Google I/O revealed a lot about Google’s future in artificial intelligence. Not only did the company release a new model, updated search, and launched new AI glasses. We discuss what we learned, whether this is a real normie moment for AI, and what the impacts will be outside of Alphabet.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Google I/O- Is this AI for normies?- Downstream impacts for investors.Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Google Flexes Its AI Muscles

Motley Fool Hidden Gems Investing

# Full Transcript

**Podcast:** Motley Fool Hidden Gems Investing

## Transcript

Is Google back in the AI lead? Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm Travis Horn. I'm joined today by Rachel Warren and Lou Whiteman. And guys, the big news yesterday in the market and the technology was Google had their I.O. event. Lou, I'm sure you watched the whole thing, didn't you? I.O. This was a very interesting presentation. They announced a whole bunch of different things,

throwing spaghetti at the wall. That said, it seems like they are pushing forward with their really good models, depending on who you are, and then also changing their products a little bit. We thought or a lot of people thought a few years ago, hey, 10 blue links are going to be dead. Google's in real trouble. Now we're seeing some updates to Google itself, the Google website that's going to incorporate some of these AI tools. Their Flash 3.5 model is getting really good reviews.

As long as you aren't a coder, we'll maybe talk about that in a moment. But when you looked at this, it seems like they're kind of playing a card that nobody else can play with their vertically integrated stack, with their consumer focus. Sure, they're not going to win where Anthropic is, but their prize may be even bigger in the end. Is that the right way to think about it? Kind of. From the top, we need to do a disclaimer here, okay? These events are designed to impress. And maybe with the notable exception, if you're an investor, you should mostly ignore these

that day when Steve Jobs stood up on stage and said, we invented the iPhone. Yeah, that day, you probably as an investor should have listened. But for the most part, investing off of these events and taking this as gospel is a bad idea. It doesn't mean it's not worth talking about. It does show where they're going. But we shouldn't take any of these product demos or announcement too seriously. If announcements were product successes, we'd all be at parties with Bella Ramsey right now,

knowing who we're at the party with because of Siri, right? I mean, that commercial, I don't think that has aged well in all relative to reality. They're not the only one. But if anything, you know, I don't know. So my takeaway here is I think what you said is right. Of all the AI companies we talked about, Alphabet is the one with the most ways to win. And truth be told, we don't know what AI will look like in five years. We don't know whose next model is the best model.

We don't know how much consumers or enterprises, they're going to be using AI. We don't know to what extent or how. So the one with the most, I guess, irons in the fire and the most ways to win is probably the one that should be the most attractive to us. And I think Google, if nothing else at this event, made the case that they have a lot of irons in the fire and a lot of ways to win. Rachel, one of the things that stuck out to me is that the...

Google Flexes Its AI Muscles

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Google Flexes Its AI Muscles

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.