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Chronicles

The story behind the story

days · browse · Enter similar · o open

A look at Google's scramble to add generative AI to its products, reminding some employees of the rush to infuse Google+ into every key service starting in 2011

Artificial intelligence was supposed to be Google's thing.  The company has cultivated a reputation for making long-term bets …

Bloomberg

Context & Ripple Effects

Google's generative-AI push follows a period in which its AI ethics disputes and talent losses were described as leaving it behind OpenAI and Microsoft; executives had already consulted Larry Page and Sergey Brin on the AI response. The Google+ comparison matters because it frames the effort as a company-wide distribution mandate rather than a standalone product launch.

The subsequent coverage shows where that mandate was headed: generative features in Search and advertiser tools, including plans to remix advertisers' creative into campaigns. That makes the internal rush consequential for Google's core consumer and commercial surfaces.

First-order effects

  • Google product teams face pressure to add generative AI across existing services, reviving employee concerns about a centrally directed integration campaign.
  • Google's Search and ads organizations become immediate proving grounds for whether generative features can be introduced without undermining the businesses they support.

Second-order effects

  • OpenAI and Microsoft gain leverage as the competitive benchmark forcing Google to compress product-integration timelines after its earlier AI talent and ethics setbacks.
  • Advertisers must prepare for Google to move AI from assistance into campaign creation, shifting more creative workflow into Google's ad platform.

Third-order effects

  • If Google sustains the rollout, generative AI will compete less as a standalone chatbot category and more through distribution inside established search, productivity, and advertising products.
  • Google's earlier ethics controversies suggest that broad deployment will keep governance and product velocity in tension as AI reaches more users and commercial workflows.

The trend: Generative AI is becoming a distribution race in which incumbents embed models across their highest-traffic products while trying to preserve trust and core revenue models.

Discussion

  • Vox Shirin Ghaffary on x
    Silicon Valley's AI frenzy isn't just another crypto craze
  • @marie_haynes Dr. Marie Haynes on x
    This is a good read about the AI technology that Sundar Pichai has called “more profound than fire or electricity”. “Google wants to make sure that it's not the Xerox Parc of its era,” says Desai. “All the innovation happened there, but https://www.bloomberg.com/...... https://tw…
  • @aaronwall Aaron on x
    AI is the new Google+ https://www.bloomberg.com/...
  • @marie_haynes Dr. Marie Haynes🐧 on x
    This is a good read about the AI technology that Sundar Pichai has called “more profound than fire or electricity.” “Google wants to make sure that it's not the Xerox Parc of its era,” says Desai. “All the innovation happened there, but https://www.bloomberg.com/...... https://tw…
  • @daveyalba Davey Alba on x
    —Workers are pulling late nights to deliver; some products have been rejiggered to include generative AI elements —As one worker said: “There is an unhealthy combination of abnormally high expectations and great insecurity about any AI-related initiative” https://www.bloomberg.co…
  • @jimpethokoukis James Pethokoukis on x
    As one current employee puts it: “There is an unhealthy combination of abnormally high expectations and great insecurity about any AI-related initiative.” https://www.bloomberg.com/... via @BW
  • @daveyalba Davey Alba on x
    New from me & @byJuliaLove: —Pichai is weighing in on details of gen AI products, w/c would usually be 3 or 4 levels beneath him —There's a new directive that products w/ 1B+ users must incorporate generative AI within months Our look inside “code red”: https://www.bloomberg.com/…
  • @rustybrick Barry Schwartz on x
    Google AI stuffing... https://twitter.com/...
  • @thestalwart Joe Weisenthal on x
    So funny how OpenAI was ostensibly all about safe development of AI (and maybe it is) but the real effect is to set off an arms race so publicly traded companies rush out products to satisfy investors https://www.bloomberg.com/... https://twitter.com/...