Re: Alphabet (Google) - Nasdaq

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Elon Musk says Google has the best shot at being the leader in AI
- Elon Musk says Google "currently has the highest probability of being the leader" in AI.
- But that "may change in a few years," he added.
- Musk's comment comes as he again escalates his ongoing feud with Sam Altman and OpenAI.
xAI CEO Elon Musk paid a rare compliment to his rival Google on Wednesday.
"Outside of real-world AI, Google has the biggest compute (and data) advantage for now, so currently has the highest probability of being the leader," Musk wrote in an X post.
But that "may change in a few years," he added.
"For the foreseeable future, the major AI companies will continue to prosper, as will xAI. There is just so much to do!" Musk wrote.
Musk and Google did not respond to requests for comment from Business Insider.
Google has long been a mainstay in AI.
In 2017, Google Research released a paper titled "Attention Is All You Need." This seminal work introduced the world to the concept of the Transformer, the technology that powers large language models like ChatGPT.
The search giant has also invested in AI startups such as Anthropic and Safe Superintelligence. Google owns a 14% stake in Anthropic, a startup founded by former OpenAI employees, per legal filings obtained by The New York Times.
Google has continued to make hefty investments in AI. During its second-quarter earnings call last month, the company said it was raising its capital expenditures by $10 billion this year to $85 billion. Google's CEO, Sundar Pichai, said the increase in capital expenditures would help meet the increased demand for chips and Google's AI products.
Last year, Google DeepMind's CEO, Demis Hassabis, was one of three researchers awarded the Nobel Prize in chemistry. Hassabis and his colleague, John Jumper, were recognized for Google DeepMind's work on protein-structure prediction.
Musk's comments come as he continues to escalate his feud with Sam Altman and OpenAI. On Monday, Musk said xAI would take "immediate legal action" against Apple for what he said was Apple's bias toward OpenAI in its App Store rankings. A spokesperson for Apple told Business Insider on Tuesday that the App Store is "designed to be fair and free of bias."
Musk and Altman cofounded OpenAI in 2015, but their relationship soured after Musk left its board in 2018. Last year, Musk sued OpenAI and accused the ChatGPT maker of violating its nonprofit mission when it partnered with Microsoft.
Musk launched his own AI startup, xAI, in July 2023 and debuted his chatbot, Grok, later that year. xAI raised over $12 billion in its Series A, B, and C funding rounds in 2024 and was valued at a reported $50 billion.
Last month, Musk said on X that his EV company, Tesla, will ask its shareholders to vote on whether to invest in xAI. He did not specify when the vote would take place.
"It's not up to me. If it was up to me, Tesla would have invested in xAI long ago," Musk wrote on X on July 13.
NirSup Escreveu:Só para dizer que a META está à frente, muito à frente, da concorrência.
NirSup Escreveu:E as evidências não precisam de demonstração (ao ver o Sol nascer no horizonte, ninguém exige provas de que é dia).
MarcoAntonio Escreveu:Bom, a Google/Alphabet é, de momento, literalmente, um dos 4 campeões (leia-se, líderes). OpenAI, Alphabet, xAI e Anthropic lideram em LLMs, com modelos sensivelmente ao mesmo nível. A Meta poderá vir a juntar-se (ainda não está lá).
Perplexity offers to buy Google Chrome for $35bn
AI start-up positioning itself as a bidder ahead of US court decision that could force the search group to sell the browser
Perplexity has made an unsolicited $34.5bn offer for Google’s Chrome, as the artificial intelligence start-up positions itself as a bidder should a US court force the search giant to sell the web browser.
In a letter sent on Tuesday to Sundar Pichai, chief executive of Google parent Alphabet, Perplexity co-founder Aravind Srinivas said the offer is “designed to satisfy an antitrust remedy . . . by placing Chrome with a capable, independent operator”.
Perplexity, whose AI search tool is a rival to Google’s core product, made a similarly high-profile offer to buy TikTok for a reported $50bn earlier this year — which has not come to anything.
For Chrome, Perplexity claims “multiple large [venture capital] funds have agreed to finance the [all-cash] transaction in full”, but refused to name them. The value of the offer is almost double the start-up’s $18bn valuation.
(...)
Alphabet declined to comment. A person familiar with the internal deliberations said the company did not view it as a serious offer.
(...)
NirSup Escreveu:Mesmo assim, uma coisa é a GOOGLE estar sozinha no mercado (galopando olimpicamente sem adversários na pista e recolhendo, quase, toda a receita publicitária atrelada ao seu motor de buscas e ao ecossistema de serviços que criou ao seu redor (YouTube, Gmail, Google Maps, etc.)
A startup partilhou com o Wall Street Journal que terá já vários investidores alinhados, incluindo fundos de capital de risco, que terão concordado em “apoiar” a transação por inteiro. A oferta surge numa altura em que se debate sobre o futuro do motor de buscas da Google.
No ano passado, a Wiz recusou a oferta de 23 mil milhões da Alphabet, alegando querer manter-se independente e que tinha planos para entrar em bolsa, o que acabou por não acontecer. Ao fim de meses de negociações, a empresa cedeu.
A dona da Google registou um aumento das vendas de 12% para 96,5 mil milhões, ligeiramente abaixo das previsões dos analistas, com a unidade de cloud também a falhar as previsões. Já os lucros aumentaram quase 30%.
Uma mudança de nome e dois "stock splits" depois, a tecnológica pertence hoje ao grupo das "two-trillion dollar babies" e das "sete magníficas". Há pouco mais de um mês atingiu o valor mais elevado de sempre.
Tribunal determina que pagamentos da unidade da Alphabet às empresas de smartphones para favorecerem o seu motor de busca foram ilegais.
5640533 Escreveu:Onde está o rally?
As ações da Alphabet seguem a disparar 12,17% para 176,88 dólares na negociação do "after hours" em Wall Street.