$423 MILLION IN NORTH AMERICAN TICKET SALES. >> LOVE THE TRIVIA? WELL, GOOGLE'S GEMINI IS SURGING IN POPULARITY, SOME ARGUE, LEADING THE PACK AMONG THE LARGE LANGUAGE MODELS.
JUST LAST WEEK, APPLE ANNOUNCING IT PICKED GEMINI TO POWER SIRI. ANDREW SAT DOWN WITH GOOGLE DEEPMIND CO-FOUNDER AND CEO DEMIS HASSABIS. I DON'T KNOW IF I SAID THAT RIGHT.
I MIGHT HAVE MESSED THAT UP THIS WEEK IN DAVOS AND ASKED HIM ABOUT THE EVOLUTION OF GEMINI IN THE AI TECH RACE. TAKE A LISTEN. >> IT'S BEEN A LONG JOURNEY THE LAST COUPLE OF YEARS TO KIND OF CORRAL TOGETHER ALL OF THE ASSETS THAT THAT WE HAVE AS GOOGLE AND DEEPMIND INCREDIBLE RESEARCH BENCH OUR TPUS AND ALL OF THE KIND OF RESEARCH WE'VE BEEN DOING OVER THE LAST DECADE PLUS, REALLY THAT UNDERPINS A LOT OF THE AI INDUSTRY.
SO WE ALWAYS HAD ALL THE INGREDIENTS, AMAZING PRODUCT SURFACES TO PLUG AI INTO. AND I THINK IN THE LAST YEAR, WHAT PEOPLE ARE FEELING IS WE'VE KIND OF ORGANIZED THAT ALL IN A REALLY EFFICIENT, EFFICIENT WAY. >> OKAY, SO WHERE WHERE ARE YOU IN THE JOURNEY THOUGH, IN TERMS OF WHAT COMES NEXT ABOUT SORT OF PRODUCTIZING ALL OF THIS REALLY GETTING IT INTO ALL OF THESE DIFFERENT SURFACES?
WHEN AM I GOING TO SEE IT IN GMAIL, FOR EXAMPLE? >> YEAH. SO LOOK, EVERYTHING STARTS FIRST OF ALL WITH THE RESEARCH AND THE MODEL QUALITY.
SO AS YOU MENTIONED, WE'RE VERY HAPPY WITH HOW OUR LATEST GEMINI MODEL GEMINI THREE IS WORKING. WE THINK IT'S YOU KNOW, IT'S TOPPING MOST OF THE LEADERBOARDS ON MOST OF THE BENCHMARKS. AND THE OTHER THING WE WORKED HARD ON IN THE LAST YEAR IS ACCELERATING THE INFRASTRUCTURE.
AND, YOU KNOW, ACTUALLY DOING A LOT OF REWRITING OF THE INFRASTRUCTURE TO GET THE MODEL QUALITY AS QUICKLY AS POSSIBLE INTO OUR PRODUCT SURFACES. SO YOU'RE STARTING TO SEE THAT IN, YOU KNOW, WE'RE SIMULTANEOUSLY SHIPPING IN SEARCH, OBVIOUSLY THE GEMINI APP. AND THEN WHAT YOU'LL SEE THIS YEAR IS APPEARING IN MORE AND MORE PLACES ACROSS ALL OF OUR PRODUCT SERVICES, ESPECIALLY THINGS LIKE GMAIL.
>> WHEN PEOPLE TALK ABOUT GETTING TO AGI AND SORT OF HOW QUICKLY ALL OF THIS CAN SCALE, THERE HAS BEEN THERE'S SORT OF TWO VIEWS. ONE IS IF YOU JUST THROW MORE COMPUTE PROCESSING POWER AT THIS, WE CAN GET THERE. THERE'S ANOTHER VIEW THAT THERE NEEDS TO BE SOME KIND OF REALLY BREAKTHROUGH SCIENTIFIC RESEARCH SHIFT.
WHICH IS IT? >> WELL, ACTUALLY, I HAVE A KIND OF IN-BETWEEN VIEW, WHICH IS THAT I THINK IT'S AN EMPIRICAL QUESTION. SO I FEEL LIKE WE'RE STILL GETTING LOTS OF AMAZING GAINS OUT OF PUSHING THE EXISTING PARADIGMS, THESE LLMS, THESE FOUNDATION MODELS LIKE GEMINI, THEY'RE GETTING BETTER AND BETTER WITH EACH ITERATION, AND WE SEE NO END TO THAT.
BUT ON THE OTHER HAND, TO GET TO FULL AGI, THERE'S SOME MISSING CAPABILITY. STILL, THEY DON'T DO CONTINUAL LEARNING. THEY CAN'T THEY DON'T HAVE TRUE CREATIVITY YET.
THEY DON'T DO LONG TERM PLANNING AND REASONING. SO IT'S A QUESTION MARK ABOUT SOME A COUPLE MORE, MAYBE A HANDFUL, YOU KNOW, 2 OR 3 NEW BIG BREAKTHROUGHS NEEDED IN ORDER TO GET TO ALL THE WAY TO AGI, OR WILL SCALING UP THE EXISTING TECHNIQUES BE ENOUGH? AND WE'RE DOING BOTH.
SO WE'RE IN WE'RE WE HAVE THE LUXURY OF BASICALLY HAVING THE DEEPEST AND AND BROADEST RESEARCH BENCH. AND WE CAN PUSH BOTH TO THE MAXIMUM. >> THERE'S A BIG QUESTION ABOUT WHETHER THERE'S AN AI BUBBLE.
YOU'VE HEARD THAT OVER AND OVER AGAIN. YES. IS THERE A BUBBLE?
>> WELL, I DON'T THINK IT'S A BINARY YES OR NO. I THINK SOME THE INDUSTRY IS BIG NOW AND THERE'S MANY PARTS TO IT. I THINK SOME PARTS OF THE OF THE AI FIELD MAY BE IN A BUBBLE.
I MEAN, IF YOU LOOK AT THINGS LIKE THE NEW HOT STARTUPS THAT RAISING BILLIONS OF DOLLARS IN A SEED ROUND WITH, YOU KNOW, NO PRODUCT OR TECHNOLOGY YET, THAT SEEMS A LITTLE BIT FROTHY TO ME AND PERHAPS UNSUSTAINABLE. BUT ON THE OTHER HAND, YOU KNOW, THERE ARE LOTS OF AMAZING USE CASES GOING ON AND PRODUCTS BEING. >> USED IN TERMS OF SPENDING.
PEOPLE TALK A LOT ABOUT SPENDING ON DATA CENTERS AND THE NEED FOR NEW CHIPS. WHEN YOU THINK ABOUT SORT OF WHAT COMES NEXT, DO YOU THINK WE COULD HAVE A DEEP SEEK LIKE MIND, DEEP SEEK LIKE MOMENT RATHER, WHERE THERE'S SOME KIND OF MAJOR TECHNOLOGICAL REVOLUTION WHERE PEOPLE SAY, OH, MAYBE WE ACTUALLY DON'T NEED ALL THIS PROCESSING POWER. >> YEAH, I THINK IT'S VERY UNLIKELY.
AND I ALSO THINK THE DEEP SEEK MOMENT WAS, WAS A LITTLE BIT OVERBLOWN IN MY OPINION, LIKE THEY HAD TO UTILIZE SOME OF THE WESTERN MODELS IN ORDER TO, TO KIND OF FINE TUNE AGAINST AND TO TRAIN FROM. SO IT WASN'T, YOU KNOW, WHAT THEY REPORTED THIS VERY SMALL TRAINING NUMBER WASN'T QUITE THE FULL PICTURE. IT IS POSSIBLE THAT ONE OF THESE, THERE COULD BE A BREAKTHROUGH THAT DOES INCREASE THE EFFICIENCY OF THINGS, MAYBE THINGS LIKE SELF-IMPROVEMENT, WHERE YOU COULD IMAGINE THERE'S SOME CYCLE WHICH REQUIRES LESS COMPUTE POWER.
BUT FOR NOW, YOU KNOW, WE THINK THAT MORE COMPUTE. YOU NEED COMPUTE FOR LOTS OF THINGS FOR TRAINING, FOR SERVING, AND FOR EXPLORING NEW IDEAS. AND BUT OF COURSE, WE'RE ALSO ALL OF US ARE TRYING TO MAKE OUR MODELS, OUR LEADING MODELS, AS EFFICIENT AS POSSIBLE.
SO, IN FACT, OF THE GEMINI THREE MODELS, OUR FLASH MODEL, WHICH IS SORT OF THE WORKHORSE MODEL, MAY BE THE MOST IMPORTANT BECAUSE WE CAN DEPLOY THAT EVERYWHERE. >> A LOT OF HAND-WRINGING AROUND HERE ABOUT JOBS AND WHAT ULTIMATELY HAPPENS TEN YEARS FROM NOW. MAYBE IT'S FIVE YEARS FROM NOW.
I DON'T KNOW IF YOU THINK, EVEN WHEN YOU LOOK AT EMPLOYMENT NUMBERS TODAY, THAT TO THE EXTENT THAT THERE'S ANY SOFTNESS, IT'S A FUNCTION OF AI AND PRODUCTIVITY BEING MORE SUCCESSFUL. >> YEAH, I THINK IT'S EARLY DAYS. I DON'T THINK THERE'S ANY REAL EVIDENCE YET OF ANY CHANGE IN THE JOB MARKET, PERHAPS A LITTLE BIT ON THE ENTRY LEVEL, MAYBE JOBS AND INTERNSHIPS.
BUT I THINK IN THE NEXT FIVE YEARS AT LEAST, IT'S GOING TO BE MORE THAN MADE UP FOR WITH EXTRAORDINARY NEW OPPORTUNITIES. THESE TOOLS ARE GOING TO ARE GOING TO DELIVER, ESPECIALLY FOR INDIVIDUAL CREATORS, YOU KNOW, ARTISTS AND CREATORS AND GAME DESIGNERS, FOR EXAMPLE, THAT CAN CREATE WHOLE APPS ALMOST ON THEIR OWN. SO THAT SHOULD, I THINK, IF IF I WAS TO ADVISE THE YOUTH OF TODAY.
