Google vs. Google: The internal struggle holding back its AI

CNBC Television

1 Mar 202413:11

Summary

TLDRグーグルの新しいAIチャットボット「ジェミニ」は、人種や政治的正しさに関する論争を引き起こし、グーグルの株価を下落させた。グーグルはAI分野でのリーダーシップを取れずにいるとの批判が高まっている。グーグルは検索事業の変革をためらっており、マイクロソフトやオープンAIなどのライバルにAI分野で後れを取っていると指摘されている。

Takeaways

🔍 Googleは、AIチャットボット「Gemini」の名称変更とその周りの論争で注目を集めています。
💼 「Gemini」の問題発言は、Google株の約900億ドルの売りオフと、株価が4％以上下落する原因となりました。
🚨 社会的な議題、特に人種や多様性に関連するAIモデルの扱いについて、Googleは批判を受けています。
🤖 ChatGPTの登場以来、AI分野でGoogleが後れを取っているとの懸念が高まっています。
📉 GoogleのAIイメージ生成ツールの問題と、その一時停止は企業文化と技術的挑戦を浮き彫りにしました。
🔧 AIモデルの誤動作は、人種や歴史的人物の不適切な表現を引き起こしました。
📢 Googleは公式に謝罪し、AIイメージ生成ツールの改善を約束しました。
💡 AIの自動化と信頼性に関する広範な懸念が、技術界全体で議論されています。
🏢 Googleのリーダーシップと経営戦略に疑問符が投げかけられています。
🚀 AI技術の進展において、Googleは競争力を維持するために重要な転換点に直面していると見られています。

Q & A

What caused the recent drop in Alphabet's stock price?
-Alphabet's stock price dropped over 4% due to controversies around its new AI chatbot Gemini, which refused to condemn pedophiles and equated Elon Musk with Hitler.
How was Google supposed to redeem itself with its AI capabilities?
-Google was supposed to redeem itself and showcase its AI capabilities with the launch of its chatbot Gemini. But the botched launch put Google behind competitors like Microsoft and OpenAI.
Why does Google seem to be behind in the AI race?
-Google seems behind because it has struggled to ship products successfully in new areas like messaging, payments and gaming. It also has not taken as aggressive a public stance on AI as rivals Microsoft and OpenAI.
Is Sundar Pichai's leadership being questioned over the Gemini issues?
-Yes, some investors and industry watchers are questioning whether Sundar Pichai is capable of leading Google through the current "AI arms race". But most investors are not yet calling for him to be replaced.
How is Google's approach different from OpenAI and Microsoft?
-Unlike Google, OpenAI and Microsoft don't have massive existing search advertising businesses to try to disrupt. So they can move faster and more aggressively in embracing AI opportunities.
Why might top AI talent leave Google?
-Top AI talent may leave Google due to the draw of building something new at a startup, or over frustrations that projects started at Google often fail to successfully ship as products.
What are some examples of failed Google projects over the years?
-Some examples of discontinued Google products include gaming platform Stadia, social network Google Plus, photo app Picasa, and payment app Google Pay.
How profitable is Google Cloud compared to rivals?
-Google Cloud is much less profitable than market leaders AWS and Azure, with a profit margin around 7.6% compared to nearly 30% for AWS.
Did the Gemini issues cause lasting damage to Google?
-It's unclear if the Gemini botch will just be a temporary setback for Google or if it will be seen as the moment when Google lost momentum in the AI race.
What approach has Google taken towards investors and financial guidance?
-Google has taken a "hermit approach" towards investors by providing almost no guidance beyond the bare minimum required. But this approach has worked well so far.