本文约 4300 字，推荐阅读时长 16 分钟，欢迎关注新财富公众号。 2025年一年一度的谷歌I/O大会在5月20日正式落幕。 与以往不同的是，谷歌并没有选择在本次I/O大会上花大篇幅介绍他们最顶尖的AI大模型Gemini 2.5 Pro/Flash 有多么的"超神"，而是选择用无数个案例与实机演示，向全球观众展示了一套完整的"AI生 活指南"。 今年的I/O大会可以用这么一句话来概括：量大管饱，不秀肌肉秀技巧。 在每次谷歌大会之前，OpenAI都会发布产品来"狙击"谷歌。但今年OpenAI似乎黔驴技穷了，只推出 了CodeX这样一款不那么领先的编程Agent产品。人们说这一次，谷歌终于找回了自己的脸面，进入 了自己的节奏。 谷歌的龙场悟道，是因为它们重新捡起了自己的拿手绝活——应用生态。 看完了谷歌整场发布会，我们发现谷歌真正想做的，是将AI渗透到每一个C端的生态场景之中，并最 终依靠AI应用的全面包围，自下而上搭地重新建立一个新时代的操作系统。 而在这一方面，谷歌目前没有对手。 0 1 为什么只有谷歌能做到？ 2025 年 5 月，苹果高级副总裁 Eddy Cue 在美国司法部针对 Alphabet 提 ...

Group 1 - Google has introduced a new smart glasses product that features real-time voice translation, navigation, and visual recognition capabilities, aiming to eliminate language barriers for travelers [3][6][7] - The glasses can translate spoken language instantly, allowing users to communicate seamlessly in foreign countries without needing a translator [8][9][10] - The product is positioned not just as a translation tool but as a comprehensive travel assistant, providing information about landmarks and recommendations based on what the user is viewing [11][12][14] Group 2 - The focus of Google's recent developer conference was heavily centered on travel, indicating a strategic shift towards becoming a key player in the travel industry [20][22] - Google recognizes the threat posed by AI-driven travel assistants that can perform tasks traditionally handled by search engines, prompting the company to enhance its offerings [31][32] - The integration of AI into travel planning is expected to change the dynamics of the industry, with AI acting as a travel agent that can execute user commands and streamline the booking process [30][33][60] Group 3 - The emergence of AI as a dominant force in travel planning may lead to a "de-platforming" of traditional online travel agencies (OTAs), as users increasingly rely on AI for travel decisions [62][69] - Companies like Ctrip, Booking.com, and Airbnb are facing pressure to adapt to the AI landscape, as user engagement shifts from apps to AI interfaces [72][73] - The competition in the travel industry is evolving from a focus on user interface to backend API connections, as companies seek to integrate AI capabilities into their services [64][66]