Google Revamps Smart Home Lineup

Watch Google Revamps Smart Home Lineup - Bloomberg on Dailymotion

Transcript

00:00So there's doorbells, cameras, there's speakers. What caught your eye?

00:04Right, so there's two cameras and a doorbell and a smart speaker, which actually isn't coming out until spring of next year,

00:10which is going to give Amazon quite the head start with its own smart home lineup, which, as you noted, was unveiled yesterday.

00:16So we have a little bit of competition here on our hands team. Amazon, then Google.

00:21They both seem to be making a claim, Dana, to the home, the AI in the home.

00:26What's kind of your reflection on the last two days of announcements?

00:30So both companies have the challenge of making exciting devices that really are designed to blend into the home.

00:36I don't think people tend to get as excited about a smart video camera or smart doorbell as they would, let's say, a new iPhone.

00:45And so both companies have overhauled their lineups, and both are really staking the future,

00:51or at least the near-term future of their ranges, on artificial intelligence and weaving in AI in a way that is useful for consumers.

00:57Google, for instance, is saying that you can ask, there's a new feature called Ask Home,

01:02where you can literally ask your products, let's say, what happened with the vase?

01:06And it will sort of dial back the footage and tell you why an item is misplaced or broken, let's say, in a really extreme example.

01:14It is about an ecosystem, though, and keeping old users engaged.

01:18That seems to be why they're saying their speaker's delayed, right?

01:21Because it is quite a delay until spring 2026.

01:24That is the way Google has positioned it.

01:26They are saying that they are prioritizing current users of the ecosystem, many of whom have devices that go back,

01:33if not a decade, close to a decade.

01:35So trying to roll out those AI features to as wide of a population of devices as possible.

01:39And then they say eventually unveiling this new and shiny smart speaker that's coming.

01:45So trying to make sure that they're going to be able to get the same thing.