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Google shows off AI features Apple failed to deliver

AI features are front and center for Google’s new phones.

Rani Molla

At its annual hardware event, Google debuted a slate of new gadgets including its Pixel 10 smartphones. While they included features like foldable screens, faster chips, and incrementally better cameras, the main selling point was the deeper integration of its AI assistant Gemini.

From early reviews, it seems that Google’s AI is succeeding where Apple and its Siri failed: using contextual information from your phone and apps to actually be useful. That comes in the form of “Magic Cue,” a feature meant to proactively fetch information and display it when you need it.

The Wall Street Journal’s Nicole Nguyen:

[Pixel 10] dressed me in an AI-generated blazer right in the camera app. A convincing clone of my voice fluently discussed lunch in German, which I don’t speak. When I called United customer service, flight reservation information automatically appeared on screen.

The Verge’s Allison Johnson:

If a friend texts to ask for the address of the Airbnb you’re sharing, in theory, Magic Cue will grab the address from your email and suggest it above the keyboard without any input from you. You’ll be able to tap and check the email for yourself, or paste it straight into the conversation. If it recognizes that you’re calling the number of a business listed on an email, like an airline you’ve already booked a flight with, it can surface relevant details in the phone app, like your confirmation number. It looks like a kind of turbo-charged autofill for everything.

Bloomberg’s Chris Welch:

If you call a hotel where you’ve already made reservations, for example, the Pixel 10’s phone app will helpfully display those details without making you go hunting for them. If a friend texts you asking for a reminder of where you’ve booked dinner, the Messages app will pull info from Gmail, Google Calendar and other apps to suggest automatic replies with the right details. If someone requests photos from a recent trip, Magic Cue will automatically surface the right images in Google Photos.

In a recent ad for its upcoming Pixel 10, Google razzed Apple, which has a much bigger hold over the US smartphone market, over its Siri failure. “If you buy a new phone because of a feature that’s coming soon, but it’s been coming soon for a full year, you could change your definition of soon,” the voice-over says. “Or you could just change your phone.” Apple’s revamped AI Siri isn’t expected to be out until spring of 2026, and behind the scenes, engineers are struggling.

Of course, how these AI tools work in demos and limited trials for reporters will likely vary from the wide-ranging use cases the devices will encounter in the hands of the public come August 28.

Both Google’s and Apple’s stocks are down today as part of a larger tech-led sell-off.

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Tesla just recalled its beleaguered Cybertruck for the 10th time since the vehicle was introduced two years ago. This time the company recalled about 6,000 of the “apocalypse-proof” vehicles due to what the National Highway Traffic Safety Administration says is an improperly installed “optional off-road light bar accessory” that could become disconnected from the windshield while driving, and could “create a road hazard for following motorists and increase their risk of a collision.”

CEO Elon Musk once said he could sell up to 500,000 of the stainless steel behemoths a year. In the first three quarters of this year, the company has sold only about 16,000.

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Analysts lower Meta price targets after social media giant says AI capex will keep climbing

Meta may have posted record revenue Wednesday but the stock is deeply in the red in the wake of its third-quarter earnings report, after the social media company said that its capital expenditure on AI would continue to rise.

The earnings prompted a number of analysts to lower their price targets or downgrade the stock.

RBC Capital lowered its price target to $810 from $840. Bank of America Securities lowered its price target to $810 from $900. Barclays, JPMorgan, Deutsche Bank, and Wells Fargo also lowered their price targets on the company.

Earlier today, Benchmark downgraded its rating to a “hold” from a “buy.” Oppenheimer downgraded the company to “perform” from “outperform,” saying the “significant investment in Superintelligence despite unknown revenue opportunity mirrors 2021/2022 Metaverse spending.” Ouch.

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