But after a comically bad start with Bard, they’ve been totally kicking ass with Gemini, and Waymo is become a submarine hit threatening Uber and Lyft. It’s to a point where I think those business will eclipse their cloud and workspace products. (maybe YouTube will become the next wasteland like the google search index, with AI video growing, I hope not though)
In fact, I’d be more worried about MS and Apple. MS started so strong and then stagnated, who even knows what they’re up to now?
Apple is moving at a glacial pace and has had a comically bad time with anything AI so far. “Apple Intelligence” is a joke. Tim Cook has been great at the long term investment stuff, except Siri has seen no meaningful improvements in a decade.
It’s just so early to tell who the winners and losers are going to be. This feels like the early years of iPhone/Android/Blackberry/Windows Mobile.
bookofjoe•2h ago