Google’s on the driver’s seat in the AI race. Who could trip it?

Описание: “Imagine the AI race is a giant F1 race where the biggest AI companies are driving in their souped up racing vehicles around the track again and again…”

Rohin Dharmakumar sets the scene. Who’s winning this? Google, he argues.

Open AI and Anthropic are on the cusp of their IPOs and are doing whatever they can to generate revenue. Microsoft is trying to integrate Copilot into everything and is primarily in the enterprise AI game. Meta’s AI efforts are stuck in a loop of ads and more ads.

That leaves Google — “the 800-pound gorilla”.

Google’s LLM Gemini now has 650 million users. Gmail — where Gemini is integrated — has a 25 to 40% market share globally, depending on who you ask. What about Android? 70% market share. YouTube? 97%. And search stands at 90% — basically the entire market.

The company’s shares are moving up and up.

Then, there is the latest news that affirms Google’s lead: Apple will now use Gemini models to roll out its much awaited Siri updates.

It clearly has a handle on everything in the AI supply chain — from research to application to distribution.

Pretty solid, right? Brady Ng has a different take — and Praveen Gopal Krishnan is in agreement. But only partly.

Tune in!