WEEKLY ROUNDUP Hello, Reader. If you’re a Philadelphia Eagles fan, you’re probably in high spirits this morning after the team’s Super Bowl LIX win last night. If you’re a Kansas City Chiefs fan… maybe not so much. Regardless of who you rooted for, one thing all of us who watched the big game can agree on is that many of big tech’s commercials zeroed in on AI: - Meta Platforms Inc.’s (META) ad featured celebrities Chris Hemsworth, Chris Pratt, and Kris Jenner wearing the company’s Ray-Ban Meta smart glasses. These glasses use Meta AI, an AI assistant that answers questions and offers recommendations. (That’s right, you can talk your frames.)
- OpenAI made its Super Bowl debut with a commercial showing major achievements throughout history, from the invention of the wheel… to the industrial age… all the way up to ChatGPT, the company’s famous AI chatbot.
- And Alphabet Inc. (GOOG) promoted Gemini, the company’s AI-powered assistant, with a pair of commercials. One showcased a man using the AI help him prepare for a job interview; the other depicted a man using Gemini to learn more about football.
These dual Gemini ads come right after Google’s recent push to incorporate its Gemini AI technology across its suite of products. The company released Gemini 2.0, it’s “most capable” AI model suite yet, just last week. These models are a part of the new “agentic era” of AI, as Google calls it. But hold on. You might be wondering what “agentic” AI even means. First, let’s look at generative AI. Think, creation. These systems, as the name implies, generate content, like text, images, and videos. GenAI works through pattern recognition. The machine learning models are trained with large amounts of data, identify patterns within that data, and then use those patterns to create new content. GenAI products include OpenAI’s ChatGPT, Google’s Bard, and Microsoft 365 Copilot. Now, for agentic AI… think, problem solving. Instead of generating original content, these systems make decisions and adapt to changes. Essentially, it’s like the brain behind a smart assistant or AI robot. These models are equipped with tools like sensors or algorithms that allow them to understand their environment, process that information, and take action. The Gemini 2.0 models work by breaking problems down into smaller, manageable steps. This allows them to “think” about prompts before offering a solution. “Over the last year, we have been investing in developing more agentic models, meaning they can understand more about the world around you, think multiple steps ahead, and take action on your behalf, with your supervision,” Google CEO Sundar Pichai wrote in a blog post in December. Agentic AI isn’t the same as artificial general intelligence, or AGI. When we reach that stage, that’s when AI will achieve human-like cognitive abilities. However, agentic AI is an important precursor to the technology. The advent of AGI is something that I’ve been closely keeping an eye on. In fact, I started a 1,000 Days to AGI countdown on September 12, 2024. That was when OpenAI released a series of AI models designed to reason instead of recognize patterns. They work through problems step by step, similar to human reasoning. I’m convinced 1,000 days is the far end of when we’ll achieve AGI. And with each new AI milestone, we’re getting ever closer. Investors who are unprepared will miss the transformative opportunities that AGI will bring. However, those who position themselves correctly could witness the greatest moneymaking opportunity in human history – with the possibility to surpass even the Internet Revolution. I’ve identified several companies that are strategically positioned to capitalize on this coming wave during this current “pre-AGI” market, and I want to share them with you. You can click here to check out my free 1,000 Days to AGI special broadcast, where I discuss the implications of AGI’s imminent arrival… and how you can financially prepare yourself for it. Now, let’s take a look back at what we’ve covered here at Smart Money this past week… |
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