Latest news with #SundarPichai
Yahoo
2 hours ago
- Business
- Yahoo
I asked ChatGPT which stocks in my ISA and SIPP are at risk from AI and it said this…
On several occasions in recent years, Alphabet CEO Sundar Pichai has said: 'AI has the potential to be more transformative than electricity or fire.' I've been spending some time thinking about how AI could either electrify or burn down companies in my ISA/SIPP portfolio. There's evidence emerging that the internet is already shifting from being search-driven to AI-driven. In other words, a zero-click internet is developing, where users get what they need from AI summaries without visiting external websites. This could trigger second- and third-order effects, impacting many internet-based business models. Somewhat fittingly then, I asked ChatGPT to run its artificial intelligence over my portfolio and rank each stock as either low, moderate or high risk of being disrupted by such AI trends. Here's what it said. Let's start with those it reckons are at high risk of disruption. It flagged up language learning app Duolingo (NASDAQ: DUOL), which it said is 'highly reliant on app engagement, gamified learning, and digital visibility.' I'm less worried about Duolingo struggling in a zero-click internet world, as it already enjoys very strong brand awareness on social media. Many of its 130m monthly active users signed up through word of mouth, which the bot doesn't mention. Q1 revenue jumped 38% year on year to $231m, with paid subscribers rising 40% to 10.3m. The company is absolutely thriving. That said, more powerful AI-powered apps could pop up, tempting learners to cancel their paid Duolingo subscriptions. So this is worth monitoring. Another stock it said was vulnerable to AI and zero-click disruption was Oddity Tech. This is a fast-growing direct-to-consumer beauty brand with a strong digital marketing focus. The stock is up 100% since I identified it as a hidden gem around one year ago. ChatGPT said AI voice commerce, where customers tell voice assistants like Alexa to shop online and make purchases, could bypass Oddity's offerings. That's plausible, though I'm reassured that 60% of Oddity's revenue is repeat purchases, indicating high customer satisfaction. A third stock the bot highlighted was e-commerce enabler Shopify. It said its merchants 'depend heavily on SEO [search engine optimisation], paid traffic, and social discovery — all threatened by AI assistants'. I'm not convinced that Shopify is at risk. If anything, it should benefit as it rolls out powerful AI tools for merchants, something it's already doing. The final one was The Trade Desk, which is an ad-tech company that helps advertisers buy programmatic ads. ChatGPT pointed out that it 'thrives on ads shown across the open web – news sites, blogs, websites'. But in a world of fewer clicks and shrinking third-party ad space, The Trade Desk risks losing relevance. I would also add that the company also has a growing connected TV business. Streaming platforms like Netflix and Disney, with whom it's partnered, are not facing changing consumer behaviour. Thankfully, most stocks in my portfolio are at low risk of AI disruption, according to ChatGPT. These include chip maker Taiwan Semiconductor (TSMC), robotics giant Intuitive Surgical, and luxury carmaker Ferrari. None rely on internet clicks. Two others I would highlight are Novo Nordisk and AstraZeneca. These pharma giants should actually benefit from AI-driven drug discovery. While lower US drug prices present a medium-term risk to their profits, I think both are worth considering buying. The post I asked ChatGPT which stocks in my ISA and SIPP are at risk from AI and it said this… appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Ben McPoland has positions in AstraZeneca Plc, Duolingo, Ferrari, Intuitive Surgical, Novo Nordisk, Oddity Tech, Shopify, Taiwan Semiconductor Manufacturing, and The Trade Desk. The Motley Fool UK has recommended Alphabet, AstraZeneca Plc, Duolingo, Intuitive Surgical, Novo Nordisk, Shopify, Taiwan Semiconductor Manufacturing, and The Trade Desk. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Time of India
14 hours ago
- Business
- Time of India
Google CEO Sundar Pichai has an open challenge for ChatGPT-maker OpenAI, and Perplexity's Desi CEO Arvind Srinivas
Google CEO Sundar Pichai has responded to mounting criticism from news publishers who claim the company's new AI-powered search feature, AI Overviews , is hurting their businesses. At the same time, Pichai issued an open challenge to rival companies that say they're more committed to driving traffic back to the open web. In an interview with The Verge, Pichai responded to concerns that AI Overviews (and the upcoming AI Mode), which provide quick, AI-generated summaries at the top of search results, are reducing clicks to external websites. Pichai defended Google's approach, stating, "AI mode is gonna have sources. I think part of why people come to Google is to experience that breadth of the web and go in the direction they want to." While acknowledging that individual publishers might experience variations in traffic, Pichai maintained that the overall trend points to growth. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Encontre voos low-cost Voos | Anúncios de Pesquisa Saiba Mais Undo Google CEO Sundar Pichai's challenge to upcoming companies Pichai also issued a challenge to other companies in the Search space on "sending traffic to the web". "I would challenge, I think more than any other company, we think about, we prioritise sending traffic to the web. No one sends traffic to the web in the way we do," he said. "I look at other companies, newer emerging companies, they openly talk about it as something they're not going to do, right? We are the only ones which make it a high priority," he claimed, seemingly taking a jibe at Perplexity and OpenAI . Notably, in a Reddit AMA earlier this year, Perplexity AI CEO Aravind Srinivas reportedly remarked, 'Google have had two years to kill Perplexity and haven't,' implying the Search giant's slow pivot to AI-powered search has provided an opportunity for players like Perplexity to thrive. Similarly, Earlier this year, OpenAI made ChatGPT 's search feature available to everyone. In a candid remark, Altman signaled ambition about OpenAI's position in the AI race. 'man, still a long way to go to run down google 🥺,' he said, referring to the data shared by web analytics company Similarweb which claimed that 'ChatGPT reaches its highest ranking yet.' The data showed Google is at the top spot with ChatGPT on the 6th position.
Yahoo
19 hours ago
- Business
- Yahoo
Google fixes bug that led AI Overviews to say it's now 2024
AI tools are touted as capable helpers that can easily help you research, code, summarize, write and bring you knowledge of any kind. But sometimes simple questions befuddle them. Google's AI Overviews, for example, is confused what year it is. Several users reported over the past few days that when they asked Google what year it is, AI Overviews said the current year is 2024. This reporter got the same answer on Thursday morning when Google was asked if it's 2025 right now. Google finally fixed the bug late on Thursday. When asked why this happened, Google didn't provide a particular reason, only saying that it was working on an update to avoid such issues. "As with all Search features, we rigorously make improvements and use examples like this to update our systems. The vast majority of AI Overviews provide helpful, factual information, and we're actively working on an update to address this type of issue," a Google spokesperson said in a statement. Google has been working on AI Overviews for a few years now, and the feature has so far made some notable blunders -- to name just a couple, it has recommended users eat "one small rock per day," saying rocks are a good source of vitamins and minerals, and even suggested adding glue in order to help cheese stick to a pizza. When the company rolled out the feature in Hindi in India, TechCrunch found that its answers were often inconsistent and confusing. In recent weeks, Google CEO Sundar Pichai has touted usage numbers for AI Overviews, saying that the feature is now being used by 1.5 billion users in over 100 countries. He also added that in markets like the U.S. and India, the feature is driving over 10% usage of the search engine for related queries. The company is betting a lot on driving people to use its AI-powered search and Q&A features more. This article originally appeared on TechCrunch at Sign in to access your portfolio
Engadget
19 hours ago
- Engadget
The Gmail app can automatically summarize those long email threads
Gmail will now automatically show you a summary card for lengthy email threads if you check a Google Workspace account on the iOS or the Android app. The company introduced AI summaries last year when it rolled out Gemini side panels for Docs, Sheets, Slides, Drive and Gmail. However, you'd have had to manually tap the "Summarize this email" option at the top of emails before if you wanted to see a thread's contents at a glance. Now, the summary will show up at the top of the email the moment you open a thread. Google's AI assistant will write up key points from multiple messages and include them in the summary. It will keep re-generating that summary and keeping it up to date as more replies come in. At the moment, however, the feature will only work for emails written in English. Also, your personalization smart features in Gmail, Chat and Meet, as well as smart features in Google Workspace, have to be switched on. As The Verge notes, Google didn't say whether it will also make auto-summaries available on non-Workspace accounts and Gmail on desktop. But you can always tap the "Summarize this email" option at the top whenever auto-summary isn't available for you. In addition to summarizing emails, Gemini in Gmail can help you draft new emails and help you find information from within your inbox or from your Drive files. At I/O 2025, Google CEO Sundar Pichai introduced Personalized Smart Replies, an upcoming feature that can look at your past emails and files to draft a response containing relevant information in the tone you typically use when you write.
Business Insider
a day ago
- Business
- Business Insider
Nvidia's most important number doesn't have a dollar sign in front of it: Token growth
Nvidia 's revenue climbed to $44.1 billion last quarter, yet one of the chip giant's most important metrics doesn't have a dollar sign in front of it. "OpenAI, Microsoft, and Google are seeing a step function leap in token generation," said Nvidia CFO Colette Kress on the company's Wednesday earnings call. "Microsoft processed over 100 trillion tokens in Q1, a fivefold increase on a year-over-year basis," she continued. Throughout May, top tech executives — many of whom are also some of Nvidia's largest customers — have been boasting about their token growth. Though somewhat hard to track from outside the AI cloud or foundation model companies themselves, tokens are the base unit to measure AI inputs and outputs. They include pixels, word segments, or audio. But no matter the content, all AI breaks down into tokens. As AI tools mature, the number of tokens generated for AI outputs, or inference, is growing faster than many expected. When Google CEO Sundar Pichai said monthly tokens produced across Google's products had increased by a factor of 50 in the last year, the Google I/O audience gasped. "Explosive token growth is what really matters, in the longer term," wrote Morgan Stanley analysts ahead of Nvidia's latest earnings call, after which Nvidia's share price climbed to $134. Why tokens matter Forrester analyst Alvin Nguyen explained that it's not a perfect metric, since tokens can vary in size based on the form of content they represent. "It isn't a clear way to make apples-to-apples comparisons, but it is the closest to a standard that we have without needing more data and analytics," Nguyen said. Nvidia CEO Jensen Huang sees the rise of the "token" in the conversations of top tech executives as a sign that AI tools are providing value. "Where companies are starting to talk about how many tokens they produced last quarter and how many tokens they produced last month. Very soon we'll be talking about how many tokens we produce every hour, just as every single factory does," Huang said at Computex in Taiwan last week. With its dominant market share, Nvidia directly benefits from almost all token growth. Some analysts say the demand is growing faster than the current data center stock can handle. "Every hyperscaler has reported unanticipated strong token growth," the Morgan Stanley analysts wrote, adding that plentiful anecdotal evidence of more inference demand than existing infrastructure can support strengthened their conviction. The problem with tokens is that there's no easy way to gauge their growth unless companies release numbers. But it's safe to say that when executives share any indication of demand for tokens, investors will be paying close attention for the foreseeable future.
