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tomelders 7 hours ago

In other words - "We don't like the reporting around how bad the economics of AI are, so we're cherry picking our own data, presenting it out of context, and asking you to look at it through rose tinted spectacles."

spuz 7 hours ago | parent | next [-]

It's not a report about the economics of AI. It's a report on how people are using Google's AI. They don't mention anything about the supply side.

meerita 7 hours ago | parent | prev | next [-]

I quite like that. Companies like Google, Microsoft, and Apple are simply not in a position to compete. They are always late to the party, and it is shameful. It shows that their managers are not capable of leading innovation. These companies need to go back to having real engineers drive innovation.

bdcravens 7 hours ago | parent | next [-]

They're keeping a foot in the game with their own offerings, but I believe they're biding their time to see who to buy.

rayiner 6 hours ago | parent | prev | next [-]

Knowing where the ball is going to be is a rare skill, and none of the people currently running those companies has that foresight. There’s a reason why there’s many QBs but only one Tom Brady.

unknownfuture 6 hours ago | parent [-]

I don't see a reason to believe any CEO, past or present, has had the ability to accurately predict the future. Luck and foresight look the same when you happen to get it right.

rayiner 6 hours ago | parent [-]

Catching one trend, like Mark Zuckerberg, is just luck. But there’s clearly CEOs who are able to predict the direction of markets over a sustained period of time across multiple inflection points. E.g. Bill Gates and Steve Jobs.

Grombobulous 6 hours ago | parent | next [-]

I would still treat this like John Bogle treated mutual fund managers.

For every Steve Jobs there are a hundred Carly Fiorinas

unknownfuture 5 hours ago | parent | prev [-]

Eh, even if we take those mythologized examples as real (I'd argue the history of both is heavily whitewashed and their failues, like NeXT or Windows Phone to name just two, are papered over in their mythmaking), if anything they're the exceptions that prove the rule.

dominotw 7 hours ago | parent | prev [-]

"google is playing a different game" is the most ridiculous cope these ppl have come up with to justify their BS leadership positions.

Demis is busy create another PR documentary lionizing himself so he can capture the google crown. Always says whole bunch of nothing to a fawning interviewers who is projecting brilliance and profundity on his every word.

iugtmkbdfil834 7 hours ago | parent | prev | next [-]

To an extent, but their main points match my own perspective:

-AI use at work is broad but shallow: -At work, most AI use is focused on collaboration and assistance with tasks, and so far task automation is uncommon:

Both of the above happen for a reason and if you work at any bigger corp ( esp publicly owned ), it is easy to understand why.

edit:

What I did find more amusing though was the coded cry for help ' To get there, we as a society must work together".

inigyou 7 hours ago | parent | next [-]

I wonder if there would be more task automation if providers didn't ban you for automating tasks.

Also if all the built-in AI buttons could actually automate tasks instead of just telling you how they're unable to automate tasks.

iugtmkbdfil834 7 hours ago | parent [-]

:D you just noted common issue #1

FpUser 6 hours ago | parent | prev [-]

>"we as a society must work together" - this is really rich. do they say the same about sharing the "benefits"

Xalutiono 7 hours ago | parent | prev [-]

My startup is using AI every day.

My company (not my startup, my normal day to day work) spends millions on ai token every month.

I use AI every day for different things.

AI/GenAI disrupted already a lot of peoples jobs in real life.

And Google states very early "However within jobs, people are using AI selectively: in a typical job AI is used for only ~21% of tasks."

Did you read the article? Can you point out specific things you really don't like and think they are cherry picking?

tokioyoyo 7 hours ago | parent | next [-]

I don’t agree with the OP, and don’t think data is cherry-picked. But everyone is so deeply invested in this, that no article from any company can be taken as is.

Reading the post, I had to keep thinking “why are they only talk about how people use it at work, and nothing about possible economic outcomes?”. Or “titled Understanding the AI Economy, but it avoids all the big questions”. Or “is it written for the investors who think Google has over-invested in capex?”. And I might be overthinking about all this! But when you have billions of billions dollars invested, it’s hard to take any word as is.

Xalutiono 7 hours ago | parent [-]

You always have to make your own conclusions of course but it doesn't mean that it is useless or just wrong.

What value does Google has to cherry-pick the occupation metrics?

nemomarx 6 hours ago | parent | next [-]

They want to present AI as a growing and vital service so that shareholders think they're making good investments, right? Whether that's true or not, you know Google would always be putting the best appearance on it.

tokioyoyo 6 hours ago | parent | prev [-]

I did say explicitly that I think, Google did not cherry pick any data. My main question is “are they trying to build a narrative, because of the growing anti-AI tendency of the general population?”. It feels like every big co is giving up on big questions (e.g. what happens when AI replaces more and more jobs? what happens to education system?) because searching for an answer to those questions was upsetting a lot of people. So, now it feels like it’s just “good and neutral stories only”, so I have to raise my eyebrow on each post.

watwut 6 hours ago | parent [-]

> It feels like every big co is giving up on big questions (e.g. what happens when AI replaces more and more jobs? what happens to education system?) because searching for an answer to those questions was upsetting a lot of people.

They were not searching for the answers. They were trying to get more investment money on the promises to investors about education and jobs displacement. Those are two different things.

tokioyoyo 2 hours ago | parent [-]

I genuinely believe in the early days they were looking for the problems. At least the people I know personally did so. Openly and loudly as well. Some people genuinely like to solve problems!

But again, now it’s more of a “aight too much money on the table so maybe not real”.

Tarq0n 5 hours ago | parent | prev | next [-]

Have you ever done research? It's very difficult to construct your measurements in such a way that they measure what you want them to. So in just your quoted statement there are many sources of uncertainty.

* what's a typical job? How did Google resample their data to make it representative of the typical job?

* is this all jobs, or just work-related Gemini conversations that they've classified as such?

* what's the denominator here? How do they know how many tasks there are that weren't subject to conversation with Gemini?

* how reliable is their classification of conversations as work related or not?

Accurately measuring this is so complex that to present the conclusion in such a confident way is bordering on farcical.

Xalutiono 4 hours ago | parent [-]

I really don't see any conclusions which would be such a game changer and critical, that this information has to be perfect.

And its Version 1 and an ongoing project.

"In the workplace, we show that while AI adoption spans occupations covering just above 88% of US employment, penetration remains shallow and overwhelmingly collaborative in nature, with end-to-end task automation limited in scope. Outside of work, AI spans activities making up about 98% of Americans’ non-sleep time, with disproportionately high use in high-friction tasks such as engaging with government and professional service providers, likely delivering economic value that standard national accounts may miss. Globally, adoption scales with national wealth and has broad linguistic distribution, with English queries representing only around a third of volume."

It sounds reasonable enough and it contains nothing off.

For me its interesting to read that english is less dominant and thats def something i was very atuned when GPT-3 came out: I started to write english and my native language and mixing up words etc. The quality of understanding in my native language is sledomly good when a new product comes out but it was very good already when using GPT-3.

In comparision to this, i'm also aware of a research paper stating that programming in certain languages like spanish is worse.

estetlinus 7 hours ago | parent | prev | next [-]

> My company spends millions on ai token every month

How much profit does the AI company make from those tokens?

Xalutiono 7 hours ago | parent [-]

I don't know and that wasn't the point I made.

My company is a two digit billion dollar revenue company in the top 100.

My point was that real companies pay real money for AI.

But i use it daily at work and a lot of co-workers do too.

malfist 6 hours ago | parent | next [-]

> My company is a two digit billion dollar revenue company in the top 100.

The company ranked 100th in the top 100 companies by revenue is Eli Lilly and they make 45 billion in revenue.

I don't believe you.

Xalutiono 6 hours ago | parent [-]

My company i work for is real, normal big global company.

Not sure if its really top 100 or top 150, I checked google and the lists again i can find it in one i can't find it in the top 100 in the other. Shouldn't matter though the 2 digit billion dollar revenue is true and the amount spend on tokens is true too.

Everyone has access to claude, we get reminded regulalry to invest time into using AI.

malfist 6 hours ago | parent | next [-]

Wait, is it your startup or "company I work for", because you've said both.

If you're going to lie, at least keep your story straight.

Xalutiono 5 hours ago | parent [-]

And? I do both.

My startup is not a billion company. Its a small startup.

Edit: I think i get the confusion now? I have a small startup on the side and i work for a big company.

creaturemachine 6 hours ago | parent | prev [-]

> real, normal big global company.

Compu-Global-Hyper-Mega-Net?

bombcar 6 hours ago | parent | prev | next [-]

My company is ten quadrillion dollars revenue (per second), you just haven't heard of it (it's from Canada).

And we spend $3b/yr just to make sure our I is capitalized.

Xalutiono 6 hours ago | parent [-]

Why are you so snarky?

I don't want to share my company name (obvously?!) but i'm willing to share that one number to give more insight.

Feel free to not believe me.

Your company doesn't use AI at all? You are unable to use it?

bombcar 6 hours ago | parent [-]

My AI is frontier enough to know why I'm so snarky, perhaps you should ask yours.

Xalutiono 5 hours ago | parent [-]

I realized that it might not been clear.

I have a small startup AND i work for a normal well known big company

stonogo 6 hours ago | parent | prev [-]

The point the commenter is making is that your company will not remain a two digit billion dollar revenue company in the top 100 for long unless they have someone whose job it is to figure out how much profit is being made from those tokens and act on that information.

techpression 7 hours ago | parent | prev [-]

Where’s the data for one, do they include the force fed Gemini in search? They are also pushing it harder than Microsoft was pushing copilot in every single of their products, sometimes multiple competing implementations (hello GCP dashboards).

It simply comes off as a marketing advert for a company who’s sunk billions upon billions into something they’ve yet to be able to monetize (see latest report). Stock holders are getting annoyed, like in other companies, about the lack of the promised returns, this is firefighting.

Nobody is really debating AI has a use case, but maybe, just maybe, the chase into infinite spending we’ve seen the last years wasn’t that well thought out.

Xalutiono 6 hours ago | parent [-]

I never seen google blog articles as something millions of people read. For me these are small lenses in a big company were i pull out small details i might find interesting.

Im missing the marketing opportunity here.

The spending is a complete different topic though. Google/ABC can easily afford their investments. Microsoft and Amazon too. Even if shareholders are not that happy (the shareprice of alphabet doesn't tell this story though) with it.

Nonetheless the biggest issue with this spending are 401k and other retirement investments from people who can't control the investment and the undefined risk of it. Thats the only real 'risk' (not a small one for these people depending on it though).

It doesn't affect me if Google spends its money on AI.

Nonetheless the progress on AI is huge, it still hasn't slowed down, its now a political and global issue (us export restrictions, Chinas Moonshot AI/Deepseek, EU lagging behind).

At least form my point of view, i'm very surprised that we even risk all of this investment and see it as a possitive thing. Imagine AI/AGI is a technology which sits very far away from our current local minimum and the jump to the other local minimum is massivly expensive but massivly beneficial?

GPT-2/3 was able to inflict this vision into people and because of this, we get A LOT more compute, push again boundaries on compute and memory after a longer period of stagnation. These richest companies in the world like Google also leverage the AI spend into investment of fusion and other energy sources.

We already got a lot better vision ML algorithm because of this (tx to suckerbergs dino and segment anything), we have alphafold tx to Googles Deepmind etc.

AI only consumes currently a little bit more about bitcoin but is acutally beneficial.