> with nothing to show for it
AI and LLM features are everywhere in Google products, on top of just using Gemini itself.
I have no idea what you mean. They have tons already to show for it, and presumably this is just the start.
AI and LLM features are everywhere in Google products, on top of just using Gemini itself.
I have no idea what you mean. They have tons already to show for it, and presumably this is just the start.
So, what -- you want to see their revenue grow by 50% or something in a single year?
For mature companies of that size, that's not really a thing. I think your expectations for defining AI success may be a bit too high here.
https://www.cnbc.com/2018/02/01/google-ceo-sundar-pichai-ai-...
AI is supposed to be a huge new revenue driver and my point, echoing others, is that it's nowhere close. They've spent double on AI compared to last year:
https://finance.yahoo.com/news/alphabet-earnings-top-estimat...
"In the second quarter, Alphabet reported spending $2.2 billion building AI models across its DeepMind and Google Research organizations. That's up from $1.1 billion in Q2 2023. When exactly AI starts to generate revenue for Google’s Cloud business, let alone its ad segment, is still up in the air."