Google Is Winning In AI

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  • Опубліковано 1 жов 2024

КОМЕНТАРІ • 302

  • @JosephCarlsonAfterHours
    @JosephCarlsonAfterHours  4 місяці тому +8

    Join Qualtrim Today with a free month-long Trial: www.patreon.com/josephcarlson
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    • @fundrisefanfam
      @fundrisefanfam 4 місяці тому

      🥈

    • @SigFigNewton
      @SigFigNewton 4 місяці тому

      Great video! Keep calling out the SEC’s apparent blindspots and hypocrisy.
      Video could do a better job of outlining potential reasoning of the SEC guy. Perhaps in his view roaring kitty is one of the wealthy people taking advantage of others by pumping stock and he’s too surrounded by groupthink to realize the inconsistent application of the justifications he’s using to raise alarms over a chair meme.

    • @can-a-indian7903
      @can-a-indian7903 4 місяці тому

      Hi Joseph, based on your assessment, specially around the application of AI in the future, what do you think about company like Workday?

  • @bombmanNL
    @bombmanNL 4 місяці тому +120

    To be honest, Chamath Palihapitiya should be in jail. It’s criminal what he does

  • @StephenGriffith-j1d
    @StephenGriffith-j1d 4 місяці тому +83

    "Country club attitude"
    My man is spitting gold

  • @mjrtla
    @mjrtla 4 місяці тому +94

    The SEC needs to be sued. The clear double standards, and blatant favoritism need scrutinized and corrected.

    • @JiveCinema
      @JiveCinema 4 місяці тому +5

      So nothing new

    • @mjrtla
      @mjrtla 4 місяці тому

      @@JiveCinema if the American people would wake up, and unite against this corrupt ruling class, it would be so great. But, we can’t even agree on basic biology

  • @okaydamian
    @okaydamian 4 місяці тому +403

    Market highs is followed by corrections, but predicting the timing and extent of it is challenging. I've heard few analysts talk about a 'massive' correction which makes me wonder if it's time to liquidate my $200k tech stock portfolio, or consider some defensive investments.

    • @arlenehill4ril
      @arlenehill4ril 4 місяці тому +1

      Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice could also provide valuable insights/strategies to navigate market uncertainties and protect your investments

    • @fromthebirchwood
      @fromthebirchwood 4 місяці тому +1

      wow! over two decades of experience, just looked up Karen Lynne Chess on the web, and was able to schedule an appointment via her consulting page, no doubt she shows a great deal of expertise

  • @4mb127
    @4mb127 4 місяці тому +52

    Fantastic points on Buffet and Roaring Kitty. One of your best points ever.

  • @mjrtla
    @mjrtla 4 місяці тому +70

    I don’t know how some of these people aren’t completely overwhelmed by shame. The sec allows politicians to get away with the worst and most blatant insider trading. The double standards and corruption in our world today, is just unbearable.

    • @VicBeatz
      @VicBeatz 4 місяці тому +3

      I agree

    • @dgi012
      @dgi012 4 місяці тому

      I agree that insider trading is always illegal no matter who does it

  • @angelcovarrubias3418
    @angelcovarrubias3418 4 місяці тому +43

    Fantastic commentary, thank you for pointing out the charlatans on financial media and the complete lack of action from the SEC to protect Savers-Investors.

  • @randolm7698
    @randolm7698 4 місяці тому +56

    Google has gotten so much grief for 'wasted money' on their moon-shots, other-bets, and countless scrapped projects over the years. But those projects were farm grounds for the best technical minds in the business. When it came time to rally around AI they had the stable of talent needed to see the breadth of focus we are now seeing.

    • @vncstudio
      @vncstudio 4 місяці тому +4

      Google has always been a company with great engineering prowess.

    • @Chris-vz2kv
      @Chris-vz2kv 4 місяці тому

      Fax people are so obsessed with quarterly earnings and not 5 to even 10 years into the future.

  • @ricksmith2127
    @ricksmith2127 4 місяці тому +13

    The the SEC chair have any issues with Senators trading options on companies that they legislate for?

  • @TypeOneTalks
    @TypeOneTalks 4 місяці тому +3

    I liked that you included the SEC member interview and challenged this nonsense comparing to Chamath. Would be great to see more content like this from you.

  • @longtailgar
    @longtailgar 4 місяці тому +38

    I have no respect for the SEC

    • @mjrtla
      @mjrtla 4 місяці тому

      I agree. But, it’s not just the sec. All of our federal institutions are corrupted and captured by the very industries they are supposed to be regulating. The consequences for this behavior needs to be made so severe, that no one would dare behave this way. I just wish everyone would realize just how corrupt our government is.

  • @Grimscribe732
    @Grimscribe732 4 місяці тому +6

    Well, at least the Chipotle TikTok stuff is actually related to the company for once. The whole Starbucks-Gaza thing was ridiculous to begin with.

  • @christopherknight5526
    @christopherknight5526 4 місяці тому +7

    Joseph - I agree with you on most things. But Google beating Microsoft in AI.. I don’t think this take will age well

    • @thebigbucktheory5488
      @thebigbucktheory5488 4 місяці тому +1

      Could be both but it might be more behind the scenes like integrating in search etc. it's easy to say that Google will still probably beat Microsoft in search, and j really think a.i from a consumer perspective will be search. Maybe Business will have more advanced applications though obviously.

  • @Ciborium
    @Ciborium 4 місяці тому +2

    CNBC's Jim Cramer says "buy this stock" and the SEC says nothing. Some Twitter influencer posts a meme and the SEC wants him to be investigated for market manipulation.

  • @dp9432
    @dp9432 4 місяці тому +6

    Well put Joseph!! Thank you for pointing out the FACTS and not just picking sides

  • @Concatenate
    @Concatenate 4 місяці тому +33

    Google is awesome at AI demos where they can text prompt everything beforehand to make it seem way better than it actually is.

    • @shadowninja6689
      @shadowninja6689 4 місяці тому +7

      Agreed, I'm not trusting ANY Google AI demos anymore. I'm only trusting that it's actually good when a bunch of ordinary people can get their hands on the software and say if it's actually good or not.

    • @jmanakajosh9354
      @jmanakajosh9354 4 місяці тому +2

      All the good people left to make their own companies

  • @joelelbear
    @joelelbear 4 місяці тому +6

    I appreciate you actually having a brain about this "meme stock" stuff. You're seeing how much business media is against them, I've been seeing it more and more

  • @aniketsiddhaye8193
    @aniketsiddhaye8193 4 місяці тому +5

    People have complained about Chipotle for a long time. Their service is inconsistent across locations but that doesn't necessarily hurt the company.
    I have had good food and generous portions in some locations while the others not so much. One thing they are consistent about is how unappealing their rice is.

  • @RogerXimenezJr
    @RogerXimenezJr 4 місяці тому +3

    As always, you provide solid arguments. Your thoughtfulness and clear communication is why so many of us tune in all the time. Thank you for all the hard work you put in to provide us with insightful and entertaining content!

  • @Pryflex
    @Pryflex 4 місяці тому +6

    I really liked this video, it was very informative. Thank you Joseph!

  • @Mrfoo2002
    @Mrfoo2002 4 місяці тому +13

    There is no shortage of teachers. Teachers are not getting paid enough, so people aren’t becoming teachers.

    • @musicloveranthony
      @musicloveranthony 4 місяці тому

      And they’re leaving the field. I know several people who went to school to become teachers (including my sister). Only one is still teaching

  • @JTSC97
    @JTSC97 4 місяці тому +1

    Complaining about RK posting a meme whilst Elon Musk actively manipulates the stock to millions on a platform HE OWNS is no issue… crazy, corrupt world we live in

  • @sublyme2157
    @sublyme2157 4 місяці тому +1

    The secret to getting exploding bowls of food at Chipotle is simple, ask for both options. White or brown rice? Both. Black or pinto beans? Both. Meat? Ask if you can have a mix of two meats that are the same price. Then get every additional condiment/side option available except guacamole. You'll be lucky if they can even get the lid to fit. #yourewelcome

  • @CharlesPurvis-kg9oc
    @CharlesPurvis-kg9oc 4 місяці тому +4

    The SEC chair bothered, although here we got FED Members talking endlessly moving the Market on every quote. LOL Please!!!

  • @djlovetap2141
    @djlovetap2141 4 місяці тому +1

    TSLA is the most 3-D real world AI that will save lives with the technology… FSD and bots excite me.

  • @nutzooba
    @nutzooba 4 місяці тому +4

    Love your videos Joseph me and my dad both love watching both of your channels during dinner time!

  • @halvey8518
    @halvey8518 4 місяці тому +2

    The chipotle in my college town was great for the past couple years. Only was it recently that I noticed that the place is always a mess and portions got smaller.
    Qdoba is just down the street and superior due to free queso and guacamole. It’s pretty clear which one I exclusively go to now.

  • @baneinvestment917
    @baneinvestment917 4 місяці тому +1

    Sorry but the past videos on ai have been so biased by you Joe. I think you have to much of an emotional connection to google. I think the problems at google should be talked about also. Same with all the companies you review.

  • @DeepfriedBaby
    @DeepfriedBaby 4 місяці тому +6

    I wish I were High on Potunous....

  • @fractalsquirt
    @fractalsquirt 4 місяці тому +1

    You should have introduced chimath as “the dictator himself” like they do on all in pod lmfao and you didnt even give him heat in virgin galactic spac!
    If youre not a shark you get ate lmao

  • @GM-kj5xw
    @GM-kj5xw 4 місяці тому +2

    Google biggest advantage is their portfolio. They have Search, Gmail, Photo, Map, Workspace, UA-cam, Chrome, Cloud, Drive, translate, Chat, Meet, Calendar, Android, Asistance, Google Pay. These are just some of their most popular one. It's crazy how much they can monetize AI through those services immediately. Unlike OpenAI, the use case is just limited to saveral use case.

  • @ewanc1
    @ewanc1 4 місяці тому +1

    The double standards with the SEC are amazing. When the big banks/hedge funds do shady stuff, they might get a wrap on the knuckles, maybe a fine if they are unlucky. If we retail investors do stuff that's perfectly legal, its suddenly a concern. I think the last 16 years have shown us that it's not the act that is the problem, it's who commits the act. Who is the Chair/Former Chair of the SEC to tell us what we can and can't trade/invest in or what advice we can and can't take. It's not like they have to bail us retail investors out if we muck up unlike the banks.

  • @leesmith9299
    @leesmith9299 4 місяці тому +1

    i swear google way back in the day gave more relevant results when you put in a more details search term. recently it just looked at the one popular word and gives results for that. more concerned with giving you the popular website in the search result rather than the most relevant. it got worse and now they're going back to how it was a a decade ago and claiming it's new.

  • @ramonenriquezschaefer5789
    @ramonenriquezschaefer5789 4 місяці тому +4

    Great you called out SEC hypocrisy!

  • @franekwrobel1449
    @franekwrobel1449 4 місяці тому +1

    Seems to me like we should start shorting their CNBC’s picks after initial siege from the advertisement… hmmm, That’s interesting

  • @StephenGriffith-j1d
    @StephenGriffith-j1d 4 місяці тому +3

    LETS GOOOOOO!
    Mr. Joseph Carlson is getting in the weeds on this GameStop matter!
    What cutting observations!

  • @vedantvashi9051
    @vedantvashi9051 4 місяці тому +3

    I wonder where Googles at with their self driving Ai

  • @BenBring1
    @BenBring1 4 місяці тому +2

    I actually have cut way back on chipotle. I’ve almost lost my temper in there a few times needing to ask for more rice 🤣🤣

  • @sohammajumder9010
    @sohammajumder9010 4 місяці тому +1

    I like your view point, and focus.
    But I think one caveat in your argument that critics will point out is that, the meme stock guy for GameStop DID NOT justify his action.
    Whereas chamath or Buffett, truthfully or untruthfully (read SPAC) explain what they “feel”.
    The clarity for the action is missing for this GAMESTOP guy.
    I think if you can address this, your justification will be water-tight.
    Nevertheless, I will follow you. I think I can resonate with your thoughts more… cheers.

  • @soroushsepahyar
    @soroushsepahyar 4 місяці тому +2

    excellent analysis! keep up the good work!

  • @InvestingWithAdamK
    @InvestingWithAdamK 2 місяці тому

    “Is this something we should be tolerating in our markets?”
    “Weather it’s legal or illegal, I don’t think so”. . . Don’t think so? How is it even close to illegal? People assuming he’s even thinking about GME is just silly.
    This is just sad

  • @andreaisonline
    @andreaisonline 4 місяці тому +2

    They might be winning, but Gemini grows dumber with each passing day.

  • @joaodealmeida26
    @joaodealmeida26 4 місяці тому +3

    This was a fantastic episode 🔥🔥 Well done!

  • @sublyme2157
    @sublyme2157 4 місяці тому +2

    Roaring Kitty, hero to some, outlaw to others. What a strange world we live in, hahaha.

  • @Akash-hq3gs
    @Akash-hq3gs 4 місяці тому +1

    Who watches coldfusion lol, its full of horse shit 😂

  • @rw4232
    @rw4232 4 місяці тому +2

    Great Vid, should send this video to SEC to see their opinion...

  • @Quanta215
    @Quanta215 4 місяці тому +3

    I ordered a burrito from chipotle recently on door dash and when I got it, it literally looked like a kids meal, like a mini buritto. Never had that happen before to me it surprised me. Shrinkflation is real.

    • @moogie7494
      @moogie7494 4 місяці тому

      The last chipotle burrito I had was enormous.

  • @himanshuverma31
    @himanshuverma31 4 місяці тому +2

    Wow, someone has balls to say the truth. You have earned a subscriber for lifetime.

    • @jamesbyrne9312
      @jamesbyrne9312 4 місяці тому

      Balls? What has he got to lose. Its not like anyone is after him lol

    • @himanshuverma31
      @himanshuverma31 4 місяці тому

      These days channels are getting banned without any reasons.

  • @katielowen
    @katielowen 4 місяці тому +2

    "We're SO BACK"
    - Double Compounder Carlson

  • @matthew.m.stevick
    @matthew.m.stevick 4 місяці тому

    29:20 I think the Game Stop craze 2021 and 2024 is silly and gambling and not advisable to be a part of, _however_ this is spot on by Joseph Carlson 👏🏻. Typical Fed Borough Boy behavior.

  • @thunderbless
    @thunderbless 4 місяці тому +1

    Really nice video. I especially liked the section "SEC Chair..."; the double standard of SEC and mass-media is disgusting and I loved you comments about the subject. You are doing an awesome job, congrats and keep it up

  • @joaquinbatet3158
    @joaquinbatet3158 4 місяці тому +1

    Great video! Thanks for the content, much love from Argentina!

  • @Ciborium
    @Ciborium 4 місяці тому

    Female Popes and Black Wehrmacht soldiers and Black Native American Women "who might be named Seamus" proves that Google is _winning_ AI.

  • @rreeerrelihtonen
    @rreeerrelihtonen 4 місяці тому

    joseph, listen.... it is certain google will lose marketshare... company is overpriced. buy when its below 15 pe.

  • @andredenegri8633
    @andredenegri8633 4 місяці тому

    It's always a challenge to disassociate your personal, anecdotal experiences with how you view a business/investment case - case in point, Netflix customers being overly bearish because their previously free experience was being downgraded by the password crackdown, forcing them to pay up for a subscription.
    That being said, I am curious what the community here thinks about this Chipotle 'controversy' and more - I for one haven't really noticed the smaller portion sizes, but I have noticed slower and slower service, them being out of chips, and even forgetting pieces of my mobile orders and only finding out when I get home that they didn't add fajitas, salsa, etc. Is that also true for you?
    Another instance, whenever I go to Costco it s simply too busy, there isn't seating available at the food court and it's always dirty. I'm still buying the stock, but I do worry about these degradations in my (and possibly other's) shopping experiences with these high flying businesses/stocks. I wonder what the community here thinks.

  • @PaintrainX
    @PaintrainX 4 місяці тому

    Good points on market manipulation. And let's not forget price targets set by investment firms. They know very well the market will react to upgrades and downgrades. Or look what Elon Musk does. Or Nancy Pelosi, lol.

  • @davidy5993
    @davidy5993 4 місяці тому

    This goes back to Sam not caring how much money he wants to spend. How does Microsoft and OpenAI plan to make search queries with LLMs cost effective? The would need lots of high end GPUs and that can get expensive.

  • @nowonderfreebeats2587
    @nowonderfreebeats2587 4 місяці тому

    Hilarious to me that Joseph is dunking on other UA-camrs for their Netflix videos when he literally did the same thing to Google a year ago.... Joseph is officially a 🤡

  • @MMetalRain
    @MMetalRain 4 місяці тому

    I'm wondering how these Gemini answers are built, like that meal planning response. How much of that did Gemini build and how much of it is prebuilt components that Gemini can compose? I can ask for 5 part daily makeup routine or 7 day workout routine etc. and it would use same components or does Gemini do more of that?

  • @photodb
    @photodb 4 місяці тому

    Talking about AI and actually being an AI company (A company with an actual AI product) are very different things.

  • @buyerclub2
    @buyerclub2 4 місяці тому

    Wow, I usually dont disagree with you. I think that the SEC guy is not blaming Gill. He is disappointed that a simple "tweet" can get so many people to buy stock in a company, that I know you agree is way,way, overpriced now. He is not out of touch, he just thinks a stock market should not be a gambling hall. (and I know you dont either)

  • @knpstrr
    @knpstrr 4 місяці тому

    Dude is on CNBC complaining about "stock tips" as they have traders every day say what they are buying/selling...just no one cares what they think

  • @digitalsource1
    @digitalsource1 4 місяці тому

    How can you say Salesforce is a big AI company? Really? All these companies introducing AI features into their apps doesn't make them an AI company.

  • @carsonc1272
    @carsonc1272 4 місяці тому

    Well said... The big guys constantly manipulate the market. Let's focus on them first.

  • @nowonderfreebeats2587
    @nowonderfreebeats2587 4 місяці тому

    Joseph I can never take you serious again... A year ago you were certain that Google was in serious trouble. Now you say that there's no chance of market share being taken. Can't trust anything you say, because you can flip on it the next day 😂

  • @EamonnMurphy-cc1dt
    @EamonnMurphy-cc1dt 4 місяці тому

    Can we say that man will do leisure and hobbies in the future. AI will do everything else. So, an AI company will sell leisure and hobbies as a service. Also, I see the real world application for AI in vehicles and Bots. So, who takes most, Ai or real world AI in transport and Bots?

  • @anxheloripa449
    @anxheloripa449 4 місяці тому

    Is he wrong to say that people are dumb for gambling on tweets? 😂😂 it is dumb af. And not sure how its not manipulation haha. Pls someone explain? Didnt he buy before advertising and then sold when people rushed in?and the buffet thing isnt a good analogy. He is forced to publish his trades. If he wasnt he wouldnt haha. Also, he does dump the stock after a month 😂😂.

  • @mermadone6465
    @mermadone6465 4 місяці тому

    I've lost 40k listening to Chamath. 20k on Clov and another 20k on OPEN. Don't ever listen to that guy again.

  • @nowonderfreebeats2587
    @nowonderfreebeats2587 4 місяці тому

    Of course this will replace all teachers ridiculous to think that it won't. Why would I want to go to a human teacher who has biases and doesn't know all the answers when I can have an AI teach me everything and never run out of patience. Bad take Joseph

  • @TechPeeves
    @TechPeeves 4 місяці тому

    Joseph, no earnings week thoughts for HD or WMT?
    I was looking forward to hear your thoughts on these two retail giants especially since you own HD in your other portfolio.

  • @lawrencethomass816
    @lawrencethomass816 4 місяці тому

    The establishment is the problem . The system is rigged against the individual and they don’t like anyone rocking their boat. This guy comes off like an ass! What about analysts and short reports ?

  • @funkspinna
    @funkspinna 4 місяці тому

    Bravo, Netflix. LOL at the entitled crybabies not wanting to pay for a subscription.

  • @scottjackson6817
    @scottjackson6817 4 місяці тому

    Seems to me they’re playing in your sandbox and you’re not liking the way they’re playing? it’s illegal? Hmmm

  • @abram2535
    @abram2535 4 місяці тому

    They never were gone. The guy who are follow trades bough when that BS news happened for Google and made money. Big companies always buy when something goes bad.

  • @dinisfred
    @dinisfred 4 місяці тому +1

    Great video!! Good job !

  • @prashant_8233
    @prashant_8233 4 місяці тому

    Tracking Revux development - impressed with the progress!

  • @morketh
    @morketh 4 місяці тому

    Fyi on ur comment that google is doing a broader push in multiple things in ai, open ai is doing all of that as well. They have the same things google has, sora for the video, they have the music creation and image creation and all of it. Both are working on the exact same projects with slightly different outcomes

  • @mattcassle4880
    @mattcassle4880 4 місяці тому

    Experienced small portion sizes myself last couple times, haven't been back since.

  • @The_WolfPack_Alpha
    @The_WolfPack_Alpha 4 місяці тому

    Sorry but no. Gemini is trash. my experience has been terrible, when compared to GPT, Llama also not great at all

  • @hotfeva9843
    @hotfeva9843 4 місяці тому

    I hope the chipotle boycott works😂 I have puts and I'm waiting for the split

  • @Altseasun
    @Altseasun 4 місяці тому

    Joseph, can you make vedios of small caps with great fundamentals and have high potential returns

  • @shivupatil3641
    @shivupatil3641 4 місяці тому

    Increased my holdings in Revux. Feeling confident about this one!

  • @GreenHoodier
    @GreenHoodier 4 місяці тому

    SEC should take a look at Lancy pelosi trades ! 100% insider trading

  • @Wooster77
    @Wooster77 4 місяці тому

    There’s also google’s nimbus, the AI auto targeting genocide app being used in Gaza.

  • @shishkilover
    @shishkilover 4 місяці тому

    Joseph calling Moist critical, highly critical was pretty. Funny

  • @jeanlucbergman479
    @jeanlucbergman479 4 місяці тому +1

    37:42
    Highly critical video LMFAO

  • @markarnoldsfinance2765
    @markarnoldsfinance2765 4 місяці тому

    Lets not look at congress and how they invest, but roaring kitty man is bad…. 🙄

  • @manp1039
    @manp1039 4 місяці тому

    chipolte could resolve this portion issue if they measured the the weight of each portion so people know exactly or at least resaonably how much quantity they should expect.. fi they don't then there is more reason for people to go to grocery stores where the portion sizese are measured

  • @rawmean8989
    @rawmean8989 4 місяці тому +2

    SEC is too busy ruining XRP investors!

  • @andredenegri8633
    @andredenegri8633 4 місяці тому

    Really great takes here Joseph, all around I really liked and appreciated your perspective - keep up the great work!

  • @elderdragon5657
    @elderdragon5657 4 місяці тому

    guess what? Costco is the new meme stock because Joseph Carlson smiled at it.🙂💠🙌

  • @danid.496
    @danid.496 4 місяці тому

    Openai is more appealing in my opinion. It doesn't have such a wide range of uses but it is more mature

  • @michaelferriss4594
    @michaelferriss4594 4 місяці тому

    Seems to me that the SEC guy has a personal issue. He should do the job and leave his personal feelings at home.

  • @RehanKhan-tq2qh
    @RehanKhan-tq2qh 4 місяці тому

    Seeing Revux as a long-term hold with great fundamentals!

  • @SgRBOY-bb8ps
    @SgRBOY-bb8ps 4 місяці тому

    Revux technology is ahead of its time. This will be huge!

  • @henry6288
    @henry6288 4 місяці тому

    I did not expect to see Charles White feature on a Joseph Carlson video LOL 💀

  • @thecapone45
    @thecapone45 4 місяці тому

    Great video Joseph! Been following you for years.

  • @liberty-matrix
    @liberty-matrix 4 місяці тому +1

    "Whether or not Google executives see it this way, the employees who constantly adjust the search giant's algorithms are manipulating people every minute of every day." ~Elon Musk

    • @jacqdanieles
      @jacqdanieles 4 місяці тому

      Ironic coming from Master Manipulator Musk 😂

  • @jorlowsky469
    @jorlowsky469 4 місяці тому

    I’ll still eat chipotle. So much better than Most fast food restaurants