Google’s AI Narrative is Starting to Flip

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After a rough start, the tech industry is looking at Google’s technical capabilities, resources and silicon, and reassessing its position in the AI race.

Google HQ
(AI-generated image by Midjourney/Big Technology)

Hours after Google wrapped its major cloud keynote on Tuesday, I sat down for dinner with three public tech company CEOs and a handful of journalists on New York’s West Side. It was the type of gathering happening more frequently in the post-COVID era, where top executives and media meet to discuss the latest AI breakthroughs. And unlike most such gatherings, it was on the record. 

Within the first 20 minutes, the future of Google came up, and the feeling in the room was surprisingly positive. Box CEO Aaron Levie, Datadog CEO Olivier Pomel, and MongoDB CEO Dev Ittycheria took turns explaining why the company is in better position than the public perceives.


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