Stratechery Google I/O and the Coming AI Battles
May 15, 2023
Discover the mixed outcomes of Google's I/O event as it navigates its AI ambitions against rivals like Microsoft. Delve into Google's commitment to AI and how it may disrupt traditional search. Explore the implications of the EU's AI Act on American companies and historical parallels with the printing press. Reflect on the Westphalian system and its challenges in today's tech landscape. Finally, consider the tension between centralized and open-source AI models and their potential for a radical reformation in the tech industry.
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Google's Paris Keynote Flop
- Google's February AI keynote in Paris was a surprisingly poor showing, seemingly panicked after Microsoft's GPT-powered Bing.
- It lacked new content, had technical issues, and even a presenter couldn't find a phone for a demo.
Google's History with AI
- Google has discussed AI at I/O for years, particularly its integration into products like Google Now and Google Photos.
- Thompson highlighted Google's clear focus and strength in organizing information through AI.
Google's Renewed Focus and Urgency
- This year's Google I/O combined AI capabilities with an aggressive response to recent competitive threats.
- Google showcased its AI evolution using product examples like Smart Compose and Magic Editor.