(TrendHub KR – Posts by ICARUS Journalist) Google has officially entered the arena of AI supremacy with the launch of its latest Large Language Model (LLM), “Gemini Ultra,” setting the stage for a fierce competition against Microsoft (MS) and OpenAI’s “GPT-4.” This strategic move aims to dominate the mobile AI market leveraging the Android ecosystem and to gain a competitive edge in subscription pricing based on value for money. Despite previous assessments that Google was trailing behind the “MS·OpenAI alliance,” it is now counterattacking with its robust mobile and cloud ecosystem.
On the 8th (local time), Google unveiled “Gemini Ultra 1.0,” announcing the commencement of its service on both PC and mobile platforms. Alongside this, Google has consolidated various AI services, including the chatbot “Bard,” AI work assistant “Duet AI,” and smartphone assistant “Google Assistant,” under the unified “Gemini” brand. CEO Sundar Pichai emphasized that Gemini aims to support the entire ecosystem, from products used by billions daily to platforms that foster innovation among developers and businesses.
Gemini Ultra represents the pinnacle of Google’s AI offerings, unveiled last December. Surpassing human expert levels with a score of 90 in the Massive Multitask Language Understanding (MMLU) test, Gemini Ultra’s performance outstrips that of its competitor, GPT-4. Moreover, its availability on both Android and iOS positions Google favorably in the mobile ecosystem.
By integrating Gemini Ultra with cloud services, Google enhances its value proposition. While the subscription fee of $19.99 per month is on par with GPT-4 and Copilot, Google differentiates itself by bundling additional benefits like 2TB of cloud storage and free photo backup. This strategy is expected to strengthen Google’s dominance in the mobile market significantly.
Dual Insight Analysis
Positive Investment Perspective:
The launch of “Gemini Ultra” by Google marks a significant step in technological innovation and securing a competitive advantage in the AI market. Its performance and cost-effectiveness strategy could bolster Google’s leadership in AI and extend its dominance in the mobile and cloud markets. Integrating various AI services could also enhance user experience and open up more innovation opportunities for businesses and developers, potentially increasing Google’s long-term growth potential and investment appeal.
Negative Investment Perspective:
However, Google’s AI strategy and the launch of “Gemini Ultra” do not guarantee success in the fiercely competitive market against rivals. The emergence of next-generation AI technologies from OpenAI and MS could threaten Google’s market position. The rapid evolution of AI technology and changing market demands require continuous innovation and investment, posing a risk of resource and attention dilution for Google. Sustainable success in the AI field for Google necessitates innovative product development and a clear market strategy.
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