Connect with us

Published

on

Getty Images

A team at Google has proposed using AI technology to create a “bird’s-eye” view of users’ lives using mobile phone data such as photographs and searches.

Dubbed “Project Ellmann,” after biographer and literary critic Richard David Ellmann, the idea would be to use LLMs like Gemini to ingest search results, spot patterns in a user’s photos, create a chatbot, and “answer previously impossible questions,” according to a copy of a presentation viewed by CNBC. Ellmann’s aim, it states, is to be “Your Life Story Teller.”

It’s unclear if the company has plans to produce these capabilities within Google Photos, or any other product. Google Photos has more than one billion users and four trillion photos and videos, according to a company blog post.

Google announces OpenAI competitor Gemini 1.0

Project Ellman is just one of many ways Google is proposing to create or improve its products with AI technology. On Wednesday, Google launched its latest “most capable” and advanced AI model yet, Gemini, which in some cases outperformed OpenAI’s GPT-4. The company is planning to license Gemini to a wide range of customers through Google Cloud for them to use in their own applications. One of Gemini’s standout features is that it’s multimodal, meaning it can process and understand information beyond text, including images, video and audio.

A product manager for Google Photos presented Project Ellman alongside Gemini teams at a recent internal summit, according to documents viewed by CNBC. They wrote that the teams spent the past few months determining that large language models are the ideal tech to make this bird’s-eye approach to one’s life story a reality.

Ellmann could pull in context using biographies, previous moments, and subsequent photos to describe a user’s photos more deeply than “just pixels with labels and metadata,” the presentation states. It proposes to be able to identify a series of moments like university years, Bay Area years, and years as a parent.

“We can’t answer tough questions or tell good stories without a bird’s-eye view of your life,” one description reads alongside a photo of a small boy playing with a dog in the dirt.

“We trawl through your photos, looking at their tags and locations to identify a meaningful moment,” a presentation slide reads. “When we step back and understand your life in its entirety, your overarching story becomes clear.”

The presentation said large language models could infer moments like a user’s child’s birth. “This LLM can use knowledge from higher in the tree to infer that this is Jack’s birth, and that he’s James and Gemma’s first and only child.” 

“One of the reasons that an LLM is so powerful for this bird’s-eye approach, is that it’s able to take unstructured context from all different elevations across this tree, and use it to improve how it understands other regions of the tree,” a slide reads, alongside an illustration of a user’s various life “moments” and “chapters.”

Presenters gave another example of determining one user had recently been to a class reunion. “It’s exactly 10 years since he graduated and is full of faces not seen in 10 years so it’s probably a reunion,” the team inferred in its presentation.

The team also demonstrated “Ellmann Chat,” with the description: “Imagine opening ChatGPT but it already knows everything about your life. What would you ask it?”

It displayed a sample chat in which a user asks “Do I have a pet?” To which it answers that yes, the user has a dog which wore a red raincoat, then offered the dog’s name and the names of the two family members it’s most often seen with.

Another example for the chat was a user asking when their siblings last visited. Another asked it to list similar towns to where they live because they are thinking of moving. Ellmann offered answers to both. 

Ellmann also presented a summary of the user’s eating habits, other slides showed. “You seem to enjoy Italian food. There are several photos of pasta dishes, as well as a photo of a pizza.” It also said that the user seemed to enjoy new food because one of their photos had a menu with a dish it didn’t recognize.

The technology also determined what products the user was considering purchasing, their interests, work, and travel plans based on the user’s screenshots, the presentation stated. It also suggested it would be able to know their favorite websites and apps, giving examples Google Docs, Reddit and Instagram.

A Google spokesperson told CNBC, “Google Photos has always used AI to help people search their photos and videos, and we’re excited about the potential of LLMs to unlock even more helpful experiences. This is a brainstorming concept a team is at the early stages of exploring. As always, we’ll take the time needed to ensure we do it responsibly, protecting users’ privacy as our top priority.”

Big Tech’s race to create AI-driven ‘Memories’

The proposed Project Ellmann could help Google in the arms race among tech giants to create more personalized life memories.

Google Photos and Apple Photos have for years served “memories” and generated albums based on trends in photos.

In November, Google announced that with the help of AI, Google Photos can now group together similar photos and organize screenshots into easy-to-find albums.

Apple announced in June that its latest software update will include the ability for its photo app to recognize people, dogs, and cats in their photos. It already sorts out faces and allows users to search for them by name.

Apple also announced an upcoming Journal App, which will use on-device AI to create personalized suggestions to prompt users to write passages that describe their memories and experiences based on recent photos, locations, music and workouts.

But Apple, Google and other tech giants are still grappling with the complexities of displaying and identifying images appropriately.

For instance, Apple and Google still avoid labeling gorillas after reports in 2015 found the company mislabeling Black people as gorillas. A New York Times investigation this year found Apple and Google’s Android software, which underpins most of the world’s smartphones, turned off the ability to visually search for primates for fear of labeling a person as an animal.

Companies including Google, Facebook and Apple have over time added controls to minimize unwanted memories, but users have reported they sometimes still surface unwanted memories and require the users to toggle through several settings in order to minimize them.

Continue Reading

Technology

CNBC Daily Open: Debt worries continue to weigh on AI-related stocks

Published

on

By

CNBC Daily Open: Debt worries continue to weigh on AI-related stocks

Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 15, 2025.

Brendan McDermid | Reuters

U.S. stocks of late have been shaky as investors turn away from artificial intelligence shares, especially those related to AI infrastructure, such as Oracle, Broadcom and CoreWeave.

The worry is that those companies are running into high levels of debt to finance their multibillion-dollar deals.

Oracle, for instance, said Wednesday it would need to raise capital expenditure by an additional $15 billion for its current fiscal year and increase its lease commitments for data centers. The company is turning to debt to finance all that.

The stock lost 2.7% on Monday, while shares of CoreWeave, its fellow player in the AI data center trade dropped around 8%. Broadcom also retreated over concerns over margin compression, sliding about 5.6%.

That said, the broader market was not affected too adversely as investors continued rotating into sectors such as consumer discretionary and industrials. The S&P 500 slipped 0.16%, the Dow Jones Industrial Average ticked down just 0.09% and the Nasdaq Composite, comprising more tech firms, fell 0.59%.

The broader market performance suggests that the fears are mostly contained within the AI infrastructure space.

“It definitely requires the ROI [return on investment] to be there to keep funding this AI investment,” Matt Witheiler, head of late-stage growth at Wellington Management, told CNBC’s “Money Movers” on Monday. “From what we’ve seen so far that ROI is there.”

Witheiler said the bullish side of the story is that, “every single AI company on the planet is saying if you give me more compute I can make more revenue.”

The ready availability of clients, according to that argument, means those companies that provide the compute — Oracle and CoreWeave — just need to make sure their finances are in order.

— CNBC’s Ari Levy contributed to this report.

What you need to know today

U.S. stocks edged down Monday. All major indexes slid as AI-related stocks continued to weigh down markets. Europe’s regional Stoxx 600 climbed 0.74%. The continent’s defense stocks fell as Ukraine offered to give up on joining NATO.

Tesla testing driverless Robotaxis in Austin, Texas. “Testing is underway with no occupants in the car,” CEO Elon Musk wrote in a post on his social network X over the weekend. Shares of Tesla rose 3.6% on Monday to close at their highest this year.

U.S. collects $200 billion in tariffs. The country’s Customs and Border Protection agency said Monday that the tally comprises only new tariffs, including “reciprocal” and “fentanyl” levies, imposed by U.S. President Trump in his second term.

Ukraine-Russia peace deal is nearly complete. That’s according to U.S. officials, who held talks with Ukraine President Volodymyr Zelenskyy beginning Sunday. Ukraine has offered to give up its NATO bid, while Russia is open to Ukraine joining the EU, officials said.

[PRO] Wall Street’s favorite stocks for 2026. These S&P 500 stocks have a consensus buy rating and an upside to average price target of at least 35%, based on CNBC Pro’s screening of data from LSEG.

And finally…

Customers walk in the parking lot outside a Costco store on December 02, 2025 in Chicago, Illinois.

Scott Olson | Getty Images

Continue Reading

Technology

Merriam-Webster declares ‘slop’ its word of the year in nod to growth of AI

Published

on

By

Merriam-Webster declares 'slop' its word of the year in nod to growth of AI

The logos of Google Gemini, ChatGPT, Microsoft Copilot, Claude by Anthropic, Perplexity, and Bing apps are displayed on the screen of a smartphone in Reno, United States, on November 21, 2024.

Jaque Silva | Nurphoto | Getty Images

Merriam-Webster declared “slop” its 2025 word of the year on Monday, a sign of growing wariness around artificial intelligence.

Slop is now defined as “digital content of low quality that is produced usually in quantity by means of artificial intelligence,” according to Merriam-Webster’s dictionary. The word has previously been used primarily to connote a “product of little value” or “food waste fed to animals”

Mainstream social networks saw a flood of AI-generated content, including what 404 Media described as a “video of a bizarre creature turning into a spider, turning into a nightmare giraffe inside of a busy mall,” that the publication reported had been viewed more than 362 million times on Meta apps. 

In September, Meta launched Vibes, a separate feed for AI-generated videos. Days later, OpenAI released its Sora app. Those services, along with TikTok, YouTube and others, are increasingly rife with AI slop, which can often generate revenue with enough engagement.

Spotify said in September that it had to remove over 75 million AI-generated, “spammy tracks” from its service, and roll out formal policies to protect artists from AI impersonation and deception. The streaming company faced widespread criticism after The Velvet Sundown racked up 1 million monthly listeners on without initially making it clear they produced their songs with generative AI. The artist later clarified on its bio page that it’s a “synthetic music project.”

According to CNBC’s latest All-America Economic Survey, published Dec. 15, fewer respondents have been using AI platforms, such as ChatGPT, Microsoft Copilot and Google Gemini, in the last two to three months compared to the summer months.

Just 48% of those surveyed said they had used AI platforms recently, down from 53% in August.

WATCH: OpenAI’s Sora 2 sparks AI ‘slop’ backlash

OpenAI's Sora 2 sparks AI 'slop' backlash

Continue Reading

Technology

PayPal applies to form bank that can offer small business loans and savings accounts

Published

on

By

PayPal applies to form bank that can offer small business loans and savings accounts

PayPal CEO Alex Chriss speaks at the Global Fintech Fest in Mumbai, India, on Oct. 7, 2025.

Indranil Aditya | Nurphoto | Getty Images

PayPal said Monday that it has applied for approval to form PayPal Bank, which would be able to offer loans to small businesses.

“Establishing PayPal Bank will strengthen our business and improve our efficiency, enabling us to better support small business growth and economic opportunities across the U.S.,” PayPal CEO Alex Chriss said in a statement.

The U.S. Federal Deposit Insurance Corporation will review an application proposing the establishment of PayPal Bank, along with Utah’s Department of Financial Institutions, PayPal said.

The company, which owns popular payment app Venmo, hopes to also offer interest-bearing savings accounts to its customers, the statement said. PayPal already makes credit lines available to consumers and has been trying to expand its roster of banking-like services as it competes with a growing number of fintech companies that are aiming to take business from traditional brick-and-mortar banks.

Shares of PayPal rose 1.5% in extended trading following the announcement.

In October, PayPal said quarterly revenue increased 7% year over year to $8.42 billion, more than analysts had expected. But in 2025 the stock has slumped about 29%, while the S&P 500 index has gained almost 16% in the same period.

WATCH: E-commerce consumption could bump 20% because of agentic AI, says Mizuho’s Dan Dolev

E-commerce consumption could bump 20% because of agentic AI, says Mizuho's Dan Dolev

Continue Reading

Trending