Google Flexes Its AI Muscles

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 20 May 2026

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	Is Google back in the AI lead?
0:04.0	Molly Cool Hidden Gems Investing starts now.
0:07.0	Welcome to Molly Cool, Hidden Gems Investing.
0:12.0	I'm Travis Hohin.
0:13.0	I'm joined today by Rachel Warren and Lou Whiteman.
0:15.0	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?
0:23.2	I-O.
0:25.8	This was a very interesting presentation.
0:28.9	They announced a whole bunch of different things, throwing spaghetti at the wall.
0:32.2	That said, it seems like they are pushing forward with their really good models, depending on who you are,
0:39.7	and then also changing their products a little bit. We thought, or a lot of people thought,
0:44.3	a few years ago, hey, 10 blue links are going to be dead. Google's in real trouble. Now we're
0:48.2	seeing some updates to Google itself, the Google website that's going to incorporate some of these
0:53.3	AI tools.
0:57.8	Their Flash 3.5 model is getting really good reviews.
1:01.1	As long as you aren't a coder, we'll maybe talk about that in a moment.
1:07.8	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.
1:11.3	Sure, they're not going to win where Anthropic is, but their prize may be even bigger in the
1:15.0	end. Is that the right way to think about it?
1:17.3	Kind of. From the top, we need to do a disclaimer here, okay? These events are designed to impress.
1:23.1	And maybe with the notable exception, if you're an investor, you should mostly ignore these. That day
1:28.3	when Steve Jobs stood up on stage and said, we invented the iPhone. Yeah, that day, you probably as an
	...

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