(light music) [voiceover] What’s New in Google Accessibility Hey, everyone. It's Patrick Clary, a Google product manager working on assistive technology with another episode of What's New in Google Accessibility. Today we'll be discussing some exciting product updates for Android, YouTube, Pixel, ChromeOS, and Google Research.First, we're excited to share some helpful updates for Android, starting with developments for the blind and low-vision community. With a new expanded option for dark theme in the rece ...

Open AI might be under a lot of pressure lately, but Sam Alman is putting the spotlight on a fast growing part of the business separate from chat GBT as the race for AI maybe moves beyond chat bots. Dear Jabbosa has more in today's tech check. Dearra, hey Kelly.So the race is moving from what we see and prompt as chatbot users to what powers the backend for enterprises and developers. The metric which you're going to start hearing a lot more about is API usage. So the software talks directly to the model.On ...

Um, let's bring in Deutsche Banks Adrien Cox who wrote that note on OpenAI today. And Adrien, um, what do you I mean, not to be too myopic about the action today, but our investors now they've digested this massive reset over the past few months since Gemini's launch. Has that cleared the way actually for um, you know, for some maybe better data points.Um, or do you think this is so existential for OpenAI, it's going to be really hard for them. >> Well, I think you're right. This is actually in a way going ...

Core Insights - The current landscape for OpenAI and the broader AI industry is characterized by a shift from initial optimism to a more realistic assessment of capabilities and competition [2][3][15] - OpenAI faces significant challenges as it competes with established players like Google, which have vast resources and user bases [4][11] - The narrative surrounding OpenAI has been strong, but the reality of its business model and competition is becoming clearer, indicating that incumbents may continue to dominate the market [8][13][14] Company Analysis - OpenAI has 800 million weekly users, but its subscription revenue has stagnated since mid-2022, indicating a need for new revenue models [5] - The company is struggling to secure funding for its data center operations, which is a critical challenge compared to competitors who have substantial financial backing [4][5] - The rise of competitors like Google's Gemini is impacting OpenAI's market position and valuation, suggesting a shift in the competitive dynamics of the AI sector [12][13] Industry Trends - The AI market is witnessing increased competition, with major tech companies leveraging their existing business models to integrate AI capabilities [9][14] - The initial belief that OpenAI would disrupt incumbents is being reassessed, as established companies are adapting and thriving in the AI landscape [13][15] - The narrative of achieving Artificial General Intelligence (AGI) first is being challenged, with the realization that multiple players can catch up and compete effectively [8][9]

Open AAI's chief Sam Alman now touting a fast growing part of the business that's separate from chat GPT as this AI race now shifts beyond chat bots. Our dear DBosa explains in today's tech check. Morning Dee. >> Hey, good morning Carl.So Alman's not the only one talking about this. Google's Gemini has also been growing this metric and you're going to start hearing a lot more about it. So the metric is API usage.how often the model is being used by enterprise and by developers who are using open AAI technol ...

I lead about 30 plus partnerships with about 3.5% million followers on LinkedIn who are fired about fired up about inclusion and creating a world that works for everyone. So very excited >> and we wanted to have this conversation because >> we were we do the same thing. >> Yeah.>> In a lot of ways, right. We are trying to empower the doers, the other people who are doing things, especially connecting disconnected networks >> so that everything we were talking about what's the name of our talk and I think it ...

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Core Insights - Google's Gemini is gaining significant traction in the AI landscape, with Apple selecting it to enhance Siri's capabilities [1] - The development of Gemini has been a long-term effort, leveraging Google's extensive resources and research capabilities [2][4] - The latest version, Gemini 3, is reportedly performing well on various benchmarks, indicating strong model quality [4] Development and Infrastructure - The company has focused on improving infrastructure to integrate AI capabilities into its products efficiently, with plans to roll out Gemini features across various services, including Gmail [5] - There is an ongoing debate about the path to achieving Artificial General Intelligence (AGI), with some believing that scaling existing models may suffice while others argue for the need for significant scientific breakthroughs [6][9] Market Dynamics - Concerns about an AI bubble exist, particularly regarding startups that secure substantial funding without proven products [10][11] - Despite some areas potentially being overvalued, there are numerous successful applications and use cases in the AI sector [11] Future Outlook - The likelihood of a major technological revolution that reduces the need for processing power is considered low, with current trends indicating that increased computational resources are necessary for training and deploying AI models [12][13] - The impact of AI on the job market is still uncertain, with expectations that new opportunities will arise, particularly for creators and professionals who adapt to new tools [14][15]

Core Viewpoint - The quantum computing sector appears overvalued, driven by retail investor enthusiasm, and is characterized by speculative investments despite minimal revenue generation [1][5][13]. Group 1: Market Dynamics - Quantum computing stocks gained significant attention in 2025, particularly after Google's announcement regarding its Willow quantum chip in December 2024, which triggered a surge in stock prices [1][2]. - Stocks of companies like IonQ, D-Wave Quantum, and Rigetti Computing saw substantial increases following Google's update, indicating a strong market reaction [2][4]. - The sector has been compared to other speculative technology sectors that have risen alongside the AI boom, despite their current lack of substantial revenue [5][6]. Group 2: Retail Investor Behavior - Retail investors have shown a strong interest in quantum computing stocks, with some behaving similarly to meme stocks, driven by the potential for high returns [10][12]. - The appeal of quantum computing stocks lies in their promise of future technological advancements, with projections suggesting a potential $1.3 trillion value addition to various industries by 2035 [11]. - The popularity of these stocks among retail investors has raised concerns about their valuations, as they are not supported by significant revenue or technological advancements compared to larger tech companies [13][16]. Group 3: Technology Overview - Quantum computing operates on the principles of quantum mechanics, utilizing quantum bits (qubits) to solve complex problems more efficiently than classical computers [8][9]. - The technology holds potential for breakthroughs in fields such as pharmaceuticals and engineering, although the timeline for achieving disruptive scale remains uncertain [9][18]. Group 4: Expert Opinions - Experts like Scott Aaronson have expressed skepticism regarding the current batch of quantum computing stocks, suggesting that their price increases are more a result of marketing than genuine technological progress [16][17]. - The speculative nature of investments in quantum computing stocks, particularly among inexperienced investors, raises concerns about the sustainability of their current valuations [6][17].

‘The Big Short’ investor Michael Burry has issued a dire warning regarding the artificial intelligence (AI) sector, predicting a systemic collapse that not even federal intervention can prevent. Defining The Mania In a scathing post on X, Burry characterized the current AI investment frenzy as a “mania” that is mathematically destined to fail. Burry, famous for betting against the housing market before the 2008 crash, argues that the massive capital expenditures by the world's wealthiest corporations can ...