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You’re reading a free edition of Big Technology. Reader support helps this newsletter keep going, and upgrading gets you full access to exclusive stories, The Panel, and plenty more. If you enjoy what you read, please consider signing up. Google’s Gemini Marketing TrickThe world saw a jaw-dropping demo of Gemini this week. It just wasn’t the real deal.
Google really didn’t have to exaggerate. When the company introduced Gemini this week — its stunning new AI model that beat OpenAI on multiple benchmarks and understands both text and images — it delivered a product that lived up to months of hype. Yet, as the company showed it to the world, it embellished. In a viral video demonstrating Gemini’s capabilities, Google took significant artistic license. It showed a user speaking with Gemini, but was actually representing a text conversation. It showed a moving video, but was feeding Gemini still images. It showed fast responses, but sped those up. It showed tight model outputs, but shortened them “for brevity.” It showed brief prompts eliciting terrific answers, but listed longer prompts in a blog post. Exaggerating in tech demos isn’t novel, but Google’s Gemini video felt different. As it circulated among developers and industry watchers this week, the sentiment was near universal: Google, whose research made the generative AI era possible, was pressing. “It's a little bit shocking that Google, the undisputed pioneer in generative AI, would feel it necessary to juice the results of their demo just to try and one up Microsoft/OpenAI,” said Malcolm Ethridge, an executive vice president at CIC Wealth. “But it also speaks to just how important it is to be seen as a legitimate competitor — let alone be the eventual winner of this arms race in AI.” Google’s had a weird year. Microsoft used technology it developed — the transformer model — to build a marquee offering with OpenAI. Meta used it to build credibility in the open-source AI movement. NVIDIA used it to add more than $500 billion to its market cap. All these efforts threaten Google’s long-term dominance in search. Gemini, arriving on the heels of OpenAI’s chaos, was Google’s long-awaited answer. But the pressure to deliver something revolutionary seemed to build, and its marketing lost touch with reality. The unforced error spoke loudly. Google made the video to “inspire developers,” said Oriol Vinyals, a Deepmind vice president. But it may have had the opposite effect for some. Developers on the tech forum Hacker News kept the video on its front page throughout Thursday, and were not happy about it. “I was fooled,” wrote one user. “It’s one thing to release a hype video with what-ifs and quite another to claim that your new multi-modal model is king of the hill then game all the benchmarks and fake all the demos.” Vinyals said the prompts and outputs in the video were real, with some shortened. And he posted a video that showed some of the brief prompts working exactly like the longer, more detailed ones in the blog post. But his response didn’t seem to satisfy the masses. “Ah, the age-old art of deceptive demos,” said IBM Fellow Grady Booch, quoting Vinyals. “Dear Google: you should have made this abundantly clear.” Gemini remains an impressive product. While it won’t roll out fully until next year, it’ll have an advantage serving customers on Google Cloud Platform, many of whom already have their data in the service, as Margins’ Ranjan Roy said in Wednesday’s edition of The Panel. For Google, it’s good to finally have Gemini in the wild. As for the marketing, while it flopped with developers and the company’s closest watchers, one important constituency seems to have bought in. Alphabet stock jumped 5% following the announcement. For more on Gemini:Google launches its largest and ‘most capable’ AI model, Gemini [CNBC] Google’s Gemini Looks Remarkable, But It’s Still Behind OpenAI [Bloomberg] The Panel Reacts: Google Introduces Gemini, Its Answer To OpenAI’s GPT-4 [Big Technology] On Brand E-Commerce SEO at Scale – Automated, Structured Product Content That Performs (sponsor)EKOM combines data from your store, search engines, and leading search data providers to analyze real-time performance and train our AI to ensure the highest quality recommendations for optimization. We use intelligence to automate your brand voice at scale to help you sell more. Now, retailers can stay ahead of changes in search trends, boost traffic and conversions, scale with ease, and preserve brand voice, revolutionizing their online presence through secure, expertly-engineered AI. What Else I’m Reading, Etc.Deep dive on the origins of the AI wars [New York Times] Microsoft says it’s diversifying AI bets [Insider] The dumb money in podcasts is gone [Slate] Sports Illustrated’s parent company fired its president and COO after AI stories [Futurism] Taylor Swift is Time’s Person of the Year [Time] I spoke with Big Think about the AI Doomers [Big Think] Number of the week17% Spotify cut nearly a fifth of its workforce this week, about 1,500 people. Send me scoops?I’m always looking for new stories from within the tech giants and the broader tech industry. You can share your tips here. I will never publish identifying details without permission. This week on Big Technology Podcast: Tech's Big November Rally, Apple's Path Forward, The State of Tesla — With Dan IvesDan Ives is the managing director and senior equity research analyst at Wedbush Securities. He joins Big Technology Podcast for a broad discussion of the state of tech today. We cover: 1) Tech's November rally 2) Whether generative AI is Big data 2.0 3) Microsoft winning 80-90% of big AI deals 4) The state of Apple 5) How analysts like Ives estimate iPhone sales 6) The state of Tesla 7) Rivian's pickup truck 8) The Cybertruck's chances 9) 2024 Predictions 10) Elon Musk's future at X 11) Bitcoin madness returns. You can listen on Apple, Spotify, or wherever you get your podcasts. Thanks again for reading. Please share Big Technology if you like it! And hit that Like Button, I promise it’s real Questions? Email me by responding to this email, or by writing [email protected] News tips? Find me on Signal at 516-695-8680 If you’re considering becoming a paid subscriber… we’re running a holiday special: 25% off for the first year, both monthly and annually :) Thank you for reading Big Technology! Paid subscribers get this weekly column, breaking news insights from a panel of experts, monthly stories from Amazon vet Kristi Coulter, and plenty more. 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