谷歌这场发布的后劲儿很大

Core Viewpoint - The article emphasizes that a "full-stack service system" may be the optimal solution in the current AI landscape, highlighting Google's competitive edge over other players like Apple, OpenAI, and the Chinese BAT companies [1]. Group 1: Google's Competitive Position - Google is perceived to be leading the AI race with its comprehensive service offerings, including advanced models, extensive traffic matrices, and self-developed infrastructure [1]. - The narrative suggests that despite fluctuations in Google's stock price, the company is making significant strides in AI, potentially outpacing competitors and reshaping the market [1]. Group 2: Industry Trends and Shifts - The article notes a strategic shift in the industry, indicating that chatbots and individual products are not the ultimate forms of AI; rather, the focus is on delivering results and outcomes [2]. - It highlights that user engagement metrics from the past internet era are becoming less relevant, with a new emphasis on the satisfaction derived from result delivery [2]. Group 3: Market Reactions and Future Outlook - There is uncertainty in the market regarding the impact of AI on Google's advertising business, leading to mixed reactions in stock performance [3]. - The article suggests that a clear signal of AI's commercial viability could alleviate concerns over advertising revenue, which is crucial for both Google and the broader AI sector [3].