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Bloomberg· 2025-07-09 14:10
Product Innovation - Samsung's redesigned smartwatches feature Google's Wear OS 6 software [1] - The new smartwatches integrate the Gemini AI assistant [1]
Google adds Chief AI Architect to accelerate development of AI products
CNBC· 2025-06-11 19:27
Core Insights - Google has appointed Koray Kavukcuoglu as Chief AI Architect to enhance its artificial intelligence strategy and product integration [1][2] - The appointment comes amid pressure for Google to monetize its AI technology, particularly from its DeepMind unit, as competition in the AI space intensifies [3] - Google is investing $75 billion in AI infrastructure this year while also implementing cost-cutting measures across various units [4] Group 1: Executive Appointment - Koray Kavukcuoglu has been appointed as the new senior vice president and will report directly to CEO Sundar Pichai [1][2] - His role will focus on product strategy, aiming for seamless integration of AI models into products, faster iteration, and greater efficiency [2] Group 2: Financial Investments and Strategy - Google is investing $75 billion into AI infrastructure in 2023, indicating a strong commitment to AI despite ongoing cost-cutting efforts [4] - The company has offered buyouts to employees in several units, including Search and ads, as part of its strategy to prioritize AI investments [4] Group 3: Competitive Landscape - Other tech companies, including Meta, Microsoft, and Amazon, are also heavily investing in AI, highlighting a competitive environment [5] - Google recently announced new AI products and a subscription plan for early access to AI tools at its annual I/O conference [6]
Sergey Brin points to where Google Glasses failed — and what Android XR gets right
CNBC· 2025-05-21 12:55
Core Insights - Google is re-entering the smart glasses market, with co-founder Sergey Brin emphasizing that this attempt will be different from previous efforts [1][3] - A partnership with Warby Parker has been announced, leading to a stock increase of over 15% for Warby Parker, as they plan to launch smart glasses next year [2] - The new smart glasses will utilize Google's Android XR operating system and will feature the Gemini AI assistant for user interaction [2] Company Strategy - Sergey Brin acknowledged past mistakes with the original Google Glass, which was launched in 2013 for $1,500, and expressed confidence in the glasses form factor [4] - The new design aims to look more like regular glasses, addressing previous concerns about the visible camera on the original prototype [4] Industry Context - The revival of Google Glass is positioned within the context of advancements in generative artificial intelligence, which Brin believes can enhance the product's appeal [3]
Warby Parker pops 15% on $150 million Google smart glasses partnership
CNBC· 2025-05-20 19:11
Core Insights - Warby Parker shares increased by over 15% following Google's announcement of a smart glasses partnership at its I/O developer conference [1] - Google has pledged up to $150 million for the project, with $75 million already invested in product development and an additional $75 million contingent on Warby meeting collaboration milestones [1] - The first products from the partnership are expected to launch after 2025, utilizing Google's Android XR operating system and Gemini AI assistant [1][2] Company and Industry Analysis - The collaboration between Warby Parker and Google is set to compete with the existing partnership between Meta and EssilorLuxottica, which has already launched multiple generations of smart glasses [3] - This partnership marks Google's re-entry into the eyewear market, following the controversial launch of Google Glass in 2013, which faced privacy issues [4]