Google: $2 Trillion and Scrambling

Dear Artisan,

We live in a loud world. And to survive in a loud world, sometimes you have to be the loudest voice in the room.

Even when you have nothing to say.

That feels like the spot Google is in right now. For about two years now, the world has been waiting for Google to have its AI moment. Instead, it had a bunch of gaffes. Now, the strategy seems to be changing. Make a bunch of noise and deliver very little of substance.

Let’s dive in.

Hot Off The Press

The One Big Thing

What stands out in the screenshot above?

Maybe the fact that the word Google is in every headline on the TechCrunch AI page? When I first saw this, I had to check if TechCrunch had been acquired by Alphabet.

These are the actions of a company that has nothing of substance to deliver to its users. While recent releases of Gemini have been promising in certain instances, there is almost nobody who thinks Google is in the lead, or even contending, in the AI race right now.

ChatGPT has thrown its decades-long business model into question, and challengers like Perplexity - while still very small - are in the rear view mirror re-imagining what a next generation search experience might look like.

It just goes to show that in the tech business, no lead is big enough. Even if you have $2 trillion and the greatest talent in the world, you still might lose a 3-1 lead to a scrappy upstart.

AI is coming not only for Hollywood but Bollywood as well…

Tools

Must have tools for every artisan to add to their toolkit:

  • Guidde: A tool to create video documentations

  • Abel: A tool for attorneys to review legal documents

  • Nuanced: A tool to detect AI-generated images and content

  • MagicDocs: Business Process Automation

  • AIApply: AI-powered job search assistant

Deep Tech

The newest and coolest in the research world that you need to know about:

  • FlexEdit: Flexible and Controllable Diffusion-based Object-centric Image Editing

  • Diffusion-RWKV: Scaling RWKV-Like Architectures for Diffusion Models

  • SpatialTracker: Tracking Any 2D Pixels in 3D Space

  • PhysAvatar: Learning the Physics of Dressed 3D Avatars from Visual Observations

  • MoMA: Multimodal LLM Adapter for Fast Personalized Image Generation

Closing Thought

Solar eclipses are a wild thing

Let’s see an AI do this

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