1 00:00:01,280 --> 00:00:03,520 Speaker 1: This episode is brought to you by P and C Bank. 2 00:00:03,920 --> 00:00:06,680 Speaker 1: A lot of people think podcasts about work are boring, 3 00:00:06,880 --> 00:00:10,719 Speaker 1: and sure they definitely can be, but understanding of professionals 4 00:00:10,800 --> 00:00:14,080 Speaker 1: routine shows us how they achieve their success little by little, 5 00:00:14,440 --> 00:00:18,079 Speaker 1: day after day. It's like banking with P and C Bank. 6 00:00:18,560 --> 00:00:21,360 Speaker 1: It might seem boring to save, plan and make calculated 7 00:00:21,400 --> 00:00:24,479 Speaker 1: decisions with your bank, but keeping your money boring is 8 00:00:24,520 --> 00:00:27,840 Speaker 1: what helps you live or more happily fulfilled life. P 9 00:00:27,960 --> 00:00:32,800 Speaker 1: and C Bank Brilliantly Boring since eighteen sixty five. Brilliantly 10 00:00:32,840 --> 00:00:35,479 Speaker 1: Boring since eighteen sixty five is a service mark of 11 00:00:35,520 --> 00:00:38,760 Speaker 1: the PNC Financial Service Group, Inc. P and C Bank 12 00:00:39,159 --> 00:00:41,360 Speaker 1: National Association Member FDIC. 13 00:00:44,440 --> 00:00:50,440 Speaker 2: Is Google a sleeper AI company if I wanted to 14 00:00:50,479 --> 00:00:54,160 Speaker 2: wait to December. One of my favorite comeback stories of 15 00:00:54,280 --> 00:01:00,000 Speaker 2: just flawless execution is Google's has done everything I would 16 00:01:00,120 --> 00:01:01,040 Speaker 2: Apple would have done. 17 00:01:01,680 --> 00:01:03,400 Speaker 3: I can't wait for this update to come out. 18 00:01:05,520 --> 00:01:10,080 Speaker 2: But just at the highest level, when people were even 19 00:01:10,120 --> 00:01:15,200 Speaker 2: starting to say what AI erode their search business completely, 20 00:01:15,280 --> 00:01:18,760 Speaker 2: they found a way to invest and create AI at 21 00:01:18,760 --> 00:01:21,280 Speaker 2: a faster scale. And it's a great thing of being 22 00:01:21,319 --> 00:01:24,760 Speaker 2: focused because it's Apple lost their focus they were able 23 00:01:24,800 --> 00:01:26,360 Speaker 2: to come in and be a partner. 24 00:01:26,800 --> 00:01:29,160 Speaker 3: So it is a sleeper AI company. We've been talking 25 00:01:29,160 --> 00:01:29,560 Speaker 3: about it. 26 00:01:29,480 --> 00:01:31,839 Speaker 2: All year, and I've clearly said like, once they made 27 00:01:31,840 --> 00:01:37,720 Speaker 2: the switch and focused, I was the first one to say, Hey, 28 00:01:37,600 --> 00:01:41,039 Speaker 2: they've righted the ship. So I don't think they're a 29 00:01:41,080 --> 00:01:43,640 Speaker 2: sleeper company. But I do think they are the quietest 30 00:01:43,760 --> 00:01:46,160 Speaker 2: of the big tech companies in AI. 31 00:01:46,480 --> 00:01:48,920 Speaker 3: But that's because they're actually executing at a high level. 32 00:01:49,680 --> 00:01:51,760 Speaker 1: I think, Yeah, I don't even know if I want 33 00:01:51,760 --> 00:01:55,200 Speaker 1: to use the term sleeper. I remember about a year 34 00:01:55,240 --> 00:01:58,000 Speaker 1: ago we were talking about this topic, and I think 35 00:01:58,040 --> 00:02:00,400 Speaker 1: the one knock I had against them was that they. 36 00:02:00,320 --> 00:02:03,600 Speaker 3: Didn't have the product. They didn't have anything. There wasn't 37 00:02:03,640 --> 00:02:04,040 Speaker 3: a thing. 38 00:02:05,200 --> 00:02:06,800 Speaker 1: And then I spoke to some people in the tech 39 00:02:06,840 --> 00:02:08,840 Speaker 1: world and they were like, naturely, trust me. 40 00:02:09,600 --> 00:02:11,520 Speaker 3: The thing is on the way. 41 00:02:11,800 --> 00:02:14,880 Speaker 1: So obviously, using that information doing the research, started to 42 00:02:14,880 --> 00:02:16,720 Speaker 1: get some calls on them and did pretty well on 43 00:02:16,760 --> 00:02:19,000 Speaker 1: those calls. And then at the All Star Game this 44 00:02:19,160 --> 00:02:25,560 Speaker 1: year in UH San Francisco, we uh we were enlightened 45 00:02:25,639 --> 00:02:28,280 Speaker 1: by some of the folks at Google. They had been 46 00:02:28,320 --> 00:02:30,239 Speaker 1: watching the show and talking to us about some of 47 00:02:30,280 --> 00:02:32,880 Speaker 1: the product things that were coming, and uh, we should 48 00:02:32,960 --> 00:02:34,760 Speaker 1: just you know, give it, give us some time and 49 00:02:34,760 --> 00:02:39,560 Speaker 1: then set some products over to us. And what we've 50 00:02:39,600 --> 00:02:44,120 Speaker 1: seen is when we talked about the clips earlier, this 51 00:02:44,200 --> 00:02:45,200 Speaker 1: is this is the. 52 00:02:45,120 --> 00:02:50,680 Speaker 3: Technology quiet just executing. They're executing at the highest level. 53 00:02:51,000 --> 00:02:55,919 Speaker 1: The product is phenomenal. When we're talking about AI, Gemini 54 00:02:56,080 --> 00:03:01,680 Speaker 1: is still one of the top three, right and still improving. 55 00:03:01,760 --> 00:03:03,680 Speaker 3: VO three is incredible. 56 00:03:04,639 --> 00:03:08,360 Speaker 1: Last week they talked about their potential new deal with 57 00:03:08,440 --> 00:03:09,760 Speaker 1: Apple to be the search engine. 58 00:03:10,600 --> 00:03:12,919 Speaker 3: Google has had had a phenomenal year. 59 00:03:13,200 --> 00:03:16,640 Speaker 1: Uh, they reported earnings last two weeks ago, had an 60 00:03:16,720 --> 00:03:19,400 Speaker 1: amazing order innovation looks incredible. 61 00:03:19,400 --> 00:03:21,760 Speaker 3: For the future, they're there, man, they're there. 62 00:03:21,880 --> 00:03:24,640 Speaker 1: And in fact, I was reading an interesting piece about 63 00:03:24,639 --> 00:03:27,240 Speaker 1: how they're looking at search going forward. Right when we 64 00:03:27,320 --> 00:03:30,320 Speaker 1: had to scour the internet, when AI, like Chat, GBT 65 00:03:30,400 --> 00:03:34,520 Speaker 1: and Claudes had to scour the internet, data source was 66 00:03:34,520 --> 00:03:37,480 Speaker 1: was Google because that's the place, you know. And now 67 00:03:37,520 --> 00:03:39,840 Speaker 1: they're saying like in the future they're going to shorten 68 00:03:40,200 --> 00:03:45,040 Speaker 1: that search so that models can't take which was what 69 00:03:45,120 --> 00:03:48,800 Speaker 1: we'll see, right, I was brilliant. Yeah, I feel like 70 00:03:48,840 --> 00:03:50,920 Speaker 1: they were a little late to that though, right had 71 00:03:50,960 --> 00:03:52,360 Speaker 1: they saw that train coming they would have. 72 00:03:53,000 --> 00:03:55,920 Speaker 2: It reminded me of Netflix stopping path for sure, Like 73 00:03:56,000 --> 00:03:59,160 Speaker 2: if data is the new oil, they have all the 74 00:03:59,200 --> 00:04:02,480 Speaker 2: oil and refire Sam while you're being arrogant, Well, what 75 00:04:02,560 --> 00:04:04,240 Speaker 2: you can talk about in a little bit, Okay, Well 76 00:04:04,280 --> 00:04:08,840 Speaker 2: let's cut the pipeline off and appo and a banana. 77 00:04:09,560 --> 00:04:12,560 Speaker 2: Every update that Google does it felt like at one 78 00:04:12,560 --> 00:04:15,800 Speaker 2: time every week they were launching a new improvement, just 79 00:04:16,200 --> 00:04:18,880 Speaker 2: a fantastic and once again, everything they're doing, I wish 80 00:04:18,920 --> 00:04:19,600 Speaker 2: Apple would have did. 81 00:04:21,279 --> 00:04:26,400 Speaker 1: Yeah, yeah, it's interesting, right because I didn't not that 82 00:04:26,480 --> 00:04:27,880 Speaker 1: you said, I didn't even think about that, like you 83 00:04:27,960 --> 00:04:31,080 Speaker 1: cut that that pipeline off, and for those that was 84 00:04:31,240 --> 00:04:33,800 Speaker 1: what I'm trying to explain here is that when you search, right, 85 00:04:33,839 --> 00:04:38,640 Speaker 1: like when Google has like thirty o's inside the word, 86 00:04:38,880 --> 00:04:41,800 Speaker 1: that's how many search engines that they've done to come 87 00:04:41,880 --> 00:04:44,080 Speaker 1: up with results in the future this and that they've 88 00:04:44,080 --> 00:04:46,400 Speaker 1: cut that down to maybe two pages. Right, So remember 89 00:04:46,640 --> 00:04:48,800 Speaker 1: when people used to go seos and they're like, oh wait, 90 00:04:49,279 --> 00:04:51,600 Speaker 1: we're trying to land on the first ten searches. Now 91 00:04:51,600 --> 00:04:54,080 Speaker 1: that I'll be confined so that the other companies won't 92 00:04:54,080 --> 00:04:57,039 Speaker 1: be able to use that database to use inside their platform. 93 00:04:57,200 --> 00:05:01,640 Speaker 1: Which is interesting the Apple have done this. I think 94 00:05:01,680 --> 00:05:04,320 Speaker 1: Apple could have done something in artificial intelligence. I think 95 00:05:04,360 --> 00:05:06,400 Speaker 1: they're the roller is defline. Now they're gonna sit back 96 00:05:06,400 --> 00:05:08,640 Speaker 1: and watch and say, how do we improve how we 97 00:05:08,680 --> 00:05:10,520 Speaker 1: innovate inside of what's already happening. 98 00:05:10,960 --> 00:05:14,480 Speaker 3: Google is just innovating. They're just innovating at a very 99 00:05:14,560 --> 00:05:15,719 Speaker 3: high level. 100 00:05:15,800 --> 00:05:19,120 Speaker 1: And every time they innovate, there's a response. And so 101 00:05:19,279 --> 00:05:22,880 Speaker 1: when vo three came out, we saw soa they updated it. 102 00:05:23,160 --> 00:05:27,960 Speaker 1: It comes soa too. They're leading the way now right, 103 00:05:28,279 --> 00:05:31,120 Speaker 1: they're leading away. Search engine is there. We know that 104 00:05:31,120 --> 00:05:33,680 Speaker 1: that it's a huge business. And obviously they still have 105 00:05:33,760 --> 00:05:36,279 Speaker 1: that Golia called YouTube, which. 106 00:05:36,320 --> 00:05:39,760 Speaker 2: Now they're gonna say and once they figure out how 107 00:05:39,760 --> 00:05:45,120 Speaker 2: to integrate Veil into YouTube for creators, if you go 108 00:05:45,120 --> 00:05:46,279 Speaker 2: on a cable home sell. 109 00:05:47,120 --> 00:05:48,520 Speaker 3: What would be like what's reality? 110 00:05:48,600 --> 00:05:55,000 Speaker 2: At that point it's tough mm hm m h. Job 111 00:05:55,160 --> 00:05:58,120 Speaker 2: or done to everybody at Google. Once again, I wish 112 00:05:58,120 --> 00:05:59,200 Speaker 2: the Apple would have done the same. 113 00:06:00,000 --> 00:06:02,159 Speaker 1: What's up? 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