RT Sundar Pichai (@sundarpichai)So many of you are loving turning your photos into short videos in the @Geminiapp and the Gemini API. Next up, we’ll be rolling this feature out to @YouTube Shorts and @GooglePhotos. And soon, Remix your Google Photos into comics, sketches + 3D animations. https://t.co/ct8AYvJpA7 ...

Google Photos adds AI features for 'remixing' photos in different styles, turning pics into videos | TechCrunch https://t.co/7pKFVa061z ...

Technology & Engineering - Google Photos' Magic Editor integrates complex CV and generative AI models into a seamless mobile experience [1] - The focus is on optimizing massive models for latency and size [1] - Crucial interplay exists with graphics rendering (OpenGL/Halide) [1] - The process involves turning research concepts into polished features for practical use [1] Product Development - The aim is to build tools that improve users' lives through greater expression, skill-building, and communication [1] Personnel - Kelvin Ma, a product engineer with 15 years of experience, is involved in developing innovative consumer applications used by millions [1]

Google Photos merges classic search with AI to speed up results | TechCrunch https://t.co/zZooqRVUE4 ...

Core Insights - Alphabet is enhancing its Pixel devices with new features such as the VIPs widget, AI-powered editing in Google Photos, and improved photography skills, alongside the release of Android 16 [1][2] - The introduction of these features is expected to increase Pixel shipments, particularly in the U.S. and Europe, where Pixel devices saw a 43% year-over-year increase in shipments [3] - Alphabet's shares have risen 11.2% in the past month, outperforming competitors like Apple, Microsoft, and Amazon, driven by AI innovations and cloud prospects [4][6] Pixel Device Enhancements - The VIPs widget allows users to stay connected with important contacts, bypassing Do Not Disturb [2] - Pixel users can create stickers on Gboard using prompts, enhancing user engagement [2] - Features like Satellite SOS are now available in Australia, and AI-generated summaries are offered in multiple languages [2] Market Performance - Pixel devices are gaining traction in Europe, with nearly 1 million units shipped in Q1 2025 [3] - Despite growth, Pixel still lags behind Apple's iPhone 16 in shipments, which remains the top-selling smartphone [3] Stock Performance and AI Integration - Alphabet's stock has outperformed the broader tech sector, with significant contributions from AI across its services [4][6] - AI Overview and Circle to Search are driving increased user engagement, with AI Overview being used by over 1.5 billion people monthly [9][10] Cloud Computing Developments - Alphabet is enhancing its cloud offerings through partnerships with NVIDIA, introducing advanced GPUs and tools for AI deployment [11] - Google Cloud is becoming a preferred choice for enterprises, bolstered by new tools and competitive features [11] Earnings Estimates - The Zacks Consensus Estimate for Q2 2025 earnings is $2.12 per share, indicating a 12.17% year-over-year growth [12] - The consensus for 2025 earnings is $9.51 per share, suggesting an 18.28% year-over-year growth [12] Regulatory Challenges - Alphabet faces regulatory scrutiny, particularly regarding anticompetitive practices in its search engine business [13] - The Department of Justice's actions could impact Alphabet's market position amid increasing competition [13][14] Valuation Concerns - Alphabet's stock is considered overvalued, with a forward Price/Sales ratio of 6.34X compared to the industry average of 5.29X [16] - The company is expected to invest $75 billion in capital expenditures in 2025 to enhance its technical infrastructure [15] Conclusion - Alphabet's advancements in AI and cloud computing present long-term growth potential, but regulatory challenges and competition pose risks in the near term [20]

Group 1: Company Overview - Pershing Square Capital Management, founded by Bill Ackman, focuses on high-quality businesses and concentrated investments [1] - As of March 31, Pershing Square's portfolio was valued at $12 billion, with 14% invested in a leading AI stock, which has increased by 143% over the past five years [2] - Alphabet has been a leader in AI development for over a decade, integrating AI into its products and services [4] Group 2: Recent Developments - At the recent Google I/O developer conference, Alphabet announced new AI features, including Gemini Agent Mode for delegating complex tasks to AI [5] - The company is collaborating with Warby Parker to create AI smart glasses, indicating a strategic shift towards AI as a core component of its business [6] - Alphabet's ad sales rose by 8% year-over-year in Q1, demonstrating its ability to adapt and monetize AI technologies [7] Group 3: Financial Performance - Alphabet reported $35 billion in net income and $19 billion in free cash flow in the first quarter, with $95 billion in cash and marketable securities as of March 31 [11] - Despite a 9% decline in share price this year, Alphabet exceeded Wall Street expectations for revenue and earnings per share in Q1 [12] - The current price-to-earnings ratio for Alphabet is 19.2, close to its lowest multiple in the past decade, presenting a potential investment opportunity [13] Group 4: Competitive Advantage - Alphabet's competitive position in the AI sector is strengthened by a powerful network effect, enhancing its products as more users engage with them [9] - The Google Search algorithm improves with increased search queries, while YouTube benefits from more viewership leading to diverse content [10]