My predictions about everything ever, summarized perfectly. I need an “inverse me ETF”.
replyIt seems Google has to play both offense and defense: competing against frontier labs' models while protecting search and ads. They also have to be mindful of not doing anything that could hurt their own search or ads. That seems harder than a frontier lab just doing offense on both models and search/ads.
replyHaving said that, I think Google's moat is still strong with Cloud, Gmail, YouTube, Android, Chrome, etc.
> Cloud, Gmail, YouTube, Android, Chrome
replyCloud and gmail, I agree.
I don't think YouTube can survive if GenAI keeps going like this. Android, same, but on a different timescale and for different reasons. The Play Store (and all other app stores including Apple's) will also face problems from GenAI making apps (it already replaces my need to buy, but I'm weird and a software dev ("but I repeat myself")).
Not sure how big a moat Chrome really is? It's more like a sales funnel than a product itself, I think?
>Meanwhile, Microsoft: "Copilot!"
replyThe difference is nobody expects anything better from Microsoft. Teams didn't exactly set the bar high.