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TechCheck

Bull vs. Bear at Google 2/27/24

TechCheck

CNBC

Management, Cnbc, Tech, Faang, Investing, Business, Disruptors, Technology

4.566 Ratings

🗓️ 27 February 2024

⏱️ 22 minutes

🧾️ Download transcript

Summary

The fallout for Alphabet – the stock is now negative for the year as more controversies mount around its AI model Gemini rollout. Some are now calling for a change in leadership.

Transcript

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0:00.0

The stock is now negative for this year as more controversies around its AI model

0:06.4

Gemini rollout mount. Some are calling for a change in leadership.

0:10.8

It is Tuesday, February 27th.

0:12.6

Welcome to the Tech Check Podcast.

0:14.1

I'm Deja Bosa with Mark Gilbert Heymark.

0:17.1

What's up, Dee, how are you?

0:18.6

We are on day two of this story together,

0:21.0

a story we've been talking about, honestly, a lot this year and a lot for the past, you know, year and a half.

0:25.6

I was going to say is it day two or is it like day 300?

0:30.0

Yeah, exactly.

0:31.0

It's sort of crystallized in the last few days,

0:34.3

but it's sort of been a slow motion, you know,

0:38.0

train wreck, which has been the rollout of Gemini

0:41.4

and sort of the flawed release of some of these sort of half-baked products.

0:45.2

You know, what I will say is that's no different than ChatGPT, right?

0:49.2

Which launched and then there was, you know, all of these stories about the different things that, the different

0:55.0

problems with it and the different crazy things you could get it to say and the hallucinations

0:59.0

that it was having.

1:00.6

The problem with, between Chat TBT or the difference rather between open AI and

1:06.7

Google is that it feels like one stumble after another for Google like from that

1:10.8

first barred demo to now this Gemini rollout.

1:15.0

Yeah. And that I think is what's been like building and piling on top of its problems.

...

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