AI Summit NYC Recap: GOOGL/Gemini 2.0, OpenAI, AI Capex read-throughs, etc.
Last week, we attended the AI Summit NYC, where GOOGL and OpenAI were among the presenters. In the note, we review our top takeaways from dozens of executive conversations, panels and presentations, specifically:1. GOOGL: Gemini capabilities are awesome, developers have barely noticed yet
2. OpenAI: 12 Days of OpenAI finishes this week
3. Infra takeaways from CSCO, HPE, Groq: implications for AI capex
4. AI in Ads: IPG boosting clients’ “brand voice” in Gen AI Search
5. ETSY: Multiple AI levers driving better UX, more accurate shipping times
6. Enterprise use cases much more specifically defined than last year
7. ROI frameworks go beyond financial impacts
8. Buzz phrase of the Summit: ”Human in the loop”
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