Requiem for Raghavan
We recorded 5 claims from this post. 5 can’t be checked. 5 more are held. Read the post at its source.
Claims from this post (5)
In the order they appear in the post. Each quotation is the speaker’s words in this post. A label such as “Supported” or “Can’t be checked” is the claim’s current assessment; its page has the evidence and the reasons.
Assessment: Can’t be checkedSaid
Observation
“It’s more than likely that Google sees AI as fundamental to its future growth and relevance.”
Our reading: Google very likely views AI as fundamental to its future growth and relevance.
No horizon
Assessment: Can’t be checkedSaid
Forecast
“The medium-to-long-term prognosis is likely even worse.”
Our reading: Google's medium-to-long-term business prognosis is likely worse than its near-term outlook.
No horizon
Assessment: Can’t be checkedSaid
Forecast
“I am hypothesizing here, but I think that Google is desperate, and that its earnings on October 30th are likely to make the street a little worried.”
Our reading: Google's October 30, 2024 earnings will likely make Wall Street a little worried.
No horizon
Qualifier: author says he is hypothesizing
Assessment: Can’t be checkedSaid
Forecast
“As part of the Raghavan reorganization, Google is also moving the Gemini App team (the one handling Google's competitor to ChatGPT) under AI research group DeepMind, a move that might be kind of smart in the "hand the AI stuff to the AI people" kind of way, but also suggests that there is a degree of disarray at the company that isn't going to get better in a hurry.”
Our reading: Moving the Gemini App team under DeepMind might be kind of smart, but it also suggests there is a degree of disarray at Google that is not going to get better in a hurry.
No horizon
Qualifier: suggests
Assessment: Can’t be checkedSaid
Rhetoric
“There is a compelling case to be made that we are watching the slow, painful collapse of Google — a company best known for a transformational and beloved product it chose to ruin, helmed by a management consultant that has, for the most part, overseen the decay of its brand.”
Our reading: There is a compelling case that Google is in a slow, painful collapse.
No horizon
Held from this post (5)
These records did not pass every check, so nothing about them is published. Held is not a finding.
- The record does not meet the current rules. Our reading, not assessed: Google, like the rest of tech's hyperscalers, has not had a meaningful new product in over a decade, and its most meaningful acquisition in years was paying $2.7 billion for an AI startup that barely made any money, specifically to hire back a person who had quit because Google would not release an early version of large language models in 2021.
- The two reviews read the claim differently
- The two reviews read the claim differently
- The two reviews reached different assessments. Our reading, not assessed: Google's AI-powered search summaries told users to eat rocks and put glue on pizza, which caused people to remember how bad Google Search already was and to laugh at how the only way Google seemed able to innovate was to make it worse.
- The two reviews read the claim differently