Logan Kilpatrick(@OfficialLoganK)
@SemiAnalysis_ Nothing but love for SemiAnalysis, but this is such a superficial take. Gemini team ...
6.5内容质量
TL;DR · AI 摘要
Gemini团队进展显著，但SemiAnalysis分析深度不足，GCP收入增长超100%。
核心要点
- GCP年度收入增长超过100%，主要受益于DeepMind的长期投入。
- Gemini团队正在开发下一代AI模型，但具体技术细节未公开。
- SemiAnalysis的分析被指缺乏对Gemini技术深度的探讨。
结构提纲
按章节快速跳转。
- §引言
指出SemiAnalysis对Gemini的分析不够深入。
GCP年度收入增长超过100%，归因于DeepMind的长期投入。
Gemini团队正在开发下一代AI模型，但技术细节未公开。
DeepMind的长期失败为GCP带来短期收益。
思维导图
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查看大纲文本（无障碍 / 无 JS 友好）
- Gemini与GCP发展
- GCP增长
- YoY收入增长>100%
- 受益于DeepMind长期投入
- Gemini进展
- 团队正在开发下一代模型
- 技术细节未公开
- SemiAnalysis评价
- 分析被指缺乏深度
金句 / Highlights
值得收藏与分享的关键句。
GCP YoY rev growth >100%，DeepMind's long term failure is Google Cloud's short term gain
Gemini team is cooking, so many incredibly smart and wonderful people doing their life’s work
Nothing but love for SemiAnalysis, but this is such a superficial take
#Gemini#GCP#DeepMind#AI模型
打开原文Logan Kilpatrick on X: "@SemiAnalysis_ Nothing but love for SemiAnalysis, but this is such a superficial take. Gemini team is cooking, so many incredibly smart and wonderful people doing their life’s work to make incredible AI models and products for the world. I could not be more bullish!" / X
SemiAnalysis
@SemiAnalysis_
Aug 7
Gemini is Cooked but GCP is Cooking GCP YoY rev growth >100%, DeepMind's long term failure is Google Cloud's short term gain
Gemini is Cooked but GCP is Cooking
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