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Conclusion: "Google is sitting on an enormous amount of cash, but if the company does lose AI, and AI in turn eats search, it will lose its core function, and become obsolete. Talent will leave, and Google will be reduced to a giant, slowly shrinking pile of cash."
I don't think pile of cash will be shrinking. They will fire more people and reduce more expenses once profit margin will come closer to danger zone.

And will turn into investment fund once core function will be lost completely.

Can you point to some other examples of technology companies that lost their competitive advantage and were able to pivot successfully into an investment fund? It's an interesting premise but I am at a loss for an existence proof of any firm successfully executing the transformation.
No, I can't. It is not easy research for me to find some tech company which collected 100b in cash, and has main business collapsed.
Have you tried asking ChatGPT?

(sorry, couldn’t resist…)

The Kodak pension fund is gigantic. It eclipses the husk of a company that remains. Google could close up shop, invest in a tobacco company (and maybe a handful of other dividend kings), and literally live forever as a trillion dollar fund.
According to https://www.plansponsor.com/kodak-outsources-management-of-o... it's $6.5 billion. But pension fund management is mandated by regulation. Google "cash on hand" is https://companiesmarketcap.com/alphabet-google/cash-on-hand/ $111 billion.

The question I am having trouble parsing is who makes the decision to become a pension fund at Google given their historical focus has been on technology. It's a significant pivot.

At a small closely held firm I can see the owners deciding to use the corporation as a vehicle for managing retirement funds (or inter-generational wealth transfer) but Google has a much more diverse base of owners with divergent interests.

> who makes the decision to become a pension fund at Google given their historical focus has been on technology

I don't think anyone said Google has to become pension fund. They can become some generic investment fund: invest into stocks, other funds, bonds etc, or focus on tech investments.

Sorry "pension fund" was a typo on my part, I meant investment fund.
so, what's your concerns then? They already operate like investment fund: its not like they keep pile of 100+B cash, they invest it in various securities, and directly into startups through Google Ventures. If main business dies, investment part will continue operating.
My point is that they don't operate like an investment fund and I am not aware of any technology company that survived the collapse of it's primary revenue stream by changing into an investment fund.
Berkshire Hathaway. Not a "true" investment fund but not far off either.
I would characterize them as a conglomerate operating in multiple lines of business that rely on a financial perspective and a sound investment thesis for much of their decision making. Unlike a mutual fund or most other investment firms they make very few investments or divestments over time.

The thesis I am fighting against is that all it takes to become a successful investor is a big pile of cash. There many many counterexamples.

Buffet and Munger at Berkshire Hathaway prove a different point: a sound investment thesis pursued diligently to enable compounding can yield very attractive returns.

Google could invest only in woke companies and make a small fortune — by starting off with a large one.
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Most talent left a long time ago.

The people left are the hacks and the ones with mortgages.

(comment deleted)
Things were already pretty bad when Damor was fired, it's only gotten worse since
slippery slopes don't exis...
Would be interested in reading some corroborating commentary from any actual Google employees here.
The reason why we don't hear more might be fear of professional repercussions as well. Speculative, but the impression remains and the fact that some prominent cases had a bad ending warrants suspicion.
I opened this expecting to see legitimate criticisms about the culture problems at google, but I can't get past the excessive whining about wokeness. I think that pseudo-progressive policies at hyper-capitalist corporations can contribute to the types of problems we have seen in Gemini. However, conflating those issues with some employee complaining about being "strongly encouraged" to choose their pronouns, and being disgusted by the "15 different crazed pronoun combinations" made me tap out. I don't care to read some culture warrior's weird manifesto.
Browsing the website a bit, it's pretty clear this is a Thiel-funded anti-woke "publication".
Haha, found this on the author's LinkedIn:

> Volunteer > The Seasteading Institute

Yeah, I read enough of these whinges on the net already.
You are part of the problem then.
If the other side of the issue is a propaganda network funded by a billionaire demagogue, then I'm pretty happy being part of the problem, thanks.
Are you talking about George Soros here?

It's always astonishing to see ignorance and delusion so fully and grotesquely consummated in the mind of a person.

Both sides are propaganda networks funded by billionaire demagogues.

I, being a practicing Stalinist, believe that the only way to motivate the managerial class is with one way vacations to Alaska for under performance.

>Per a January 9 email, the Greyglers, an affinity group for people over 40, is changing its name because not all people over 40 have gray hair, thus constituting lack of “inclusivity” (Google has hired an external consultant to rename the group).

I doubt firing the CEO will do much at this point, the rot is institutional.

I would have thought this, if not for Microsoft's turnaround.
> Per a January 9 email, the Greyglers, an affinity group for people over 40, is changing its name because not all people over 40 have gray hair, thus constituting lack of “inclusivity” (Google has hired an external consultant to rename the group)

Oh boy.

I can't imagine having to rename a mundane employee interest/social group, much less hiring an external consultant to come up with the new name. It seems beyond anything.
There is a certain demographic that commonly dye their hair. It isn't fair to them to be lumped in with unkempt people who do not dye their hair and probably don't even wear matching socks, let alone undergarments.
That does not bode well. When HR is the problem then you’ve got a serious problem. Very hard to get rid of problematic HR people because they obviously know all the tricks. And any sort of attempt at changing culture can also get derailed by them.

That leaves you with just override from above ie top management. And nobody sane is taking an even vaguely anti-DEI stance. So they seem a little stuck.

Won’t be the last major fk up we seen from them on this topic as a result.

> diversity architecture

Jikes

Sergey Brin seems a bit embarrassed by it.

>“We definitely messed up on the image generation,” Brin said Saturday. “I think it was mostly due to just not thorough testing. It definitely, for good reasons, upset a lot of people.”

Mike Solana, the author suggests he may fire Sundar https://twitter.com/micsolana/status/1764723032042725531

Somehow I'm blocked by that guy but I don't think I've ever interacted with him. Anyone else?
Maybe you made a bad crypto/Solana joke at some point ?
Not personally but he seems to block quite a lot. There's even mention of a tool created in his honor:

>Megablock is a tool that allows you to mute a tweet, as well as block its author and everyone who liked it in one hit. Its creation was inspired by a tweet from a Twitter user, Mike Solana... https://www.makeuseof.com/how-to-block-everyone-who-liked-tw...

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As if the whole LLM isn't completely twisted to echo "the message."
I’ve been saying this since DALL-E was released three years ago: image generation is going to be a can of worms, forever.

Google was clumsy here (in the same way that OpenAI was with DALL-E) but no amount of patches are going to fix the culture wars. Taking a text prompt and turning it into a picture is always going to be contentious. There will always be some amount of real bias and some amount of perceived bias on top of that.

And it’s incredibly cheap and easy for users to find real or perceived bias if they’re looking for it.

Yeah they're trying to walk a tightrope between groups who want the AI to be less racist and more racist, and neither side will ever be happy.
There is a third group who just want it to not suck. Imo that's been the largest group I've seen discussing the issues.
What? If I ask for a picture of a white family and get back a racially diverse family, how am I racist for being upset about the result? It didn’t do what I asked and it wasn’t an outrageous ask.
Why, exactly, are you asking an AI for pictures of a white family? Seems extremely strange.
Would it be equally extremely strange to ask an AI for pictures of a black or asian family? You may be telling on yourself here.
If someone is asking an AI for pictures specifically of a black or asian family I would assume they are corporate HR. If someone's asking an AI for pictures specifically of a white family I would assume their comment history includes rants about the great replacement theory.
Well, at least you admit your racism openly I guess.
You're racist then. Openly too. Don't you realize this is blackface?

Sometimes people want photos of families that look like their current reality.

I wouldn't want someone from a visibly different ethnicity when I'm looking for something like this.

Even black communities around me have visibly discernable differences. Where I live driving an hour might be enough. We aren't a monolith anywhere

When you take photos of your family do you rent others of a different ethnicity to avoid looking racist?

My wife is the daughter of Filipino immigrants, so obviously my kids are mixed race and we don't fit the profile of a "white" family, but my take from your comment is that you spend way too much time thinking about tribal identity politics.

If I'm writing a short story (let's say it's fan fiction for "Little Women") about a family in a New England village in the 1860s, images that include non-white people in them are going to look absurd and be ahistorical. Your assumption that the only reason to prompt for an image of an ethnically homogenous family is due to bigotry appears to reflect a negative and pessimistic view of humans. I would guess this view stems from spending too much time reading Twitter comments and forgetting that they are written by a tiny, non-represenative sample of the population that skews towards derangment.

Congrats on being married, but I'm not sure what your family's ethnic identity has to do with your really cool short story and accompanying AI generated picture idea. It's the perfect example really, I can't believe I ever thought it was weird to type "picture of white family" into a generative AI.

I get that people will be really sad that they don't get to look at your AI generated 1860s white family because Google has made it illegal for all AIs to create images of white people. However I'll do you a solid: I happen to know a couple white families and I'll get them to pose for your short story. Just PM me the description and I'll hook you up.

Please stop. You're commenting in bad faith, not adding anything to the discussion, and are not really engaging with other commenters based on the substance of their comments.
Could be a staff writer for NME looking for quirky images to go up alongside a review of Whitest Boy On The Beach by Fat White Family.

The possibilities are many.

Not familiar with what NME means but perhaps they could check literally any stock photo site instead of the only busted AI that doesn't show this one particular thing?
British version of Rolling Stone that's fifteen years older.

    New Musical Express (NME) is a British music, film, gaming, and culture website and brand. Founded as a newspaper in 1952, with the publication being referred to as a 'rock inkie'.
> but perhaps they could check ..

Right now, maybe, although they have staff photographers to shoot content by description - in the near future they and other magazines would want good AI image generation sites that can generate side content for pale white scottish bands and for Little Simz returning to roots in Nigeria: https://youtu.be/tvY31eN3gtE?t=61

Sorry to offend you!
Thanks for apologizing. Unfortunately such a dumb, contrived complaint has caused me permanent damage from which I may never recover.
There are artistic reasons why you would want to indicate white as the skin color. For example maybe you want a snow woman that fades into the snow.
You may have replied to the wrong comment because I think we're here talking about how this dude can't figure out how to find a picture of a white family on the internet.
He could want the family in specific poses or wearing certain types of clothing, or any other forms of image details.

Which... Is the whole point of using AI. To be able to generate lots of different pictures based on your prompt.

That's perfectly reasonable.

Or maybe they just wanted a picture that looks like themself to post as a profile picture, for example.

Id hope that you don't support people posting profile pictures of themselves in blackface.

And in order to not do that, the AI needs to follow the prompt of the user.

Even just the race of the default "person" is impossible to set in an absolute manner. It feels like one could tackle this by having a checkbox of various filters that add specific biases. Like what race do you want your default person to be?

They could even put the forced-diversity-overdrive filter as the default, and for "real mode" display a disclaimer about it having biases that are reflections of all the garbage human biases that have been fed into these systems. Then when the political hacks of either team post pictures that are just obvious results of the filter they selected, they can be ignored.

I suspect the stopper is that these machine learning systems are being marketed as superintelligent "AI" which can solve all of the world's problems, and having to baby them with settings would be a recognition that they're actually just imperfect tools.

If you want to skip all the culture wars stuff, the interesting bit here is the alleged description of how Gemini's image generation prompting is preprocessed:

"Roughly, the “safety” architecture designed around image generation (slightly different than text) looks like this: a user makes a request for an image in the chat interface, which Gemini — once it realizes it’s being asked for a picture — sends on to a smaller LLM that exists specifically for rewriting prompts in keeping with the company’s thorough “diversity” mandates. This smaller LLM is trained with LoRA on synthetic data generated by another (third) LLM that uses Google’s full, pages-long diversity “preamble.” The second LLM then rephrases the question (say, “show me an auto mechanic” becomes “show me an Asian auto mechanic in overalls laughing, an African American female auto mechanic holding a wrench, a Native American auto mechanic with a hard hat” etc.), and sends it on to the diffusion model. The diffusion model checks to make sure the prompts don’t violate standard safety policy (things like self-harm, anything with children, images of real people), generates the images, checks the images again for violations of safety policy, and returns them to the user.

“Three entire models all kind of designed for adding diversity,” I asked one person close to the safety architecture. “It seems like that — diversity — is a huge, maybe even central part of the product. Like, in a way it is the product?”

“Yes,” he said, “we spend probably half of our engineering hours on this.”"

If true (admittedly a big if), it torpedoes the suggestion made by many that Gemini's misbehavior was simply accidental teething problems that were missed in testing.

what i don't get is why this always gets missed in testing. How did they NOT have at least one turbo-edgelord on payroll just testing it with increasingly offensive 4chan-style prompts, and flagging the results?
The article claims that they did know about it: "First, according to people close to the project, the team responsible for Gemini was not only warned about its “overdiversification” problem before launch (the technical term for erasing white people from human history), but understood the nebulous DEI architecture — separate from causing offense — dramatically eroded the quality of even its most benign search results."
The sense at Google is that it's dangerous to rock the boat too much when it comes to certain pieties. It would have been a good idea to have someone doing that, and Google certainly has the money to, and plenty of people thought it was a good idea. But suggesting that or taking on that job would have been at best neutral for your perf packet (if you did nothing) or outright negative (if you actually did the job and raised red flags about Gemini's results). Someone would complain they were offended or felt threatened by your work, and then you're out the door.

In fact, Google does have a diversity problem, but it's the opposite of what the corporate apparatus thinks it is.

‘Diversity’ at many companies: different skin colors, but same line of thought, or lack thereof.
Google products haven't been the same since Elon and Brin had a falling out. They lost their best edge case tester. :P
I am thinking this is almost certainly malicious compliance. I mean diverse Nazi imagery is just too perfect of a miss. They managed to offend literally everyone with that even the actual Nazis.
They offended the victims of the Nazis (who cares if they offended the Nazis).
It’s right there in the title: “Google’s Culture of Fear”. Being that turbo-edgelord is a career limiting move in a way that just sitting back and letting the Gemini launch play out isn’t.
None of the prompts being demoed were offensive, only the outputs, so that wouldn't have helped. As to why they didn't test the outputs of prompts like "images of German soldiers in 1943", that's probably due to the belief in symbolic determinism that underlies their behavior.

The hard left is a big fan of the belief that reality comes to reflect its symbolic representation, not that symbolic representations reflect reality. In such belief systems depicting something symbolically can make it come true. An example of this in earlier eras was the Sapir-Whorf hypothesis. This shows up as changing the race/gender/sexuality of people in art forms like job ads or on screen in an attempt to change job demographics in reality, but it can also show up in other ways. For example if you believe in symbolic determinism, then drawing Nazis is dangerous because doing that actually creates Nazis in reality (or in weaker forms of the belief, increase the probability of people's beliefs becoming more Nazi-like).

Remember that 50% of their effort went into stopping people drawing pictures of white men even when that would be highly realistic, because they believe that depicting us directly creates problems in the real world. For such people testing prompts expected to produce only white men would not only be risky in a careerist "what would HR say" sense, but it's perceived as risky in its own right! The very act of testing could make the world worse. That's the whole reason they're trying to stop users doing it in the first place! It's also why they constantly bring up physical safety even when talking about symbols.

So the Gemini team have ignored the actual feedback they got and decided that the error was making groups of bad people diverse. They're going to fix Nazis and Vikings to either refuse to depict them at all, or to show them as all white men (because those groups are bad), but ignore all the cases where groups of good people get incorrectly diversified. And of course they won't do anything about the text. This is all predictable given their beliefs about the nature of reality.

Because I imagine that ahering to the corporate diversity policies is a huge deal in promotion and reward, so no-one is going to want to put their head above the parapet.
Because everyone like that's been fired from google in 2008.
Nobody serious actually believed it was an accident to begin with.
I think the multi ethnic German nazis were not really what they were intending.
Was Gemini a "disaster"? That seems like too strong of a word. For the first time after trying Gemini 1.5 Pro, I feel like they are turning the ship around. Sure they haven't caught up to GPT-4 but it does not feel like a joke anymore. Does anyone else feel the same after trying 1.5 Pro?

Surely they could do the same for their image generation efforts?

Frankly are the "anti-woke" people really that fundamental to where the country is going? Do their complaints even matter all that much? On the US political side, they have been dead wrong in every political prediction since the 2016 election

1. 2018: record election year for the opposition

2. 2020: after a mess in handling covid the incumbent party is kicked out when most recent presdents get two terms

3. 2022: a supposed red wave never materializes.

4. 2024: ?

(This is not to mention all the underperformances for every "anti-woke/far right" candidate in special elections).

It sounds like they are just a loud minority.

I'd say you're making an awfully large pigeonhole of "anti-woke". I'm right there with your views on which way the political winds are blowing for the reactionaries and the general uselessness of reactionary populism, but the article and it's first link have some pretty damning factual descriptions. Like I don't see why an image generation tool that mangles every query so it conforms to the political desires of different loud minority is of use to nearly anyone.

And sure, the site and its cited twits could be cherry picking the worst examples, to make mountains out of molehills as political hacks tend to do. But it's talking about a notable product at a notable company, so unless those examples were outright faked there is still truth in its criticism.

Also I'm old enough to realize that 7 years isn't actually that long of a time, and one of the main reasons we get destructive spite votes like Trump is precisely people's resentment of this overbearing paternalism being pushed on them.

>I'm right there with your views on which way the political winds are blowing for the reactionaries and the general uselessness of reactionary populism, but the article and it's first link have some pretty damning factual descriptions. Like I don't see why an image generation tool that mangles every query so it conforms to the political desires of different loud minority is of use to nearly anyone.

Yes you raise a good point, the tool as it stands is not useful but that was part of my point. Let me restate what I was trying to get at:

Less than year ago Bard was also totally useless. Sure as a text based tool, it wasn't as offensive to some people as this image generation tool is but the point still stands.

The question we should be asking: Is the tool completely useless to users and if so, how fast are they improving it so that it can be useful?

Useful in my mind is: Is the tool solving peoples needs? Clearly the image tool may not be doing so.

I personally feel that they have really done a good job improving their offering (Gemini 1.5) in such a short amount of time that I don't feel it is prudent to outright dismiss the possibility that if given some more time, we won't see improvement in their image tool.

>And sure, the site and its cited twits could be cherry picking the worst examples, to make mountains out of molehills as political hacks tend to do. But it's talking about a notable product at a notable company, so unless those examples were outright faked there is still truth in its criticism.

Yes criticism is absolutely fair...in my opinion it just looks too harsh to me given that it is such a new tool and we all know they are clearly behind. Our expectations are that it needs to instantly be at the level of their competitor when they have proven that they are behind.

>Also I'm old enough to realize that 7 years isn't actually that long of a time, and one of the main reasons we get destructive spite votes like Trump is precisely people's resentment of this overbearing paternalism being pushed on them.

Well I can't sit here and tell you how the future will play out. There are certainly many unknowns and yes a spite vote like Trump (and even Bernie) comes from a place of serious contention with the status quo. Reality is not playing out like that at this moment though. From a massive high of both right wing populism in 2016 to a massive rise in left wing populism ion 2018 we are also seeing a decline in the populous right/left wing. The online media landscape for both sides started shrinking after 2020's election, there is no real long term leader on either side on the horizon(Trump is on his way out and Bernie had two chances, now he too is at the end of his life), increasing amounts of infighting is eating both the left and right wing from the inside out and this year the left wing has been reduced to defending what little gains they did make in 2018/2020 while the far right has lost so much to the middle since 2016.

> Was Gemini a "disaster"?

Not for those that demand such politicized images, I suppose. But on all other metrics pretty much yes. At least their leadership said the responses were "completely unacceptable".

I don't get your reference to elections at all, it doesn't seem to make sense in context of your first question.

>Not for those that demand such politicized images, I suppose. But on all other metrics pretty much yes.

What other metrics are you justifying on? In previous comments I detailed my testing of Gemini 1.5 Pro and it shows significant improvement over Gemini 1.0 and Bard. My target is matching the ability of GPT-4 in my personal set of benchmark tests. It isn't there yet but going from 0 tests passed with Bard to 6 tests passed with Gemini 1.5 is a significant improvement in my mind.

[0]:https://news.ycombinator.com/item?id=39565128

>I don't get your reference to elections at all, it doesn't seem to make sense in context of your first question.

My claim is that the people complaining the most about what pictures Gemini are generating are part of one side of the US political aisle that is focusing on the content of these images and not any sort of technical improvements or failings.

I am led to believe they are a loud minority based on their election performance over the last seven years.

Calling gemini a "disaster" as the article does is too strong of a word given what I have seen with Gemini 1.5 Pro.

> My claim is that the people complaining the most about what pictures Gemini are generating are part of one side of the US political aisle

I believe this to be a vast simplification and a lacking perspective, but of course there are countless reasons why a certain political aisle would leverage such stories.

> Calling gemini a "disaster" as the article does is too strong of a word given what I have seen with Gemini 1.5 Pro.

"completely unacceptable" was a quote from the Google CEO on the topic of image generation. That the performance of Gemini is not the topic is part of that. The story isn't about any performance metrics of LLMs, it is about how it did generate some controversial images.

And that is indeed the larger question compared to how well it performs because there are more implications than a good test score.

[flagged]
Assuming it’s true. How is it related to article?
The site is bankrolled by a libertarian Thiel acolyte:

"Founders Fund: Solana joined Founders Fund, a renowned venture capital firm, in 2012. The firm, co-founded by Peter Thiel, has invested in numerous successful startups such as SpaceX, Palantir Technologies, and Airbnb. Solana’s role as Vice President allows him to play a crucial part in identifying and nurturing promising startups."

https://equityatlas.org/mike-solana-net-worth/

articles exist in context of the site they are on and the agenda they are pushing.
Person A: "This thing is a bad thing."

Person B: "You're just pointing out it's a bad thing to make the person doing the bad thing look bad!"

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> Before the pernicious or the insidious, we of course begin with the deeply, hilariously stupid: from screenshots I’ve obtained, an insistence engineers no longer use phrases like “build ninja” (cultural appropriation), “nuke the old cache” (military metaphor), “sanity check” (disparages mental illness), or “dummy variable” (disparages disabilities). One engineer was “strongly encouraged” to use one of 15 different crazed pronoun combinations on his corporate bio (including “zie/hir,” “ey/em,” “xe/xem,” and “ve/vir”), which he did against his wishes for fear of retribution. Per a January 9 email, the Greyglers, an affinity group for people over 40, is changing its name because not all people over 40 have gray hair, thus constituting lack of “inclusivity” (Google has hired an external consultant to rename the group).

This is both hilarious and sad

All over the news for awhile now, time to be contrarian and long GOOG (see META)
Is this what people mean when they say "woke mind virus". I've never really understood the term.

My perception was that certain groups took the idea of diversity too far and made it into strict quotas. Certain speech is restricted. Promos went from being on merit to based on the skin color you were born into.

Google is scared of showing trash in Gemini but they are happy to show trash, phish and malware in search results.
I found I could defeat the AI filtering if I added some positive adjectives.

Bad result:

Show me an Amish person eating chicken.

Better result:

Show me an awesome and amazing Amish person eating chicken.