Julie F Bacchini

Google I/O and Marketing Live didn't succeed. How do I know they didn't? The stock price. It may rally, etc. What it didn't do was give Google the usual bump it was looking for, as it did in past years. And the success of Google's events is only dictated by the stock, because the entire event is about the stock price. So what happened? TLDR? Google didn't show enough true innovation and didn't realize the narrative it had run with for the past few years was already saturated. That is THE takeaway here. The narrative Google went with, which we all kinda go with because of it, became saturated. It doesn't work the same way anymore. I watched I/O with my family. They were not happy about it; they had expected baseball bloopers. Regardless, at one point, my wife (who couldn't care less about baseball bloopers as well) asked about one of the AI image technologies showcased... "Don't they already have that?" Saturated. On top of that, Google doubled down on speed as a way to speak to the elephant in the room... You know the one saying "Waiiiiit.... isn't this stuff all gonna cost a lot more in the future as all y'all are artificially keeping the pricing low?" Google probably felt that was a smart move, considering investors want an answer, and that narrative would go after Anthropic by telling the audience, we're much faster, and Claude can be annoyingly slow (personal opinion). That was a big bet that didn't seem to pay off. It wasn't enough. And with the ad announcements for AI Mode not being "spectacular" either, the caution about cash flow and revenue growth wasn't answered either. In other words, it was a whole lot of the same kind of talk. That whole narrative, start to finish, got saturated and overused. The real question to me after I/O is: Who is going to realize this point & shift that narrative? Big opportunity for Anthropic or whoever. It's like in sports when a team wins using a new strategy, and everyone follows suit. Then a few years down the line, that tactic kind of gets old, and some other team comes up with a new approach and wins, and then everyone follows that for a while. We're at the moment where the next strategy from the next team enters the equation. Of course, the stock will shoot up the second I post this, because the universe feels that way about me.

ANTHROPIC EXPECTS A 130% REVENUE SURGE TO $10.9 BILLION IN THE JUNE QUARTER AND ITS FIRST OPERATING PROFIT- WSJ

“It’s weird seeing people just chilling without their phones” High school in 2000s:

Jeff Bezos: "If I do my job right, the value to society and civilization from my for-profit companies will be much, much larger than the good that I do with my charitable giving."

Does Anyone ACTUALLY Use Google To Search Like This? ORRRRRRRR Are You Just Typing In "Coffee Machine"? Serious Question. Im Doing A Poll Here.