in on generative text, and Google (more silently) on embeddings. ...