What big tech earnings say (and don't) about real AI adoption
We discuss the financial results of big tech companies and the role of AI in their success and highlight Google's use of AI to improve advertising campaigns for small businesses and the potential impact on its future business. The conversation shifts to the challenges faced by rival search engines in competing with Google's AI-powered advertising business. We also analyze AMD's strong performance and the significance of its AI accelerator and no convo is complete without remarking on Intel's struggles in the AI market, including manufacturing issues and competition from Qualcomm. We conclude with a discussion on the adoption and risks of AI in business processes and the need for trust and scrutiny in AI models.