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Inside Google's plan to have Hollywood make AI look less doomsday
Techxplore· 2025-05-28 18:40
谷歌AI形象重塑计划 - 谷歌通过"AI on Screen"项目资助短片制作 旨在改变AI在流行文化中的负面形象 与Range Media Partners合作制作非末日主题的AI故事[2][3] - 已立项两部短片:《Sweetwater》由迈克尔·基顿父子合作 讲述全息逝去母亲的故事 《Lucid》探讨共享梦境设备[4] - 项目负责人表示希望探索人性与技术交叉的叙事 而非推销谷歌产品 影片完全由人工制作[8] 行业现状与公众认知 - 2024年调查显示56%美国人认为AI利弊相当 31%认为弊大于利 反映公众对AI的矛盾心理[5] - 好莱坞对AI存在强烈抵触 2023年编剧演员罢工核心诉求包括防止AI复制形象和剽窃创意[11] - 科技公司积极与影视机构合作:Meta联合Blumhouse 谷歌新近签约导演达伦·阿罗诺夫斯基的Primordial Soup公司[13][14] 技术应用与成本考量 - AI视频生成器Veo将提供给合作导演 支持者认为可降低50%制片成本 詹姆斯·卡梅隆公开支持技术降本方案[14][15] - 行业尝试多元化科普方式 Anthropic赞助旧金山探索馆"AI冒险"展览 提供与Claude等AI模型的互动体验[16] 市场竞争格局 - AI领域竞争白热化 参与者包括OpenAI Anthropic 苹果 Meta等 形象塑造成为差异化竞争手段[7] - 负面舆论可能影响法律诉讼结果 促使科技公司加速改善AI公众形象[12] 影视内容趋势 - 恐怖片仍是AI负面叙事主力 Blumhouse《M3GAN》系列持续热映 续集预计成为票房爆款[18] - 短片计划可能扩展为长片 谷歌未透露投资总额但表明将持续支持更多电影项目[9]
Alphabet's Veo 3: AI Video Crown Achieved
Seeking Alpha· 2025-05-28 16:56
I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...
Alphabet Just Slashed Its Stake in This Monster Artificial Intelligence (AI) Cybersecurity Stock. Should You Follow?
The Motley Fool· 2025-05-28 09:00
Alphabet just sold 83% of its position in a leading cybersecurity stock.Each quarter, investment firms that manage over $100 million are required to file a form 13F with the Securities and Exchange Commission. Essentially, a 13F breaks down which stocks institutional money managers bought and sold during the last quarter -- thus providing some clues as to what the "smart money" on Wall Street is thinking.Outside of traditional investment funds, though, large corporations with investments in other companies ...
Alphabet: There Is Upside To Be Captured
Seeking Alpha· 2025-05-28 05:43
投资组合管理 - 采用主动管理投资组合策略 根据股票价格相对于内在价值的评估以及市场交易模式(技术指标)进行定期交易 [1] 专业背景 - 拥有应用化学 会计和MBA学位 并完成纽约大学斯特恩商学院高级估值证书课程且获得优异成绩 [2] - 在玻璃 建筑材料 消费品和铁路运输等多个行业担任过高级管理职位 [2] - 现为澳大利亚墨尔本的全职投资者 [2] 持仓披露 - 通过股票所有权 期权或其他衍生品对GOOG持有看涨头寸 [3]
Alphabet: Overhype In AI Headwinds As Non-Search Revenue Share Increases Rapidly
Seeking Alpha· 2025-05-28 04:34
I have worked in the technology sector for over 4 years. This included working with industry stalwarts like IBM. I have done my MBA in finance and have been covering various blue chip stocks for the past 6 years. Having hands-on knowledge in the technology sector has helped me gain valuable insights into the ups and downs of this sector and predict winners and losers more accurately.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plan ...
Investing In Google With Insights From I/O
Seeking Alpha· 2025-05-28 01:25
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in GOOGL over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seekin ...
Alphabet: Continue To Milk Search While Taking Over AI
Seeking Alpha· 2025-05-27 21:33
I believe the Alphabet (NASDAQ: GOOG ) stock is massively mispriced, as there is far too much pessimism regarding search and too little optimism regarding AI. The company is increasingly taking the lead in AI, as was shown again just daysMy focus is on a total return style with long and short positions (10-30% short positions). My main expertise is the current technological and geopolitical shift with the amazing investment opportunities they offer. Therefore, I always try to find stocks or whole sectors wi ...
Alphabet: AI Agents Are Key To Search Growth
Seeking Alpha· 2025-05-27 20:42
Alphabet (NASDAQ: GOOGL ) shares are down roughly 5% in the last year and nearly 11% year-to-date. At one time earlier this year, shares of Alphabet were briefly above $200, more properly reflecting what, IThis account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th ...
Alphabet: This Could Be Your Last Chance To Buy
Seeking Alpha· 2025-05-26 00:00
投资组合策略 - 乌克兰资深投资者在系统性地缘政治冲击环境下构建全天候投资组合 该组合在波动市场中表现优异 [1] - 投资者专注于发掘事件驱动型地缘政治投资机会 旨在经济政治不确定时期创造强劲回报 [1] 持仓披露 - 分析师持有GOOG股票多头仓位 包括股票所有权、期权或其他衍生品 [2] 投资风险提示 - 所有投资策略及建议仅作信息参考 不构成投资建议 [3] - 证券投资存在本金损失风险 高风险投资可能使用杠杆放大收益与亏损 [3] - 海外投资具有特殊风险 包括更高波动性及政治经济汇率风险 [3] 平台免责声明 - 平台分析师包含专业投资者和个体投资者 未受任何机构或监管机构认证 [4]
Alphabet Stock Lags—But Waymo May Be Its Hidden Driver
MarketBeat· 2025-05-25 19:00
Today’s market is highly reactive to headlines, and understandably so. With major developments emerging almost weekly, it’s no surprise investors stay glued to their newswires as the S&P 500 swings in all directions. However useful this may be, the awareness part, there is also a caveat to connecting unrelated themes to one another. This is the case for a major stock in the technology sector, which might be a massive opportunity. Alphabet TodayGOOGLAlphabet$168.47 -2.40 (-1.40%) 52-Week Range$140.53▼$207.0 ...