Google’s ‘world-model’ bet: building the AI operating layer before Microsoft captures the UI
1 min read
Summary
Google made clear at its I/O conference that it’s doubling down on artificial intelligence with its “Gemini” approach and a new focus on a “world model” that can simulate real-world dynamics.
CEO Sundar Pichai said it now processes 480 trillion tokens a month, 50 times more than last year, and twice as many as Microsoft.
The company wants to create an OS for the AI age that could become an indispensable layer and interaction paradigm for how users and businesses interact with technology.
Yet it also faces challenges from Microsoft’s Office AI push and an OpenAI that’s expanded into search and hardware.
Furthermore, Google’s grand design and universal assistant concepts may seem like strategic overreach or the shaping of the future depending on how one perceives it.
Either way, Google is playing a high-stakes game, and the next few years will be pivotal for its success or failure.