GOOG shares are up 40% YTD. The anti-trust overhang that we were concerned about for Google entering 2021 may not be much of an issue as it appears western Europe simply wants to levy a fine rather than make on the ground changes to the AI leader. A video summary of Google I/O is below.
Advances in NLP ought to help significantly with productivity, especially regarding video search which has utility across consumer, enterprise and military use cases.
Google’s TPU v4 AI chip doubles the processing power of its predecessor and is capable of processing an exaflop per second.
Interestingly, Google continues to invest in doing more “on-device” which requires an enormous investment to shrink an app’s footprint. This enables Google to collect more information about the user in real-time (rather than in the cloud or at the edge of the network). Google’s digital dossier about a given person is that much more robust when said person uses a Google Pixel phone.
A commercial-grade quantum computer within 10 years seems ambitious.