Finally, the stock reacts, a delayed market reaction to Google's launch of their AI model

Gemini.

Today, the AI HALO effect finally takes effect.

It's Thursday, December 7th, and welcome to the Tech Check Podcast.

I'm Deere Traposa.

And I'm Mark Gilbert.

Our story yesterday.

Why wasn't the new AI model from Google generating any

buzz? Why didn't the stock move? Well, today, the stock is popping investors just took a little while to digest the news.

I gotta say Gilbert I feel vindicated. This was our whole story yesterday. We said hey

the technology is really cool why aren't people't people talking more about this?

Certainly in Silicon Valley they were,

but I guess at C and B.C.

We're so markets focused, right?

So if the stock's not moving, we're talking about it less,

which is why we're here essentially is

tech check right to make sure that you know the most important stories and

tech and this is undoubtedly one of them that radar about Jem and I flew

under the radar yesterday and I was trying to figure

out why that was Gilbert. I think part of it was it was this subdued launch. It was virtual instead of in-person and we're so

used to these big splashy you know presentations with CEOs and Jensen

Wong on stage with them for AI it's also going to roll out in phases so we talked

...