Latest / In the Loop AI / Inside Google's AI Slump: Can Gemini 4 Argon Fix It?
Transcript
- 0:00Ejaaz: When it comes to AI, Google is a company that you would expect to see at the top.
- 0:03Ejaaz: And yet over the last six months, they've suffered a bit of a fall from grace.
- 0:07Ejaaz: Their flagship model, Gemini, which peaked at the end of last year,
- 0:11Ejaaz: has suffered delay after delay after delay, with companies like Anthropic,
- 0:15Ejaaz: OpenAIR, and even Meta running complete circles around them.
- 0:18Ejaaz: I think 15 brand new AI models has dropped since Google's last one has.
- 0:22Ejaaz: But the bad news doesn't stop there. Google has also recently lost key members
- 0:27Ejaaz: of staff from their AI team, the most prominent one being Demis Hacibis,
- 0:31Ejaaz: the AI CEO of DeepMind, who started the whole thing at Google.
- 0:35Ejaaz: He's had to step away to focus on other things, but they also lost their chief
- 0:39Ejaaz: AI scientist, Jeff Dean, who, for all intents and purposes, is the godfather of Google.
- 0:46Ejaaz: He's responsible and the man behind 90% of Google's hit products,
- 0:50Ejaaz: including the TPUs that power Gemini and power other models like Claude and ChatGPT.
- 0:55Ejaaz: As well as having his hands in several other of foundational research papers
- 0:58Ejaaz: that has given birth to modern day AI as we know it.
- 1:01Ejaaz: That guy also left citing reasons that he can't do the work that he wants to
- 1:06Ejaaz: work on at Google anymore. And so the public reaction was understandably catastrophic.
- 1:11Ejaaz: The stock dropped 5% over a matter of hours, losing the company tens of billions of dollars.
- 1:16Ejaaz: But recently, I think things have started to shift. Now, of course,
- 1:20Ejaaz: Google in itself, on its own, without all the AI stuff, is a massively successful
- 1:24Ejaaz: company. They're the third most valuable company in the world. I'm not negating that.
- 1:28Ejaaz: But if AI is set to be the future, it's important that a company is able to pivot.
- 1:33Ejaaz: When I look at the likes of Meta, when I look at the likes of Amazon,
- 1:35Ejaaz: although they're operating in different spheres, they are able to focus and
- 1:39Ejaaz: spend so much money and time and resources in trying to figure out the AI thing.
- 1:43Ejaaz: And Google started very much in the same way. They've been arguably the longest
- 1:48Ejaaz: company in this game spanning back decades and decades.
- 1:51Ejaaz: And so after this recent shift in staff, time and resources,
- 1:54Ejaaz: it's important that they're able to get their foot back into the race.
- 1:57Ejaaz: And we might be starting to see it.
- 1:59Ejaaz: Just last week, they released Gemini 4 Argon, or at least they announced it.
- 2:04Ejaaz: And if benchmarks are anything to go by, this model is pretty powerful and can
- 2:08Ejaaz: compete with the best of the best from Anthropic and OpenAI.
- 2:11Ejaaz: But they also recently, in fact, today, as I'm recording this,
- 2:14Ejaaz: released Nano Banana 2.1, their brand new image generation model.
- 2:17Ejaaz: So we're starting to see more releases from Google.
- 2:19Ejaaz: And on this episode, I want to dig into what's happened, where Google is at
- 2:23Ejaaz: right now, and what the future might look like. All of this and more on today's
- 2:26Ejaaz: episode of In The Loop, brought to you by Qualcomm.
- 2:33Ejaaz: Now, very quickly, before we get into it, you might be wondering,
- 2:35Ejaaz: Ejaz, this is a different setup and you're missing a co-host.
- 2:38Ejaaz: There's a ton of updates that have happened for the show.
- 2:41Ejaaz: Go and check it out on our video that we posted two days ago.
- 2:44Ejaaz: It's on our channel and we'll explain everything there. But long story short
- 2:47Ejaaz: is Limitless is evolving into a new brand refresh called In The Loop,
- 2:52Ejaaz: but it's very much the same DNA of the show. And we're going to be coming to
- 2:55Ejaaz: you every single day of the week with the latest and greatest in AI and frontier tech.
- 2:58Ejaaz: All right. So now setting the stage for Google as a company.
- 3:02Ejaaz: Now, for the last seven months, Google has basically had their best model underperform
- 3:09Ejaaz: every single flagship product that Anthropic and OpenArea have put up.
- 3:14Ejaaz: And I mean that for every single model, including Opus, including Sonnet,
- 3:19Ejaaz: which are typically the cheaper, less impressive tiers from Anthropic,
- 3:24Ejaaz: including Sol, including Luna and Terra, which again, are the lowest equivalents
- 3:30Ejaaz: coming from open air, their cheapest and technically worst models would still
- 3:34Ejaaz: outperform Google's best.
- 3:36Ejaaz: And that's weird, because at the end of last year, Gemini was on top and they
- 3:40Ejaaz: had a meteoric comeback where they kind of had the lead back in the day before GPT came out.
- 3:47Ejaaz: And then GPT came out and took the world by storm. And Google was criticized for not being able to.
- 3:52Ejaaz: Stage a comeback and actually catch up with all the research that they've done.
- 3:56Ejaaz: And then they released Gemini and the world's opinion changed on it.
- 3:58Ejaaz: It became deeply integrated into every Google product that you could use,
- 4:02Ejaaz: including Google search.
- 4:03Ejaaz: And it just became synonymous with using Cloud or ChatGPT. But something changed since then.
- 4:08Ejaaz: And I don't know whether it's a research problem, or whether it's a staffing
- 4:11Ejaaz: problem, or whether it's just generally a product company focus thing,
- 4:15Ejaaz: but they weren't able to ship a competent model.
- 4:18Ejaaz: Now, speculation behind that is at the same time that they started to announce
- 4:22Ejaaz: delays, Claude Code hit an absolute exponential run. And this,
- 4:27Ejaaz: of course, is the flagship product from Anthropic.
- 4:30Ejaaz: And at that time, AI coding was kind of this mysterious, weird thing.
- 4:34Ejaaz: Companies didn't really know whether they should focus on automating coding
- 4:38Ejaaz: or not, whether they should focus on automating research or other such things.
- 4:41Ejaaz: And Claude was the very first instance where it became clear coding and AI are a natural fit.
- 4:48Ejaaz: And that is where the leading edge is going to be figured out.
- 4:51Ejaaz: OpenAI figured this out about a month after Claude Code launched and we shifted
- 4:56Ejaaz: everything to build their own competitor called Codex. And since then,
- 4:59Ejaaz: they've been able to catch up. And you could argue that's why they've been able
- 5:01Ejaaz: to build much better models that stay on par with Claude.
- 5:05Ejaaz: And now it's Anthropic versus OpenAI, because they're using these models to
- 5:08Ejaaz: build the next better versions of themselves, something called recursive self improving.
- 5:12Ejaaz: Google, People unfortunately watched all of this happen and thought.
- 5:15Ejaaz: I think we can wait a bit. We can try and figure out all these other types of
- 5:18Ejaaz: products that we've already committed to on our product roadmap and we can come back to coding.
- 5:22Ejaaz: And that ended up costing them pretty greatly, which is a shame because Google
- 5:26Ejaaz: has some of the biggest distribution on earth. You're seeing on the screen here,
- 5:29Ejaaz: their market share value is around $4.1 trillion, making them I think the third
- 5:33Ejaaz: most valuable company in the world.
- 5:35Ejaaz: And they have around 3 billion users across all their different products.
- 5:40Ejaaz: It's very important to state that there is no other company like Google that
- 5:44Ejaaz: has such a large product surface area across both general consumers,
- 5:49Ejaaz: so the public like you and I,
- 5:51Ejaaz: and enterprise customers that use their products pretty aggressively to document
- 5:56Ejaaz: stuff on Google Docs to create slides or to manage their databases via Google Sheets.
- 6:00Ejaaz: So pretty much wherever you are on the internet, whether you're searching for
- 6:04Ejaaz: something, whether you're trying to produce something, whether you're trying to analyze something,
- 6:07Ejaaz: there's always a very competitive google alternative which is why then when
- 6:11Ejaaz: ai exploded onto the scene you would expect them to be able to pull off a similar
- 6:16Ejaaz: stunt and they actually were able to with gemini.
- 6:18Ejaaz: But they haven't been able to keep up but don't take my word for it i mean look
- 6:21Ejaaz: at the screen when we look at the artificial analysis index which is a really
- 6:25Ejaaz: good general benchmark to try and test the intelligence of the latest model
- 6:30Ejaaz: from these frontier companies
- 6:31Ejaaz: you see clawed opus 5.5 which was released about a week and a half ago score
- 6:35Ejaaz: 58 you've got gpt6 astra scoring a very close 53.
- 6:39Ejaaz: And then you have Gemini 3.1 Pro, which was released back in February,
- 6:44Ejaaz: which in AI years, funny I say
- 6:47Ejaaz: years, which in AI timeline is years and years and years worth of time.
- 6:52Ejaaz: So you wonder why hasn't Google been able to ship an effective product?
- 6:56Ejaaz: Well, the answer is, I think there is a work culture problem because starting
- 7:01Ejaaz: August 5th, but actually even before that, they started to bleed a lot of very
- 7:05Ejaaz: important talent. And we covered this on previous episodes.
- 7:08Ejaaz: We mentioned that John Jumper, who shared a Nobel Prize with Demisus for building
- 7:14Ejaaz: AlphaFold, which is basically their protein sequencing DNA AI model, had left to join OpenAI.
- 7:20Ejaaz: And then Jeff Dean, who I mentioned earlier on in the intro,
- 7:23Ejaaz: who is kind of like the chief scientist and grandfather at Google for a lot
- 7:26Ejaaz: of the other products that aren't just AI related, just an absolute invaluable
- 7:30Ejaaz: person at the company, left to start his own AI lab.
- 7:35Ejaaz: I think it's called Discovery Loop, which is focused on automating research,
- 7:39Ejaaz: first starting in AI, and then other parts of research in physics and science.
- 7:43Ejaaz: That is exactly what the Frontier AI labs that are leading this entire field
- 7:47Ejaaz: are doing and focusing on.
- 7:48Ejaaz: So my question then becomes, why on earth did a loyalist like Jeff Dean feel
- 7:53Ejaaz: the need to leave when he could have easily built this at Google?
- 7:56Ejaaz: I think there's a work culture problem going on. So it led to this massive exodus.
- 7:59Ejaaz: Demis' service had to step down and focus on something else.
- 8:02Ejaaz: And so what we're left with is a completely bare team that needs to figure out
- 8:06Ejaaz: a completely new strategy.
- 8:08Ejaaz: But everything I'm saying, I admit, sounds very Doomer-esque for a company that
- 8:13Ejaaz: is the third most valuable in the world and is making so much money.
- 8:16Ejaaz: Because when you look at the stats, right, they have over 1 billion in AI mode
- 8:21Ejaaz: for search past a billion in AI overviews, which have reached around 2.5 billion.
- 8:26Ejaaz: And then when you look at the amount of tokens that they process for their AI
- 8:30Ejaaz: products or across all of their products, it's 22 billion tokens a minute.
- 8:34Ejaaz: They've also reported 82% growth
- 8:36Ejaaz: in Google Cloud, which is their AI CapEx infrastructure business where
- 8:39Ejaaz: they're spinning up TPUs, which is their own version of NVIDIA's GPUs,
- 8:43Ejaaz: and using it to facilitate selling training and inference costs to other AI
- 8:48Ejaaz: labs or firms that want to train and raise their own models.
- 8:51Ejaaz: And again, putting all of that aside, they have a humongous enterprise business,
- 8:55Ejaaz: 8 million Gemini enterprise paid seats on their AI products alone.
- 8:59Ejaaz: That's not even including some of their Google Cloud enterprise products.
- 9:03Ejaaz: So for all intents and purposes, is Google is an absolute cash-generating machine,
- 9:07Ejaaz: and I'm not negating that. They have one of the largest cash balances on Earth for any company.
- 9:13Ejaaz: But they've also been spending very aggressively to try and acquire and build
- 9:16Ejaaz: as much compute data centers to pay for the expensive capex costs that they're taking.
- 9:20Ejaaz: But there's a bit of a mismatch. Google right now, as they're positioned,
- 9:24Ejaaz: is focused to be a really good
- 9:26Ejaaz: hyperscaler or infrastructure provider, akin to maybe a neocloud that builds
- 9:32Ejaaz: AI data centers or builds the chips, supplies them then to AI labs that can
- 9:37Ejaaz: use them for inference costs or training their own AI models.
- 9:40Ejaaz: And that is all fair and game. But Google at its core DNA is not just a research lab.
- 9:47Ejaaz: They're this perfect hybrid of a research lab and a product company.
- 9:50Ejaaz: That's why they've been able to become one of the biggest companies on Earth.
- 9:54Ejaaz: And that's why people love Google as a company and as a business.
- 9:57Ejaaz: They haven't been able to translate this for AI yet.
- 10:00Ejaaz: And you can argue that if they maintain this kind of product or working culture,
- 10:05Ejaaz: then they're going to end up just remaining a hyperscaler or a neocloud,
- 10:09Ejaaz: whilst companies that actually build the net new products like AI models,
- 10:12Ejaaz: like AI agents that we've spoken about on previous episodes,
- 10:15Ejaaz: will end up benefiting from the economic opportunity that just explodes over
- 10:19Ejaaz: the next couple of decades.
- 10:20Ejaaz: So with that said, now has never been a more important time for Google to shift
- 10:24Ejaaz: gears and try and figure out an alternative strategy to get back in the AI race.
- 10:28Ejaaz: I personally want to see Google win because they have such a huge advantage.
- 10:31Ejaaz: They're not just a singular monolithic company.
- 10:35Ejaaz: They have fingers in every different pie that you could think of when it comes to the internet.
- 10:39Ejaaz: They're the most vertically integrated company that doesn't exist for any other
- 10:44Ejaaz: AI lab. When you think of OpenAI and Anthropic, yes, fantastic models,
- 10:48Ejaaz: but they lack the distribution. They don't have the billions of users.
- 10:51Ejaaz: When you look at Meta, they have all the billions of users, but they don't have a bleeding edge model.
- 10:55Ejaaz: Google, with all their wealth, resources, and expertise, should be able to pull
- 10:59Ejaaz: off a miracle and have the best vertically integrated AI product.
- 11:02Ejaaz: They have all the data to kind of mold that into the best consumer experience
- 11:06Ejaaz: or enterprise experience depending what kind of a product they want to build.
- 11:10Ejaaz: But the result of what we've actually seen is very fractured teams being divvied
- 11:16Ejaaz: up, very specific resources that don't really make sense.
- 11:19Ejaaz: This team gets compute, but the other team doesn't get compute.
- 11:22Ejaaz: Or another team gets way more compute, but it's spent on a product that maybe
- 11:26Ejaaz: may not have as much impact on millions of users versus a couple hundred thousand.
- 11:30Ejaaz: It's just this weird thing. And then they're selling compute to competitors
- 11:34Ejaaz: when they probably should be using it to train their own model just to make
- 11:37Ejaaz: cash in the near term so that it might look good on a quarterly earnings report
- 11:40Ejaaz: versus trying to play the longer game.
- 11:42Ejaaz: And so the question then becomes, okay, what moves will Google make under this
- 11:46Ejaaz: new realm of losing half the AI talent and trying to figure out a new structure and approach?
- 11:52Ejaaz: Well, we might see it with a brand new model. They announced Gemini 4 Argon,
- 11:55Ejaaz: which as the Google post says, delivers frontier performance in complex workflows
- 11:59Ejaaz: across real world software engineering, knowledge work, and cybersecurity defense.
- 12:03Ejaaz: Now, of course, The first thing that I looked at that Sundar Pichai,
- 12:06Ejaaz: the CEO, highlighted was their benchmark evaluations.
- 12:10Ejaaz: Now, if you're watching the show, if you've watched it for a while,
- 12:12Ejaaz: you know we're not big benchmark guys, but it gives us an idea of what this model might be.
- 12:17Ejaaz: And so the first thing that draws my eye is, okay, it's beating GPT-6 Astra
- 12:22Ejaaz: and Claude Fable 5.1, which are each respective company's flagship model model.
- 12:27Ejaaz: Pretty well on a number of different things. But then you have to look at what that thing is.
- 12:32Ejaaz: Now on the left here top, it's knowledge work talking about VALS index automation
- 12:36Ejaaz: bench knowledge work is basically if you think about 70 to 80% of the tasks that are required for a
- 12:44Ejaaz: software based job, and I'm not talking about software engineering, but I'm talking about
- 12:47Ejaaz: anyone that has a nine to five that uses a computer that uses slack and a bunch
- 12:51Ejaaz: of these other different CRM tools or whatever that might be,
- 12:53Ejaaz: you might need to access a spreadsheet or write up a strategy document or type
- 12:58Ejaaz: messages to different workers in Slack or customer support, this model
- 13:01Ejaaz: excels across any other frontier competitor model, which is fantastic,
- 13:05Ejaaz: which honestly applies to a much larger percentage of the world than some of
- 13:09Ejaaz: these other benchmarks and what they test for.
- 13:11Ejaaz: But moving on to agentic coding, which is kind of like the creme de la creme
- 13:15Ejaaz: of benchmark tests, it excels in DeepSuite version 1.1, which is effectively
- 13:22Ejaaz: the AI agent version of coding.
- 13:24Ejaaz: There's two types or different ways of testing an AI model and how good it is at coding.
- 13:28Ejaaz: There's the monolithic version where you just ask an AI model itself to try
- 13:32Ejaaz: and figure out a complex coding task.
- 13:34Ejaaz: And then there's a version where you can allow that AI to spin up multiple versions
- 13:37Ejaaz: of itself and do what is known as agentic reasoning, which is work between multiple
- 13:41Ejaaz: versions of itself to try and figure out a solution to the problem.
- 13:45Ejaaz: DeepSuite is exactly that. And when you look at.
- 13:54Ejaaz: Fable 5.1 and gemini 6.1 astra very impressive and then across other things
- 13:59Ejaaz: like science math long context computer use it does a very good job especially
- 14:05Ejaaz: when it comes to multimodal reasoning so
- 14:07Ejaaz: overall it sounds like this has been a major upgrade for google in general and
- 14:12Ejaaz: if i pull up this chart over here we look at the artificial analysis index which
- 14:16Ejaaz: i mentioned earlier google had been trading behind by like 25 points
- 14:20Ejaaz: they have now jumped up to 53 which matches gpt6 astra So for all intents and
- 14:25Ejaaz: purposes, this is a good model, but I can't give you a genuine review because.
- 14:30Ejaaz: I haven't been able to get my hands on it. And that's because they haven't actually
- 14:34Ejaaz: released it to the public for fear of causing a cybersecurity incident.
- 14:39Ejaaz: Now, this has kind of become a recurring case across every AI lab that releases
- 14:43Ejaaz: a new model, they train this model, and then they realize, oh,
- 14:46Ejaaz: this thing could be incredibly misaligned, and could break out of a sandbox
- 14:49Ejaaz: and cause a lot of disruption.
- 14:51Ejaaz: So let me sandbox and test it with cybersecurity defenders first,
- 14:55Ejaaz: let them get their hands on it first.
- 14:57Ejaaz: I think the very first model that did this was Claude Mythos Preview back at
- 15:00Ejaaz: the start of the year, which is ironic because we now have a bunch of open source
- 15:03Ejaaz: models which are as capable as that.
- 15:05Ejaaz: And we haven't quite seen any of them cause AI disruptions, at least any that
- 15:09Ejaaz: we have been aware of. But the point still stands. We want to build and release
- 15:14Ejaaz: AI effectively and safely, which I'm fully on board with.
- 15:17Ejaaz: So Google is undergoing a process that I think was self-volunteered by the government,
- 15:20Ejaaz: which I would guess lasts about one to maybe two weeks.
- 15:24Ejaaz: So we should expect to see the public release sometime around a week from now.
- 15:28Ejaaz: But some insiders as reported by Bloomberg has already got their hands on it.
- 15:32Ejaaz: And listen, there's mixed reviews.
- 15:35Ejaaz: One person goes, it does less well when employees actually put it to work.
- 15:39Ejaaz: The model struggles to handle certain coding tasks. And this has been my whole
- 15:43Ejaaz: thing around Google and Gemini models. And this is just a personal take,
- 15:47Ejaaz: you might have a different one.
- 15:48Ejaaz: But once you get your hand on the model and actually end up using it,
- 15:52Ejaaz: it is a stark and very different experience to what the benchmarks actually
- 15:56Ejaaz: indicate to you. So the benchmarks look very impressive in theory.
- 16:00Ejaaz: But when you actually end up using it, you realize I'll just continue using
- 16:03Ejaaz: GPT or continue using claw. Now I'll reserve my judgment until I actually get my hands on Gemini 4.
- 16:08Ejaaz: For all intents and purposes, I'm excited to see Google come back in a very meaningful way.
- 16:13Ejaaz: And especially in coding where they've honestly lagged behind for every other
- 16:17Ejaaz: model iteration that they've had over the past year. So I'm remaining cautiously
- 16:21Ejaaz: optimistic that they've been able to figure something out. All of this and more
- 16:24Ejaaz: on today's episode of In The Loop brought to you by Qualcomm.
- 16:31Ejaaz: But that's not all that they're releasing. They also released a brand new version
- 16:34Ejaaz: of their image generation model, which is Nano Banana 2.1.
- 16:38Ejaaz: Now, this is brand new. It released literally a few hours ago.
- 16:41Ejaaz: So I'm not gonna sit here and pretend like I have access to a bunch of different
- 16:45Ejaaz: demos because I haven't tried the thing out itself.
- 16:47Ejaaz: But from the visuals and examples that we've seen so far, let me tell you, social media is cooked.
- 16:52Ejaaz: These things are looking incredibly realistic. I'm pretty certain that there's
- 16:55Ejaaz: no ladybug that has ever looked like this or creature or insect that has ever looked like this.
- 16:59Ejaaz: Weird pink lucid neon bug would be kind of cool if it existed,
- 17:04Ejaaz: but you know the humans are looking more human the reflections are looking way
- 17:07Ejaaz: more accurate everyone has all their fingers in all the images there's no extra
- 17:10Ejaaz: limbs or appendages added which is fantastic these models are getting really
- 17:14Ejaaz: good and google has been in the game for multi-modality
- 17:17Ejaaz: and by that i mean good image generation models
- 17:20Ejaaz: great video models and fantastic world models i believe genie 3 we haven't seen
- 17:25Ejaaz: an iteration since then, but they were leading world model front as well.
- 17:28Ejaaz: The point is, Google is perfectly positioned to be putting out some of these
- 17:32Ejaaz: products, and they've been slow or delayed to release these products over the last six months.
- 17:36Ejaaz: But we're starting to see a comeback since then, and finally,
- 17:40Ejaaz: a shift in product and work culture.
- 17:42Ejaaz: Now, when I step back, and I think, okay, listen, from what we've seen,
- 17:46Ejaaz: from the evidence over the last year, six months, and these products that have
- 17:50Ejaaz: just released over the last week, how do we feel about Google?
- 17:52Ejaaz: I stand by what I said earlier, which is they are a fantastic company that has
- 17:57Ejaaz: so many different ways of making money. I think Google...
- 18:00Ejaaz: For most companies, has an incredible privilege of having years and years of
- 18:05Ejaaz: runway ahead of them. But it's only years.
- 18:08Ejaaz: And a lot can change in those years. And we've seen the likes of Anthropic and
- 18:12Ejaaz: OpenAI increase their ARR pretty stupendously over the last 12 months.
- 18:17Ejaaz: We've seen Anthropic go from their expected forecast for this year was 10 billion,
- 18:23Ejaaz: and they've recently reportedly hit 100.
- 18:26Ejaaz: And OpenAI has also recently hit 70 billion ARR as well, the fastest growing
- 18:30Ejaaz: companies that we've ever seen.
- 18:32Ejaaz: If they continue that trajectory, and that's a big if, they should be able to
- 18:36Ejaaz: catch up to Google's ARR in roughly about two and a half years.
- 18:41Ejaaz: So Google has roughly that amount of time to figure their AI strategy out.
- 18:45Ejaaz: And it's not just Google that's alone on this. You can point to companies like
- 18:49Ejaaz: Apple that have been very slow because they can afford to take the time.
- 18:53Ejaaz: What I applaud Google for is that they have taken the time to test out different products in public.
- 18:58Ejaaz: And maybe they've fallen flat on their face sometimes, but they can build and
- 19:01Ejaaz: iterate from that. So it's going to come down to the team, it's going to come
- 19:05Ejaaz: down with how they spend their resources, and how they shift in reaction to
- 19:08Ejaaz: losing half of their most important AI talent ever. Jeff Dean.
- 19:13Ejaaz: Sucks to see you go, dude. And the final point I'll make is don't forget,
- 19:17Ejaaz: Google is, again, the only major company that can vertically integrate the entire AI stack.
- 19:23Ejaaz: They have the TPUs, so the GPU equivalent of training and inferencing AI.
- 19:28Ejaaz: Then they have the AI models themselves.
- 19:30Ejaaz: Then they have the distribution across billions and billions of users across,
- 19:34Ejaaz: so many different interfaces, Google Maps, Google Search, Google Ads.
- 19:38Ejaaz: They can just apply AI and change it overnight.
- 19:41Ejaaz: So I still think the ball is very much in Google's court and I think they need
- 19:45Ejaaz: to start acting much quicker than what we're seeing and what gives me hope is
- 19:50Ejaaz: for the longest time for those of you especially who have watched this show I,
- 19:54Ejaaz: have personally been bearish on a company like Meta and I never thought that
- 19:59Ejaaz: they'd be able to pull it around and,
- 20:01Ejaaz: they surprised me and they've come out with one of my favorite products this
- 20:04Ejaaz: year in the form of Metamuse, a personal AI agent I think Google can pull off
- 20:08Ejaaz: a similar stunt but it remains to be seen whether they actually want to and
- 20:11Ejaaz: whether they will actually commit resources to be able to do that.
- 20:14Ejaaz: That's basically it. That's my take on the whole Google thing.
- 20:17Ejaaz: I wanted to give an update on Google pretty desperately because I miss it and
- 20:21Ejaaz: I'm still very bullish on the company, but I've been struggling to try and figure
- 20:25Ejaaz: out how they're able to turn things around. I've been waiting for a flagship
- 20:28Ejaaz: model and maybe that's come in the form of Gemini 4 Argon.
- 20:31Ejaaz: I can't wait to get my hands on it. If you're listening to this and you are
- 20:34Ejaaz: from Google, please, I would love to play around with it and give my honest review.
- 20:38Ejaaz: But that is that. It has been a crazy couple of weeks, guys.
- 20:41Ejaaz: This is a brand new version of the show.
- 20:45Ejaaz: And the idea here is that we keep the core DNA of everything that we've done
- 20:48Ejaaz: here at Limitless. And we bring the best, most insightful takes and thoughts
- 20:53Ejaaz: on all the top AI trends and news that is happening week in, week out.
- 20:58Ejaaz: So if you enjoyed this episode and you aren't subscribed or you haven't left
- 21:02Ejaaz: a comment, please do both of those things. In fact, do me a favor and even turn
- 21:05Ejaaz: on notifications as well. It helps us out massively in terms of getting to a
- 21:09Ejaaz: wider reach and audience and sharing as many opinions as we can.
- 21:13Ejaaz: If you have a take that disagrees with me, I would love to hear from you genuinely.
- 21:16Ejaaz: Like I am always trying to pick holes in my arguments and in my takes and in my opinions.
- 21:21Ejaaz: But at the end of the day, I'm the same as you. I'm trying to figure all of
- 21:24Ejaaz: this out in real time. So I actually learn a lot from the comments that you guys give.
- 21:28Ejaaz: And if there's anything that you can teach me or if there's any alternative
- 21:31Ejaaz: perspectives that you might have that I might have missed that compliment some
- 21:34Ejaaz: of the stuff that I've talked about, let me know.
- 21:36Ejaaz: If there is something or a different angle about Google that I've missed, I want to hear about it.
- 21:41Ejaaz: You can DM me or you can leave a comment. I don't really care.
- 21:43Ejaaz: I'll read anything. Finally, if you think a friend of yours or someone in your
- 21:47Ejaaz: network might benefit from an episode like this, please copy the link and share it with them.
- 21:52Ejaaz: I want to get this to as many people as we can. We are also on Spotify,
- 21:56Ejaaz: Apple Music, and pretty much wherever you can listen and hear a show or podcast.
- 22:01Ejaaz: And that is it. Thank you so much for listening to In The Loop brought to you
- 22:04Ejaaz: by Qualcomm. I'll see you on the next one. See you guys.