一年前，谷歌似乎是垂死病中，被OpenAI打得满地找牙。 一年后，戏剧性的一幕出现了，为OpenAI提供算力供给的英伟达、亚马逊、微软、甲骨文股价连续下 跌，而左手Gemini 模型右手丰富变现场景的谷歌，股价持续上涨，仅7 个月就翻番。 一年前，在2024年谷歌I/O开发者大会时，Open AI 创始人奥尔特曼曾直接嘲讽Gemini产品，甚至对发 布会布置提出质疑："我无法不去思考OpenAI和谷歌之间的美学差异。" 一年后，巴菲特在退休前，首次建仓买入了谷歌。段永平也评论道："现在市场上的大模型很多，10年 后能活下来的大概率不会超过10%。我会猜Gemini，因为背后的谷歌很强大，而且已经醒了。" 其实今年9月下旬，在云栖小镇，遇到的一位朋友曾对我说，"现在重仓谷歌还不算晚"。这位朋友或许 不精通代码，但多次探访硅谷，让他得出了一个结论：谷歌已经追上来了，它在AI 领域很快将再度爆 发。 两个月后的上周，谷歌正式发布Gemini 3.0 Pro，它在20个基准测试中狂揽19项领先，在Humanity's Last Exam测试中以41%的准确率远超GPT-5 Pro的31.64%，彻底扭转了谷歌在AI竞 ...

机器之心报道 机器之心编辑部 当 ChatGPT 在 2022 年底横空出世时，整个科技行业都被这股突如其来的对话式 AI 浪潮震得措手不及。 而彼时的谷歌，这家在 AI 领域深耕十余年的巨头，却显得格外沉默。它拥有深厚的技术积累，却没有第一时间拿出与之匹配的产品回应。 一时间，被外界贴上了 「反应慢」「优势不再」 的标签。 为了应对 ChatGPT 带来的冲击，谷歌匆忙推出对话式 AI Bard，但 Bard 的首秀不仅未能扭转局势，反而因回答失准、体验不稳而引发新一轮质疑。 再看 OpenAI 这边，爆款产品一个接一个地涌现。 面对汹涌而来的竞争压力，谷歌创始人 谢尔盖・布林以「创始人模式」回归，还亲自写代码。谷歌内部也开始大刀阔斧的整合，将 Google Brain 与 DeepMind 合 并为 Google DeepMind。 事实上，布林的回归，很大程度上拯救了谷歌。 Gemini 不让写代码， 布林在公司大吵一架 在布林最近的一次采访中，他透露了一个有意思的事情。 理由是 Gemini 必须保持纯粹，不能用它…… 反正一堆特别奇怪的理由，让我完全无法理解。 明明 Gemini 的代码能力很好，却 ...

Alphabet Inc., aka Google’s ( GOOG / GOOGL ) AI strategy, has come a long way from the era of Bard and premature Gemini demos . This has gradually reversed earlier fears that theAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no busin ...

谷歌-C和 谷歌-A周一股价再创历史新高！大涨超5%！市值逼近4万亿美元！大概率将成为全球第3家市值超越4万亿美元的公司。谷歌在11月份逆势上 涨，成为M7里唯一逆风飞扬的公司，成为全球AI新的风向标。 如果你把时间拨回到 2022 年底，很难想象今天的 Google。 那时候，它是一个被 ChatGPT 打懵的巨头：手里握着 Transformer、LaMDA 这些一代又一代的基础发明，却看着 OpenAI 把大模型第一次做成了真正 意义上的大众产品——用户在 ChatGPT 上疯狂涌入、华尔街情绪剧烈摇摆、Alphabet 股价一年之内跌去近四成。 这一篇，不是在给 Google 做"事后诸葛式"的胜利总结，而是把这两年拆开来，看看一家巨头在被迫加速时，究竟牺牲了什么、学到了什么， 又赌上了什么。 《WIRED》采访了 50 多位现任和前任 Googler，从写底层模型的工程师，到天天和监管、风险对线的法务与安全团队，再到坐在董事会门口 做路演的高管。 从结果看，过去两年当然有值得写进"成功史"的桥段。 Gemini 3 代表的是 Google 在技术正面战场上的一次翻身仗：不再满足于"我们也有大模型"， ...

Core Insights - Google has emerged as the top performer among the "Magnificent 7" tech giants in 2023, reversing its previous status as the cheapest in valuation within the group, largely due to its successful AI integration and product launches [1][3] - Alibaba has also seen a significant turnaround with an 82% increase in stock price, attributed to its strong focus on AI and substantial investments, marking a recovery from four years of decline [1][2] Google’s Recovery - Google's stock price surged after the successful launch of Gemini 3, which outperformed expectations and positioned the company as a leader in AI applications [1][4] - Sergey Brin's return to Google played a crucial role in revitalizing the company, as he addressed internal inefficiencies and restructured teams to enhance AI development [4][6] - The company’s ability to attract and retain top talent in AI was bolstered by Brin's direct involvement and strategic decisions [4][6] Alibaba’s Turnaround - Alibaba's market value plummeted from approximately $860 billion in 2020 to around $1.8 trillion in 2024, but it has since regained momentum through aggressive AI investments [2][5] - The company announced a significant investment plan of 380 billion yuan in AI infrastructure, demonstrating its commitment to becoming a leader in the AI sector [2][5] - Jack Ma's re-emergence in the company has led to strategic changes and increased investor confidence, with stock prices rising following his public appearances [5][6] Strategic Insights - Both Google and Alibaba's recoveries highlight the importance of founder involvement in driving strategic clarity and execution speed, which are critical in the fast-evolving tech landscape [6][7] - The willingness to make bold investments and structural changes is essential for large tech companies to adapt to disruptive innovations like AI [6][7] - The current market dynamics suggest that companies must embrace a "re-entrepreneurship" mindset to navigate the challenges posed by technological advancements [7]

Core Insights - Google's AI journey over the past three years has been marked by significant challenges and a remarkable turnaround, culminating in the launch of Gemini 3 [2][7] - The company faced a crisis following the launch of ChatGPT in late 2022, which prompted an urgent response to develop competitive AI products [2][3] Timeline of Key Events - In November 2022, OpenAI's ChatGPT launch caused anxiety at Google, revealing weaknesses in its LaMDA model [2] - In December 2022, Google initiated "Code Red," assembling a team to develop a competing product within 100 days [2] - February 2023 saw the rushed launch of Bard, which resulted in a significant stock drop for Alphabet due to a major error during its demonstration [3] - In April 2023, Google merged DeepMind and Google Brain into Google DeepMind (GDM) to streamline AI development [3] - Gemini 1.0 was released eight months later, showcasing a multi-modal model that initially faced market skepticism [3][4] - By February 2024, Bard was rebranded as Gemini, and Gemini Advanced was launched, achieving over 5 million paid users in its first month [5] - The release of Gemini 2.0 in December 2024 further solidified Google's position, with significant improvements in performance metrics [5] - In March 2025, Gemini 2.5 Pro topped various AI rankings, showcasing its advanced capabilities [6] Organizational Changes and Talent Strategy - Google's AI division underwent a significant restructuring from a dual-team system to a centralized model with the formation of GDM [9] - Key personnel, including Demis Hassabis and Jeff Dean, were pivotal in driving the new AI strategy and culture [10] - Aggressive talent acquisition strategies included high compensation packages to attract top talent from competitors [11] - The company shifted from a relaxed work culture to a more intense environment, leading to employee protests over work conditions [12] Financial Investments in AI - Google's financial commitment to AI has dramatically increased, with expenditures rising from $31.5 billion in 2023 to a projected $90 billion in 2025, with a significant portion allocated to AI [13] - Comparatively, Google's AI spending far exceeds that of competitors like OpenAI and Meta, positioning the company for rapid advancements in the AI ecosystem [13][14]

Meta风向已变，Yann LeCun承认马上离职！ 据多家权威媒体报道，Meta首席AI科学家、负责「基础AI研究」（FAIR）的Yann LeCun，预计将很快离职。 这位65岁的AI界元老，在Meta这家全球最大的科技公司之一担任核心大脑，可以说拥有无限的资源。 Meta可谓挥金如土。它用天价薪酬疯狂从对手那里挖角顶尖AI专家。 在7月，扎克伯格甚至宣称「超级智能已近在眼前」。 那么，LeCun为何要离开Meta呢？只是因为Meta的人事动荡吗？背后有何隐情？ 小扎转向，LeCun失势？ 今年夏天，年仅28岁的Alexandr Wang成为Meta的首席AI官，让这位初出茅庐的大语言模型狂热者成了LeCun的上司。 此外，Meta今年还任命了另一位相对年轻的首席科学家赵晟佳（Shengjia Zhao），职位也在LeCun之上。 如果你好奇为什么LeCun和Zhao都是首席科学家，那是因为Meta的AI部门组织架构相当奇特，分成了多个独立的团队。 在官方公告中，Meta盛赞了赵晟佳在scaling方面带来的「突破」。而LeCun恰恰对scaling失去了信心。 他还告诫博士生：「不要做LLM」。 媒体不 ...

Core Insights - Alphabet has lagged behind other AI stocks in the "Magnificent Seven" but is now emerging as a leader in the AI space, improving its offerings despite initial setbacks with its AI release Bard [1][2] - Google maintains a strong position in the search engine market, as users are unlikely to switch due to the integration of its search bar in browsers, making it a more reliable option for quick searches compared to AI models like ChatGPT [3][4] - Google is expanding into the hardware space with its Tensor Processing Units (TPUs), although it still faces competition from Nvidia, which holds a significant share of the AI market [5][6] Group 1 - Alphabet's stock performance has not matched the parabolic gains of other AI stocks, attributed to a previous unsuccessful AI release [1] - Google has made significant improvements and is now seen as a leader in AI, surpassing many competitors despite their head start [2] - The argument that Google's search engine is threatened is flawed, as users have more to lose by switching, given Google's dominance in the search bar space [3] Group 2 - For quick and reliable searches, Google remains unmatched, as navigating to an AI website for answers is less intuitive for most users [4] - Google is gaining traction in the AI hardware market, with Anthropic planning to purchase up to one million TPUs from Google [5] - While Google's TPUs are not as versatile as Nvidia's GPUs, the company has a strong software and hardware integration that is unique in the AI industry [6]

今天听完了Acquired.fm播客发布的《Google: The AI Company》完整音频，整整四个小时，信息密度极高，非常震撼。这期节目用25年的时间跨度，完整 还原了Google如何汇聚全球最顶尖的AI人才、发明了Transformer这个改变世界的技术，却眼看着自己培养的人才创建OpenAI和Anthropic，最终陷入史上 最经典的创新者困境。 听完后我整理了这份详细的编译，希望能帮你理解这个科技史上最引人入胜的案例。 史上最经典的创新者困境 想象这样一个场景： 你拥有一家极其赚钱的公司，在全球最大的市场之一中占据90%的份额，被美国政府认定为垄断企业。然后，你的研究实验室发明了一项革命性技术—— 这项技术比你现有的产品在大多数应用场景中都要好得多。 出于"纯粹的善意"，你的科学家们将研究成果发表了出来。很快，创业公司们开始基于这项技术构建产品。 你会怎么做？当然是全力转向新技术,对吧? 但问题是：你还没有找到让这项新技术像旧业务那样赚钱的方法。 这就是今天的Google。 2017年，Google Brain团队发表了Transformer论文——这篇论文催生了OpenAI的ChatGPT、 ...

Core Insights - The earnings reports from major tech companies highlighted strong performance and significant investments in artificial intelligence, indicating a robust outlook for AI growth in the coming year [2][3]. AI Investments - Major tech firms, including Apple, Microsoft, Alphabet, Amazon, and Meta, reported better-than-expected earnings and emphasized their commitment to increasing AI investments [2][4]. - Cloud providers are forecasting continued growth in capital expenditures, driven by the need for data centers to support AI model training and operations [6][7]. - Citi analysts project a 24% growth in cloud data center capital expenditures by 2026, benefiting semiconductor companies like Nvidia, Broadcom, and AMD [8]. Company-Specific Developments - Amazon raised its full-year capital expenditures forecast, while Alphabet increased its capex guidance for the third time this year, anticipating significant growth next year [7]. - Meta's shares declined after missing earnings estimates due to a one-time tax charge, despite raising its capex guidance for the year [9][10]. - Meta's total expenses rose 32% year-over-year in Q3, driven by increased employee compensation from aggressive AI hiring, raising concerns about its spending sustainability [11]. Market Dynamics - Alphabet's AI search features have positively impacted its search revenue growth, which accelerated from 10% in Q2 to 15% in Q3, countering earlier concerns about its competitive position [12][13]. - Microsoft executives addressed investor concerns regarding customer concentration risks, highlighting a diverse customer base contributing to its record backlog, which grew 51% to $392 billion [16][17].