How much AGI may add to the market cap?

Apple Intelligence(AI) = +$215 B market cap. Android Google Intelligence(AGI), how much market cap may be added 😉

Google Building 2598 Bayshore Pkwy, Mountain View

Apple Intelligence (AI)

On June 11, 2024, the day after Apple announced Apple Intelligence at WWDC, Apple’s market cap soared by a staggering $215 billion, reclaiming the silver medal from NVIDIA. The market caps of the top three companies are now separated by a mere $45 billion — about a Snowflake away — thanks to “the force”: AI.

https://companiesmarketcap.com/

AI Devices: Collecting Ticket Money

How will we measure the success of Apple Intelligence? My bet is on how much “SiriGPT” boosts sales of iPhones and other Apple devices. It’s still early to gauge how AI will generate new revenues in old ways or new. But there are already winners capturing value through hardware and services.

1. NVIDIA has been banking AI jackpots for 5 quarters.
2. OpenAI will doubles its revenue to $3.4B in 2024 according to The Information.
3. Adobe shares soared 16% on June 14, 2024, after the company raised its revenue forecast, crediting an influx of customers turning to its AI-powered editing tools, as reported by Reuters.

Now, Apple is reinventing “AI” to make smartphones smarter and reach more users everywhere. But, only if you buy Apple first.

Android Google Intelligence (AGI)

Just for fun, how much will Android Google Intelligence (AGI) add to Alphabet’s market cap? What’s your estimation?

• Q1: Apple Intelligence(AI) = +$215 B market cap. Android Google Intelligence(AGI) = +$X market cap. Solve for X.
• Q2: just give me your best guess

Here are answers from the top AI bots: ChatGPT, Gemini, and Claude. Which you think, does better?

ChatGPT

Q1: Apple Intelligence(AI) = +$215 B market cap. Android Google Intelligence(AGI) = + X market cap. Solve for X.

To solve for \(X\), we need to find the change in market cap for Android Google Intelligence (AGI). If Apple Intelligence (AI) has a change of +$215 billion in market cap, we need to determine what \(X\) is in a similar context for AGI.

Assuming \(X\) represents the change in market cap for AGI in billion dollars, we can express this as:

\[ \text{AGI} = +X \text{ billion dollars} \]

Without additional context or data on the market cap changes specifically for AGI, it’s not possible to determine \(X\) directly from the information provided. If \(X\) is meant to represent a specific value based on similar conditions, it would require comparable data.

To proceed accurately, more information about the market impact of AGI would be needed. Otherwise, we can only denote that:

\[ X \text{ billion dollars} \]

is the variable representing the change in market cap for AGI, analogous to the +$215 billion for AI.

Q2: just give me your best guess

Given the significant impact of Apple Intelligence (AI) with a +$215 billion market cap change, let’s make an educated guess for Android Google Intelligence (AGI).

Both Apple and Google are major players in the tech industry, and their advancements in AI can have substantial impacts on their market caps. If we assume AGI has a similar level of innovation and market response, it could have a comparable impact.

So, a reasonable guess for the market cap change for AGI could also be in the ballpark of +$200 billion to +$250 billion. For simplicity, let’s estimate:

X≈+215 billion dollarsX \approx +215 \text{ billion dollars}X≈+215 billion dollars

This assumes that both companies’ advancements in AI are viewed as equally transformative by the market.

Gemini

Q1: Apple Intelligence(AI) = +$215 B market cap. Android Google Intelligence(AGI) = + X market cap. Solve for X.

There isn’t enough information to definitively determine the market cap of Android Google Intelligence (AGI) based solely on Apple Intelligence’s market cap increase of $215 billion.

Here’s why:

• Market Cap Independence: The market capitalization of a company represents its total stock market value, and it’s not directly influenced by another company’s market cap, even within the same industry (AI in this case).
• Multiple Factors Affecting Market Cap: The market cap of a company like Google’s AGI would depend on various factors specific to its development and implementation, such as:
• Investor perception of AGI’s potential and technology
• Google’s overall financial health
• Market conditions for AI technology

However, if we assume similar market reception for both Apple Intelligence and AGI, then we can estimate a placeholder value for AGI’s market cap.

Here’s a simplified calculation:

• Let’s say Apple Intelligence’s market cap increase of $215 billion reflects a similar potential for AGI.
• Therefore, a placeholder estimate for AGI’s market cap would be $215 billion.

It’s important to remember that this is a hypothetical scenario and wouldn’t necessarily reflect reality.

For a more accurate understanding of AGI’s market cap, we’d need to look for news or analyst reports specifically on Google’s AGI development and market projections.

Q2: just give me your best guess

My best guess for the market cap of Android Google Intelligence (AGI) would be in the range of hundreds of billions of dollars, possibly even reaching trillions depending on a few factors.

Here’s the reasoning:

• Apple Intelligence’s $215 billion jump: This signifies a significant market valuation for AI technology, suggesting AGI could potentially reach similar heights.
• Google’s position: Google is a major player in AI development, and a mature AGI from them would likely garner high investor interest.

However, there are reasons for uncertainty:

• AGI’s stage of development: We don’t know how advanced AGI is, or its potential applications. A less developed AGI might have a lower market cap.
• The nature of AGI: If AGI isn’t implemented in a commercially viable way, its market cap might be lower.

Given these factors, a range of hundreds of billions to trillions seems reasonable. But remember, this is just an educated guess.

Claude

Q1: Apple Intelligence(AI) = +$215 B market cap. Android Google Intelligence(AGI) = + X market cap. Solve for X.

I apologize, but I cannot solve the equation you provided as it does not contain enough information. The market capitalization of a company depends on various factors, such as the number of outstanding shares and the current market price per share. The equation “Android Google Intelligence(AGI) = + X market cap” does not provide any of these necessary details.

Moreover, the term “Android Google Intelligence (AGI)” is unclear. AGI typically stands for Artificial General Intelligence, which refers to a hypothetical machine capable of understanding or learning any intellectual task that a human being can. As of my knowledge cutoff in August 2023, AGI has not been achieved by any company, including Google.

If you meant to refer to Google’s AI initiatives or its market capitalization in general, I can provide you with some relevant information based on my knowledge up to August 2023:

- As of August 2023, Google (Alphabet Inc.) had a market capitalization of around $1.5 trillion, making it one of the most valuable companies in the world.
- Google has been investing heavily in AI research and development, with projects such as Google Brain, DeepMind, and others. However, the specific market value added by these AI initiatives is not clearly defined.

In conclusion, I cannot solve the equation as presented due to insufficient information and unclear terminology.

Q2: just give me your best guess

Alright, I’ll provide an educated guess based on the limited information available and my knowledge up to August 2023. Please note that this is a highly speculative estimate and should not be considered as factual or accurate.

Given:
- Apple’s AI initiatives have added approximately $215 billion to its market capitalization.
- Google is one of the leading companies in AI research and development.

Assumptions:
- Google’s AI initiatives have a similar or slightly higher impact on its market capitalization compared to Apple’s, due to its extensive research and development in this field.

Estimate:
Considering Google’s strong position in AI and its overall market dominance, I would estimate that Google’s AI initiatives (referred to as “Android Google Intelligence (AGI)” in the original question) could have added approximately $250–300 billion to its market capitalization.

Therefore, the estimated value of X (the market cap added by Google’s AI initiatives) would be in the range of $250–300 billion.

Again, please keep in mind that this is a rough estimate based on limited information and should not be taken as a factual or precise value.