Google faces uphill AI battle in 2025 2/4/2025

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4.8 • 56 Ratings

🗓️ 4 February 2025

⏱️ 8 minutes

🔗️ Recording | iTunes | RSS

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Summary

Google parent company Alphabet hitting a record high ahead of reporting today even as China hits the tech giant with an antitrust probe. We look at what investors will be looking for in Q4 results, including AI plans as the race for the best AI product rapidly changes shape.

Transcript

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0:00.0	Shares of Alphabet up over 8% this year. Company is set to report tonight. Investors will be sure to watch for
0:05.4	insights into AI as developments have been happening at a breakneck pace. Our dear DeBosa has more on what to watch.
0:11.8	Hi, Dee. How are you doing? Good. Hey Carl. Breakneck indeed. And what Google needs to do is win back
0:18.8	or maybe get it in the first place, AI momentum, because what is the
0:22.0	use of leading ed technology and a massive distribution advantage if no one's actually using it?
0:28.5	And so really simple, that is the mission this year. CEO, Senator Pichai's bold target is to get
0:33.4	half a billion people to use Gemini. That, Google's chatbot by the end of 2025.
0:38.7	Now, to put that number in context, OpenAI has some 300 million users, and it started from
0:43.5	scratch in November of 2022. Google has billions of existing users across search, Gmail, workspace,
0:50.5	other products, but it's had trouble getting them to use Gemini, which is part of its
0:55.4	bigger uphill AI battle.
0:57.0	Google gave up its lead first to chat GPT.
0:59.8	It rushed launches, it rebranded, generally struggled with its innovator's dilemma, that is,
1:05.0	advancing AI search without cannibalizing its core search ad business.
1:09.4	Even its latest model launch, Gemini 2.0 Flash,
1:12.3	which has really been celebrated by developers and jumped to the top of performance leaderboards
1:17.6	in AI. It has been overshadowed by DeepSeek's breakthrough. Underscoring this key point in
1:23.2	AI, dominance, it's not just about capability, it's about adoption. And that is really where Google has struggled.
1:29.4	This morning, DeepSeek still holds the number one spot in the app store.
1:34.0	ChatGBTGBT is second.
1:35.8	Gemini doesn't even break the top 10.
1:38.4	It's at number 16.
	...

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