- Google's foundational AI paper 'Attention Is All You Need' introduced the transformer architecture that underpins modern AI models like ChatGPT.
- Despite nearly being disrupted by its own technology, Google continues to openly share AI research and models, such as Gemma, rather than locking them down.
- Google's strategy is not to win the 'smartest model' race but to integrate AI as ubiquitous infrastructure, like electricity, across its products and platforms.
- By embedding AI (e.g., Gemini Nano) on-device in Android, Google shifts compute costs to users' devices, reducing its own operational expenses.
- Google dominates key digital access points: Search, Android, Chrome, and Workspace, ensuring AI touches users through existing Google-controlled channels.
- Google is investing in physical infrastructure, like power companies and grid projects, to support its data centers and long-term AI energy needs.
- A potential risk to Google's strategy is the rising cost of memory due to AI demand, which could increase phone prices and affect its on-device AI plans.
- The goal is for AI to become invisible—users won't recall specific models, as AI seamlessly integrates into daily tools and environments.