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Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 9 April 2024
⏱️ 28 minutes
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| 0:00.0 | Move over clipping. |
| 0:06.4 | Gonnaise wants to be your new workplace friend. |
| 0:08.6 | Bautly full money starts now. Welcome to Motley Full Money. I'm D'Dra Woolard here with Motley Full Money. I'm Deidra Willard here with Motley Full analyst |
| 0:24.6 | Ossit Sharma. Asid, how's your Tuesday going? |
| 0:27.0 | Spectacular, Didra. How about you? |
| 0:30.0 | Good. I like to hear Spectacular. I think Alphabet might be having a spectacular day or week. They're very excited. They've got their cloud next event in Las Vegas this week. You know, I'm getting a little bit of event conference fatigue |
| 0:48.0 | of all of these big tech companies. |
| 0:49.8 | They're coming out with these announcements and it's always a big flood of partnerships and forecasts. |
| 0:55.4 | But one of the things I find interesting is how the narrative has shifted on alphabet. |
| 0:59.8 | You know, a couple months ago everyone was, Invidio's already won the race and everybody else is second |
| 1:06.0 | and nothing that Google is putting out is working. |
| 1:10.0 | And now that has really shifted. |
| 1:12.0 | What's behind that? |
| 1:13.6 | Dieter, one of the things behind all this |
| 1:15.8 | is that Alphabet has deep expertise |
| 1:19.2 | in machine learning, in algorithms, in generative AI. |
| 1:23.1 | They were really the seminal, |
| 1:25.9 | or one of the seminal forces that pushed generative AI |
| 1:29.4 | along. |
| 1:30.3 | It's just that other companies like Microsoft with their partnership with open AI swooped in and brought it to a consumer facing model. |
| 1:39.0 | So Google has the chops. |
| 1:41.0 | It's just a question of getting that out in front of both customers |
... |
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