Google Is 6 Months Behind ChatGPT-Parent OpenAI In Artificial Intelligence But 'About 5 Years Ahead Of Everyone Else,' Says Gene Munster
Google Is 6 Months Behind ChatGPT-Parent OpenAI In Artificial Intelligence But 'About 5 Years Ahead Of Everyone Else,' Says Gene Munster
Google's parent company, Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG), is making significant strides in artificial intelligence, according to a top analyst.
一位頂級分析師表示，谷歌的母公司Alphabet Inc.（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）在人工智能領域取得了長足的進步。
What Happened: Gene Munster, a tech analyst at Deepwater Asset Management, shared his insights on Google's I/O 2024 keynote in a recent post on X. Munster highlighted three key takeaways from the event.
發生了什麼：深水資產管理公司的技術分析師吉恩·芒斯特在最近關於X. Munster的一篇文章中分享了他對谷歌2024年I/O主題演講的見解，他重點介紹了該活動的三個關鍵要點。
Firstly, Munster noted that Google is approximately six months behind OpenAI in terms of AI development, but is still about five years ahead of the rest of the industry. He observed that Google's AI progress is evident in its generative and agentic AI technologies.
首先，芒斯特指出，谷歌在人工智能開發方面比OpenAI落後了大約六個月，但仍比該行業的其他公司領先大約五年。他觀察到，谷歌的人工智能進步在其生成和代理人工智能技術中顯而易見。
He wrote, "They're about 6 months behind OpenAI and about 5 years ahead of everyone else."
他寫道：“他們比OpenAI落後了大約6個月，比其他所有人領先了大約5年。”
Secondly, Munster pointed out that Google is set to roll out its AI, Gemini, across its entire product lineup, including Search, Photos, Workplace, Gmail, Android, and cameras. This move aligns with Google's 2017 declaration of becoming an AI-first company.
其次，芒斯特指出，谷歌將在其整個產品陣容中推出其人工智能Gemini，包括搜索、照片、工作場所、Gmail、安卓和相機。此舉符合谷歌在2017年宣佈成爲人工智能優先的公司。
Lastly, Munster addressed the potential impact of generative search on Google's advertising business. He mentioned that Google is introducing AI Overview, a revamped version of the Search Generative Experience, to all U.S. Google Search users. Despite this significant rollout, Munster noted that Google has not provided specific details on how it plans to monetize this feature.
最後，芒斯特談到了生成式搜索對谷歌廣告業務的潛在影響。他提到，谷歌正在向所有美國谷歌搜索用戶推出人工智能概覽，這是搜索生成體驗的改進版。儘管進行了大規模的推出，但芒斯特指出，谷歌尚未提供計劃如何通過該功能獲利的具體細節。
Three takeaways from the $GOOG I/O Keynote:
— Gene Munster (@munster_gene) May 14, 2024
1) They're about 6 months behind OpenAI and about 5 years ahead of everyone else. What they showed today had all the markings of transformation but most were recorded demos versus OpenAI which showed live demos. The bottom line is...
$GOOG I/O 主題演講的三個要點：
— 吉恩·芒斯特 (@munster_gene) 2024 年 5 月 14 日
1) 他們比OpenAI落後了大約6個月，比其他所有人領先了大約5年。他們今天展示的內容具有轉型的所有標誌，但大多數是錄製的演示，而OpenAI則顯示了現場演示。最重要的是...
Why It Matters: The I/O Keynote follows a series of significant developments at Google. Just a day before the I/O Keynote, Munster had predicted that OpenAI could pose a significant challenge to Google's search business. Despite this, the I/O Keynote suggests that Google is making substantial progress in the AI space, potentially strengthening its position against OpenAI.
爲何重要：I/O主題演講講講述了谷歌的一系列重大進展。就在I/O主題演講的前一天，芒斯特曾預測OpenAI可能會對谷歌的搜索業務構成重大挑戰。儘管如此，I/O主題演講表明，谷歌在人工智能領域正在取得實質性進展，有可能鞏固其對抗OpenAI的地位。
Moreover, the I/O Keynote also aligns with the expectations of analysts like Justin Patterson who anticipated that the event would reinforce Alphabet's meaningful scale and create new monetization opportunities through AI innovations. The widespread rollout of Gemini and the AI Overview feature are in line with this expectation, indicating that Google is actively pursuing new monetization strategies.
此外，I/O主題演講也符合賈斯汀·帕特森等分析師的預期，他們預計該活動將鞏固Alphabet的有意義的規模，並通過人工智能創新創造新的盈利機會。Gemini和人工智能概述功能的廣泛推出符合這一預期，這表明谷歌正在積極尋求新的盈利策略。
Image Via Shutterstock
圖片來自 Shutterstock
譯文內容由第三人軟體翻譯。