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  • Google Gives Robots Physical World Understanding

Google Gives Robots Physical World Understanding

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Bloomberg Mar 13 11:05 · 10.1k Views

Google's DeepMind unveils a new Gemini model, enabling robots to understand the physical world around them. Bloomberg's Mark Gurman joins Jackie Davalos and Sonali Basak on "Bloomberg Technology" to discuss.

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Transcript

  • 00:00 Mark, it seems like every big tech company has been unveiling some kind of new robotics venture as of late.
  • 00:06 How does Google stack up?
  • 00:08 Yeah, I've been trying to tell everyone on here, robotics, consumer robotics, is the next big thing in the industry, right?
  • 00:14 We
  • 00:15 had autonomous cars.
  • 00:16 We had mixed reality AR glasses.
  • 00:20 We have voice, right?
  • 00:21 But artificial intelligence is going to be at the core of everything.
  • 00:25 And really the ultimate hardware expression of AI
  • 00:28 is robotics, right?
  • 00:30 Being able to understand how a human acts, right?
  • 00:34 Artificially learn from data, right, and mimic a human.
  • 00:38 And that is what a robot is,
  • 00:40 right?
  • 00:41 And so you've seen Tesla play in this space.
  • 00:44 Now you're seeing Meta make a big investment in that space.
  • 00:48 And now today, Google is announcing new Gemini models and infrastructure specific to powering robots.
  • 00:54 So all of these companies want to play in this space.
  • 00:57 Meta announced versions of Llama, right, in a big investment to build consumer robots and to be at the center of everything.
  • 01:04 Meta wants to be the future operating system to power these robots.
  • 01:08 But they're going to have a big competitor here with Google, right, who has experience building operating systems for first party and 3rd party hardware.
  • 01:15 And obviously Gemini is right up there with Llama and ChatGPT and the other AI system.
  • 01:21 So this is a big deal not only for Google, but the industry at large.
  • 01:24 So
  • 01:24 Mark,
  • 01:25 how convincing is this push?
  • 01:27 Because we have seen Google try or Alphabet try to get into the robot
  • 01:32 world before.
  • 01:34 My understanding is that they shut down
  • 01:36 a spinoff company that was associated with this.
  • 01:38 So this time around, what's the difference and how big is the push?
  • 01:43 I think the difference this time is, is Gemini, right?
  • 01:45 The underlying AI technology is much different.
  • 01:48 It's much more advanced, it's more reputable, right?
  • 01:51 And now appears to be the time where companies are willing to put in the proper investment, the necessary infrastructure to make robotics happen, right?
  • 02:01 Waymo is being has been pretty successful comparatively in the industry.
  • 02:06 And So what you're seeing is a lot of data collection there, a lot of experience in autonomy and cameras, and that's technology that Google could ultimately use if it wanted to build
  • 02:16 its own humanoid.
  • 02:17 But don't count out Apple.
  • 02:18 Apple has skunkworks teams
  • 02:20 working
  • 02:21 on humanoid robots as well.
  • 02:22 The big difference is they're not going to publicly release an underlying robotic model, right?
  • 02:27 In order to support third party
  • 02:30 robots and other consumer hardware.
  • 02:31 They're going to go all in house.
  • 02:33 They're going to follow the Tesla method that you've seen from the Tesla bot over the past couple of years.
  • 02:38 So
  • 02:39 at some point in the next 5 to 10 years, you're going to see real competition between Google, Meta,
  • 02:44 Apple, Tesla, the Chinese companies and others in consumer robots.
  • 02:49 So
  • 02:49 stay tuned.
  • 02:50 This is this is going to be a really big deal.
  • 02:52 And some of those movies we've seen over the last several decades,
  • 02:55 they're starting to come to reality.