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Until I can talk to it, I care exactly zero.

you can buy their stock if you think they'll make a lot of money with their tech

Well that's really the right question .. what can, and will, Google do with this that can move their corporate earnings needle in a meaningful way? Obviously they can sell API access and integrate it into their Google docs suite, as well as their new Project IDX IDE, but do any of these have potential to make a meaningful impact ?

It's also not obvious how these huge models will fare against increasingly capable open source ones like Mixtral, perhaps especially since Google are confirming here that MoE is the path forward, which perhaps helps limit how big these models need to be.

In the long run it could move the needle in enterprise market share of Workspace and GCP. They have a lot of room to grow and IMO have a far superior product to O365/Azure which could be exacerbated by strong AI products. Only problem is this sales cycle can take a decade or more, and Google hasn’t historically been patient or strategic about things like this.

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