GOOG
⚠️ Initially viewed as threatened by AI, Google (Alphabet) was seen lagging behind in AI development.
🔄 Alphabet has since turned around, with Gemini and other tools showing strong performance.
🚀 The company is leveraging its ecosystem to integrate AI effectively, offering competitive AI solutions.
💰 Despite previous concerns, Alphabet is now considered a potential winner in the AI race, with its valuation reflecting this shift.
@Academiadeinversion:
“One company I saw threatened by AI was Google, Alphabet, because I saw that it was lagging behind approximately a year ago. I saw it very lost when it started with Bart. I saw that it was lagging behind. Then the leap to Gemini gave absurd answers, woke answers, like, I don’t know, everything was racialized, things like that. That is, I saw that they were very out of what the market was asking for, and I reduced it a bit in its day. Now it has risen quite a bit, but for the moment, I continue to have an important position because I believe that it is being one of the winners. It has turned around, and Alphabet is pleasing me very much. And, in fact, in some tools and some models, for the Notebook Elm, Gemini, Gemini itself is very good, and above all, with the new Deep Research models, you have things at a fraction of the cost of the Chat GPT Pro, which may not do it as well, but of course, it costs 10 times less. The image model, the video model, that is, it is… Look, Open AI is still there, but Google is doing very well, very, very well, in my opinion. This changes very quickly, but as of today, I always say the date we are because this changes very quickly, but February 2025, Google is surprising me for good, and for very good. In fact, possibly the next tool we will see will be Gemini and with these new characteristics, like Deep Research, how the ecosystem gets involved, how to do things within the Google ecosystem through Gemini, I am very pleased with what it is doing. That is, I went from seeing it threatened, which it does have a part of threat with the search part, but I am also seeing that part of opportunity and of being one of the possible winners.”
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