Why the Market Ignored Google’s Most Powerful AI Yet – The Hidden Truth.

 

 

 

Why the Market Ignored Google’s Most Powerful AI Yet – The Hidden Truth.

The reactions are often predictable when a tech giant like Google announces a new AI model: hype, stunning technical demonstrations. Each new model fuels optimism and is seen as another step towards dominating the AI ​​race.

But what happened to the latest version of Google's model? It reveals a new reality. Despite the emphasis on high performance and technological improvements, the reception to this success was underwhelming, indicating a real shift in how this sector is valued. The main concern lies in the exorbitant cost of innovation, regardless of the quality of the models themselves.

What key lessons can we learn from Google's latest initiative, and what does the future hold for the race for artificial intelligence?

 

Previously, company valuations increased proportionally to the power and speed of their models. But what about the launch of Google's Gemini model? Despite its superiority in several areas and its potential audience of billions of users, the new model did not have the expected impact on the markets.

In short, investors are no longer solely focused on technical performance. They increasingly doubt the viability of unlimited capital expenditures and the development and operating costs of these complex models. Funding has become a burden and a more decisive factor than the quality of the models themselves when assessing the future of companies.

 

2. Unprecedented warnings from Google itself

In an unusual move, Google CEO Sundar Pichai told the BBC he was concerned that the AI ​​boom could contain "elements of irrationality" and warned of the possibility of a "bubble" from which no company could emerge unscathed.

This statement marks a turning point. When the leaders of the technology sector themselves warn of a possible market collapse, it reflects a deep concern about the ability of AI companies to continue this costly race.

 

3. “Better on paper” does not mean “better for users”.

Despite the prevalence of performance indicators in specialized media, the reality for the average user is quite different. Most people—perhaps more than 90%—are not interested in the performance of mathematical or programming models.

What do users really want?

• Clear answers
• Simple interaction
• A personality that is understandable and usable by artificial intelligence

Google responded by creating a new model. Gemini is less flattering to the user and more realistic in its responses. The goal is to improve the actual user experience rather than focusing on numbers.

 

4. Google's true power lies not in its model... but in its system.

While the media are busy comparing Gemini and ChatGPT, Google's real advantage lies in its ability to integrate artificial intelligence throughout the entire system:

• Artificial intelligence models
• Custom chips
• Cloud infrastructure
• Billions of users of products like Gmail, YouTube and Android

The real advantage: widespread acceptance

Google can offer its new model directly to users, without having to encourage them to use a separate app. This integration gives the company unprecedented power to shape the future of AI for users worldwide.

 

5. The end of an era… and the beginning of another

The launch of Gemini marks a new era of maturity for the artificial intelligence industry. The question is no longer:
"Who has the best performing model?"
Instead, it became:
"Who can transform this technology into a sustainable business that generates lasting value?"

Attention is now focused on:

• economic sustainability
• actual quality of the user experience
• Product integration
• Reduce significant development costs

The race for artificial intelligence no longer appears as just a battle for technological supremacy, but has become a real test of companies' ability to build a realistic and sustainable future.

 

conclusion

The fact that the market is ignoring Google's recent advance doesn't mean the technology has stopped evolving; rather, it means the world is approaching artificial intelligence (AI) with greater maturity. Whoever can successfully combine performance, cost, and added value for the user will be the true winner of the next phase of the AI ​​race.