Tulsee Doshi: evaluation

Transcript context

…Yeah, it's always it's always a good time here at Google HQ So. You may or may not remember the no moats memo. We've just passed the three-year anniversary. It was May 5, 2023. And in the intervening three years, Google has added $3.5 trillion in market cap, which is more market cap than all but two other companies in the world. Those 2 are Nvidia and Apple. So the moats, I'd say, are holding up. Here we are at IO and I'm sure there are going to be some exciting new things that will be deepening the moats. So first question, tell me what are we launching this week to try to deepen those moats? A lot. So a lot of exciting stuff. So let's see, let's start with some of the modeling side of things because that's really exciting. We have our 3.5 series coming out starting with 3.5 Flash. at IO. We're really excited about 3. 5 Flash because I think Flash does this really awesome job of being at the sweet spot of being really smart while also being really fast and really cost effective. And so Flash is incredible. It is like three times faster than other of the large models. significantly cheaper for being able to still drive these really awesome, magentic encoding workflows. And we've been using it internally a lot, which has been really fun to kind of see that play out. So that's one big piece, which is 3.5 Flash, we're really excited about. We're also releasing Omni, Gemini Omni Flash. which is a video generation and editing experience. What's really exciting about Gemini Omni in general is it's our push towards being able to bring all modalities in and all modalities out. And the 1st way this is really manifesting is in this video editing context. So you're going to be able to make really awesome videos. You're going to be able to put your own avatar into the videos, which is going to be awesome. I've been having a bunch of fun playing with that too. We're continuing to upgrade anti-gravity and bring more into the developer experience. So Logan can talk more about the developer experience overall, but 3.5 Flash and anti-gravity are really going to come together to build something great there too. And then we're in about a week or two, coming soon is Gemini Spark. which also builds on 3.5 Flash to build kind of more agentic experiences into the Gemini app. So we've got a slate of cool things coming. Yeah, I think beyond the models, I think the other headline of the story is just like agents, agents, agents. Like the meme of Sundar from two years ago or last year, he's saying AI, AI, AI the whole time. I feel like this year is agents, agents, agents, agents. And I think it's cool to see like this. I think this is the first year where we have And actually, I think this is not just us, but just ecosystem-wide, this model harness product symbiosis that's sort of taking place. The model is sort of trained with the harness. The harness is powering the agentic product experiences. Gemini Spark in the Gemini app sort of being one example of that. It's powering the vibe coding stuff in AI studio. It's powering the agents API for developers. It's powering, I think there's something else maybe that it's also maybe not. It'll roll out to other products across Google and sort of be this sort of like foundational layer to build on top of, which is really exciting. So I think not just like developer products, but our sort of consumer products, and I think probably even more widely in the future across the rest of the Google product suite. And I think actually there's one interesting thread of this, which is Historically, Google didn't have this through line of something that carries across all of our products. I think then it was Gemini and then sort of all of a sudden every Google product has Gemini and sort of getting them all stitched together and making all those products experiences great. And I think now you're seeing that again with the anti-gravity agent harness and sort of as products become agentic by default, you now have the anti-gravity agent harness being another through line through all of our products. which is really interesting.…

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