Core Insights - Alphabet (GOOGL) and Apple (AAPL) are leading providers of consumer app marketplaces, focusing on integrating artificial intelligence (AI) to enhance user engagement and market share [1][4]. Consumer Adoption of AI - Individual consumers have been slow to adopt AI, with only 35% using generative AI compared to 95% of businesses, primarily due to privacy and security concerns [2]. - Recent data indicates a shift, with 61% of U.S. adults using AI in the past six months, and 19% using it daily, suggesting a growing acceptance of AI tools in daily life [3]. Market Potential - By 2030, AI-influenced consumer spending in the U.S. is projected to reach $4.4 trillion, with significant contributions from younger demographics [4]. Competitive Analysis: Alphabet vs. Apple - Alphabet's cloud-centric approach has led to over 270 million paid subscriptions, with Google Assistant (Gemini) being the second most used AI assistant in the U.S. [5][6]. - Apple is expanding its AI capabilities with Apple Intelligence but is currently lagging behind Alphabet in terms of impact and user engagement [8][10]. Financial Performance - GOOGL's earnings estimate for 2025 is $9.56 per share, reflecting an 18.91% increase from 2024, while AAPL's estimate has slightly decreased to $7.10 per share, indicating a 5.19% growth [11][12]. - Year-to-date, GOOGL shares have declined by 3.3%, outperforming AAPL's 16% drop [13]. Valuation Metrics - Alphabet's Price/Sales (P/S) ratio is 6.41, lower than Apple's 7.52, indicating a more favorable valuation for GOOGL [16][17]. Investment Outlook - Alphabet is positioned as a stronger investment opportunity in the consumer AI space due to its innovative offerings and market leadership, while Apple is still in a catch-up phase [20][21].

Group 1 - Google plans to introduce the Gemini AI assistant on smartwatches running Wear OS 4 and later, including brands like Pixel, Samsung, OPPO, OnePlus, and Xiaomi [1] - Users can activate Gemini through various methods such as voice command "Hey Google", long-pressing the side button, or tapping the Gemini app icon [1] - Gemini can assist in practical scenarios, such as cooking inquiries and weather-related questions [1] Group 2 - The assistant has cross-application task execution capabilities, allowing users to summarize emails or add events to their calendar [3] - Users can record important information and set reminders through Gemini [3] - Google has upgraded the Circle to Search feature, enabling users to search using AI Mode's deep reasoning capabilities [3] Group 3 - The AI overview presentation has been optimized for better visibility and richer visual elements [3] - Pixel 9 Pro users will receive a one-year free subscription to Google AI Pro, which includes the Veo 3 feature for generating short videos with natural audio from text descriptions [3]

Google brings Gemini to Wear OS watches, adds AI Mode to Circle to Search | TechCrunch https://t.co/gib4lwTltf ...

在之后，你会发现 Google 搜索框出现在屏幕的下半方并显示搜索结果，你也可以复制选中的文字，或者分享选中的图片。此外这个功能也提供了一些工 具，包括一键翻译屏幕、听歌识曲，或者打开 Google 搜索。当屏幕上有链接、邮件、电话号码、二维码的时候，也可以一键跳转。 2024 年 1 月开始，这个世界的进程真的悄悄改变了。对我来说宇宙里现在可能真的只剩下两种智能手机，一种是有 Circle to Search的，一种是没有的。在 去年夏天，我更换了搭载 Circle to Search 功能的一代神机 Pixel 9 Pro。 在这篇文章里，我会向你介绍为什么 Circle to Search 这个功能与后来者对比起来是如此优秀、该功能应该如何使用，以及它的使用实例和界限。 Circle to Search, XOXO 简单地说，Circle to Search 是 Google 在 Galaxy Unpack 上发表的、在三星 Galaxy S24 系列和 Google Pixel 8 系列上首发的全新交互方式。它的主要功能是 通过简单的手势圈选屏幕区域，再根据屏幕划分结果提供圈选结果，可以是文字，也可以 ...