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, $Alphabet-A (GOOGL.US)$, is making significant strides in artificial intelligence, according to a top analyst.
谷歌的母公司， $谷歌-A (GOOGL.US)$一位顶级分析师表示，在人工智能领域取得了长足的进步。
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.
发生了什么：深水资产管理公司的技术分析师吉恩·芒斯特在最近关于X. Munster的一篇文章中分享了他对谷歌2024年I/O主题演讲的见解，他重点介绍了该活动的三个关键要点。
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，谷歌在人工智能开发方面比OpenAI落后了大约六个月，但仍比该行业的其他公司领先大约五年。他观察到，谷歌的人工智能进步在其生成和代理人工智能技术中显而易见。
He wrote, "They're about 6 months behind OpenAI and about 5 years ahead of everyone else."
他写道：“他们比OpenAI落后了大约6个月，比其他所有人领先了大约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，谷歌将在其整个产品阵容中推出其人工智能Gemini，包括搜索、照片、工作场所、Gmail、安卓和相机。此举符合谷歌在2017年宣布成为人工智能优先的公司。
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.
最后，芒斯特谈到了生成式搜索对谷歌广告业务的潜在影响。他提到，谷歌正在向所有美国谷歌搜索用户推出人工智能概览，这是搜索生成体验的改进版。尽管进行了大规模的推出，但芒斯特指出，谷歌尚未提供计划如何通过该功能获利的具体细节。
Three takeaways from the $GOOG I/O Keynote:
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...— Gene Munster (@munster_gene) May 14, 2024
$GOOG I/O 主题演讲的三个要点：
1) 他们比OpenAI落后了大约6个月，比其他所有人领先了大约5年。他们今天展示的内容具有转型的所有标志，但大多数是录制的演示，而OpenAI则显示了现场演示。最重要的是...— 吉恩·芒斯特 (@munster_gene) 2024 年 5 月 14 日
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.
为何重要：I/O主题演讲讲讲述了谷歌的一系列重大进展。就在I/O主题演讲的前一天，芒斯特曾预测OpenAI可能会对谷歌的搜索业务构成重大挑战。尽管如此，I/O主题演讲表明，谷歌在人工智能领域正在取得实质性进展，有可能巩固其对抗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主题演讲也符合贾斯汀·帕特森等分析师的预期，他们预计该活动将巩固Alphabet的有意义的规模，并通过人工智能创新创造新的盈利机会。Gemini和人工智能概述功能的广泛推出符合这一预期，这表明谷歌正在积极寻求新的盈利策略。