谷歌开发者大会上，谷歌展示了其强大的AI实力，发布了23个AI产品，其中包括开源大型语言模型和 Gemini 1.5 Pro 模型集成到聊天机器人移动应用程序中。谷歌将AI技术融入搜索引擎、Android系统、办公软件等各个领域，并试图打造一个“答案和行动”引擎，为用户提供更智能的服务。

😁 **谷歌的AI野心**：谷歌正在将搜索引擎从传统的关键词匹配转变为“谷歌为你搜索”的智能模式，将AI融入搜索引擎、Android系统、办公软件等各个领域，打造一个“答案和行动”引擎，为用户提供更智能的服务。谷歌希望通过这种方式，将搜索引擎升级为一个更强大的工具，满足用户更复杂的需求。 谷歌正在将搜索引擎从传统的关键词匹配转变为“谷歌为你搜索”的智能模式，将AI融入搜索引擎、Android系统、办公软件等各个领域，打造一个“答案和行动”引擎，为用户提供更智能的服务。谷歌希望通过这种方式，将搜索引擎升级为一个更强大的工具，满足用户更复杂的需求。

🤩 **Android系统中的AI助手**：谷歌正在开发一个虚拟助手，并将其集成到Android操作系统中，这意味着这个助手将与Android系统无缝集成，成为用户日常使用的核心工具。这个AI助手将能够理解用户的意图，并提供更个性化的服务，例如根据用户的喜好推荐内容、帮助用户完成任务等等。 谷歌正在开发一个虚拟助手，并将其集成到Android操作系统中，这意味着这个助手将与Android系统无缝集成，成为用户日常使用的核心工具。这个AI助手将能够理解用户的意图，并提供更个性化的服务，例如根据用户的喜好推荐内容、帮助用户完成任务等等。

🥳 **Gemini 1.5的应用**：谷歌正在将Gemini 1.5模型集成到其所有产品中，包括Google Sheets、Google Photos、Gmail等。这意味着用户可以通过Gemini 1.5模型来查询、搜索和总结数据，获得更便捷、高效的服务。 谷歌正在将Gemini 1.5模型集成到其所有产品中，包括Google Sheets、Google Photos、Gmail等。这意味着用户可以通过Gemini 1.5模型来查询、搜索和总结数据，获得更便捷、高效的服务。例如，在Google Sheets中，用户可以使用Gemini 1.5模型来分析数据、生成图表等等；在Google Photos中，用户可以使用Gemini 1.5模型来搜索图片、生成图片摘要等等；在Gmail中，用户可以使用Gemini 1.5模型来总结邮件内容、自动回复邮件等等。

🤔 **谷歌的战略布局**：谷歌正在积极布局AI领域，并试图将AI技术融入到其所有产品中，这将对其竞争对手构成巨大挑战。例如，谷歌的AI助手将与苹果的Siri、亚马逊的Alexa等竞争；谷歌的Gemini 1.5模型将与OpenAI的ChatGPT等竞争。谷歌的战略布局将改变科技行业的竞争格局，并将对未来的科技发展产生深远的影响。 谷歌正在积极布局AI领域，并试图将AI技术融入到其所有产品中，这将对其竞争对手构成巨大挑战。例如，谷歌的AI助手将与苹果的Siri、亚马逊的Alexa等竞争；谷歌的Gemini 1.5模型将与OpenAI的ChatGPT等竞争。谷歌的战略布局将改变科技行业的竞争格局，并将对未来的科技发展产生深远的影响。

by Evan Armstrong in Napkin Math

By my count, Google launched 23 products at yesterday’s developer conference. 

Well, launched isn’t the right word. It was more akin to when your cousin starts posting the back of some dude’s head in her Instagram Stories and you realize she has a boyfriend. In that spirit, let’s say Google soft-launched 23 products, even though it only actually released two. One was an open-source large language model, and the other was the integration of its Gemini 1.5 Pro model into its chatbot mobile app. Everything was about artificial intelligence: Executives said “AI” 120 times in the space of two hours. If AI was the most common term, I would venture to guess that the second most common was “coming soon.”

What yesterday’s presentation did demonstrate was power. Google’s search engine, which is arguably the best business model ever invented, throws off an incredible amount of excess capital. That cash cannon is now firmly pointed at AI. The company previewed new hardware, new AI integrations into consumer products, new chips, and new models.

When a technology paradigm shift is underway, it is not yet clear what will work and where the profit will pool. Startups have to pick their bets, while big companies have the benefit of being able to bet on everything at once. Google is in this happy latter position. CEO Sundar Pichai will invest in as much as he can and hope that it doesn’t disrupt the search engine cash cow too much.

The company is throwing a bunch of stuff at the wall, but these are the things I think will matter the most:

Agentic search: Google is aiming to go from normal search to where “Google does the googling for you.” Google in Android: Google is creating a virtual assistant that will come bundled at the operating system level.Gemini 1.5 everywhere: From its Google Sheets to Google Photos to Gmail products, Google is integrating the ability to query, search, and summarize your data. 

Let’s go through each of these in more depth, talk about where power will accumulate, and look at what this all means for Google’s competition...

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Google’s transformation into an answer-and-action engineThe competitive advantage Google gains from layering Gemini atop its Android operating systemHow Google will integrate Gemini into its full suite of productsThe strategic implications for Big Tech and OpenAI

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