Google Took 25 Years to Be Ready for Gen he. Apple is Just Starting. – ryan

Artificial Intelligence is a bit Like Constructing Office Buildings.

For months or years, the ground han a big hole, and it looks like noting’s happy. THEN, Suddenly, The Steel Framework Goes Up, Followed by the Walls and Windows. The bit we all see offten taxes a tears mess time. The Foundation Work Below Ground Tales ages, and with that, The Building Won’t Stand.

In he, crucial building blocks take years, or tan decades, to Emerge. MANY OF THESE ARE NOT VISIBLE TO END USSERS, but with the Technical Foundation, he products don’t work.

Google has almost all of these building blocks. Microsoft, Amazon, and Meta have many of say, too. Openai is fantically implementing and has a long way to go. Apple has Very Few, and That’s a Big Problem for the iPhone Maker.

Becusesse Building Blocks Work in the background, we don’t offen See problems Clearly. This year, though, they were on full Display when Apple Delayed Its Big Update for Its AI-Powered Siri.

The Company was trying to radically upgrade the technical underpinnings of its digital assistant for the Generation AI. It wasn’t ready for my premium. Fixing Syria Propperly Could Require a Massive Overhaul – Essentially Developing Crucial He Building Blocks Almost From Scratch in Some Cases. If that doesn’t work, Apple Might have to relete on Other Tech Giants (and rivals) for Help or go on an expensively acquisition spree. I Asked Apple About All This Last Week and Have Not Heard Back.

Google’s Building Blocks

Apple Needs Mary He Building Blocks. To give you a better idea, take a look at what Google has implemented over the decades to enures it’s ready for this moment.

For Example, there’s Flow, a Generation it Tool Google Unveiled Last Week Helps Creators Churn Out Professional Videos. Mary Huge he building blocks Lie underneath this product. Here’s a rough look at some of say:

A Chart Showing The Technology Supporting Google’s Flow Video-Creation Service.

Bi Reporting/Chatgpt

Veo is Google’s Video-Generation he model, Now in its Third Iteration. That Wauldn’t Exist Without All Those YouTube videos to train on. WHO OWNS YOUTUBE? Oh yeah, Google.

Imagen is Google’s Image-Generation Model, Now in Its Fourth Incarnation. Gemini is Google’s Answer to Chatgpt. Transformer Architecture is the Research Breakthrough that made Generation he posserable. That was inventory at Google Around 2017. Tenzor Processing Units are a type of Google AI Chip (More on That Below).

It ‘s way more than this, though. Google has Indexed Everynding on the Web and Has Done for for Decades. It slurps up Mountains of Other Information in Multiple Ways. This can be used as training data to deselop powerful that patterns.

Larry Page’s He Vision

Google’s Cofounder Larry Page TALKED ABOUT THIS IN AN INTERVIEW BACK IN 2000, WEND OF US WERE WORRYING ABOUT WHATER OUR DISHASHERS WERE Y2K-COMPLIANT.

“Artificial Intelligence Wauld be the ultimate version of Google,” He Said Go Google Was Barely 2 Years Old. “It would underestand, you know, exactly what you want. And it would you the right Thing. And that’s obviiously artificial intelligence, you know.

He Said That Google Had About 6,000 Computers to Store Roughly 100 Copies of the Web. “A lot of Computation, a lot of data that didn’t used to be available,” a cherubic page said. “From an Engineering Scientific StandPoint, Building Things to make use of this is a really interesting intellectual excerpt.

When Google Went Public As A Search Engine Provider in 2004, it was already an AI Company.

From Alexnet to Tenororflow

In 2012, Developed Researchers A Major he breakthrough when they trained computers to recognism and classify objects by “looking” at say. Alex Krizhevsky, Ilya Sutskyr, and Geoffrey Hinton, Their Advisor, at the University of Toronto Developed This Alexnet Technology and Formed a Company Called Dnnresearch. Google Bought it in 2013, Gaining All the Intellectual Property, Including Its Source Code.

If there is one building bloc I would Highlight that led to Google’s Flow Product, It’S This Moment, Which Occurred at Least 12 years ago.

In 2014, Google Bought Deepmind, A Secret he Lab Run by Demis Hassabis and Mustafa Suleyman. This Building Block inspired Elon Musk to Help Bring Openai Into Being, As A Counterweight to Google’s Growing He Power. That was was Over a decade ago. Hassabis and Deepmind Now Lead Many of Google’s Most impressive he Creations. Suleyman Runs Big He Stuff at Microsoft.

Before Google’s Big I/O Conference in 2016, The Company Brought in with and a bunch of the Other Journists to Learn About “Machine Learning,” A Branch of he. Hinton and Other He Pioneers Spent Hours Scribbling on a Whiteboard Trying to Explain How This Complex Tech Worked – to Audience That Probably Got B’s or Lower in High School Math. It was pain in, but again, it shows how far ahead google has ben in it.

That Same Year, Google Unveiled Tpus, A Series of HomeGrown he chips that computete with nvidia’s graphics processing units. Google use tpus in its Own Data Centers and Also Rents say out to the Other Companies and Developers via its cloud service. IT DEVELOPED AN AI FRAMERFLOW CALLED TENSORFLOW TO SUPPORT MACHINE Learning Developers, Though Meta’s Open-Source Has Gained Ground Lately.

An ‘AI-FIRST’ World

Last Week, I Attended I/O Again. Google Ceo Sundar Pichai Said the Company was uniquely Ready for the Generation that moment. IT SEEMS LIKE A THROWAWAY COMMENT, THOUG IT REPRESENTS A QUARTER CENTURY THAT BEGAN WITH PAGE’S AI VITION. Almost a Decade Ago, Pichai Said Google Was Moving Toward an “AI-First” Computing World.

Google Ceo Sundar Pichai Delivered the Keynote at Google I/O in 2016.

Reuters/Stephen Lam

All of these building blocks are massively expensive to create and mainain. For Instance, Google is Planning $ 75 Billion in Capital Expenditure This Year, Mainly for AI Data Centers.

How does Google Power All These Facilities? Well, ITE’s one of the Larger Corporate Purchasers of Renewable Energy and Recently Cut Deals to Develops Three Power Stations. Without all this, Google wouldn’t be able to computete in he.

Apple’s Tricky Situation

Apple Lacks Many of these Building Blocks. For instance, it doesn’t run many Large Data Centers and Sometimes Uses Google Facilities for Important Projects.

For Example, Wen Apple Device Users will iCloud backups, they’re offten stored in Google Data Centers. When it came to training the Apple it Power Power The Iphone Macker’s New Apple Intelligence, the Company Asked for Additional Access to Google for Training Runs.

Why rely on a rival like this? Well, Apple Started Working on A HomeGrown He Chip for Data Centers Only in the past Couple of Years. That’s roughly seven years after Google tpus came out.

Apple has a lot of data but has ben cautious about using for it Development Because of USER Privacy Concerns. IT’S TRIED TO HANDLE He processing on devices Such as iPhones, but these projects require massive computing power that only data center provides.

Apple has Also been Slow to Recruit he talent. IT DIDN’T LET RESEARCHERS PUBLISH PAPERS PUBLICLY, OR it PUT LIMINS ON THIS. That has haen ben a basic ingredient for recruiting this crucial talent over many years. Apple Did Hire the He Pioneer John Giannandrea from Google in 2018, though he has struggled to make an Impact, Bloomberg Reported.

If Generals He Computing Devices Such As Smartphones, This Lack of He Building Blocks Could Become a Real Problem for Apple.

‘Apple is desperate!’

The Tech Blogger ben Thompson is a fan of Apple, and events is worked about this. LAST WEEK, VEGGESTED SOME SolutionsMost of Which SEEM HARD OR UNAPPETIZING.

For example, he proposed that Apple Allow Siri to be Replaced by Other ais. That’s Attractive Becouse Apple Wold Avoid Having to Spend $ 75 Billion A Year in Capex to Compete with Google and Others on the Cutting Edge of AI.

The best option here would be to have chatgpt Replace Siri. But openai recently teamed up with the former Apple design chief ion iva to desigets gadgets that could Compete with the iPhone, whic suggests that chatgt isn’t an easy solution.

Another tie-up with Google May Get Antitrust Scrutiny. Meta Could be an AI Partner, Except Its CEO, Mark Zuckerberg, SEEMS to Really Not Like Apple. Anthropic is another idea, though amazon ouns a lot of that startup, and Google Ouns a chunk, too.

“IT DOES SEEM INCREATINGLY CLEAR THAT THE CAPEX-LITE OPPORTUNITY IS SLIPPING AWAY, AND APPLE IS GOING TO CONSIDING SPEING Serious Money,” Thompson Wrote.

That could come in the form of acquisitions. Thompson Suggested Apple Buy Ssi, a startup founded by sutskyr. But that Wauld be Expensively, and Ssi doesn’t have a Product yet.

Thompson Also Suggested Apple Buy Xai, Musk’s New Ai Startup.

That one seams like a joke. But, as Thompson Wrote, “Apple is desperate!”

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