I always enjoy being wrong and I was very wrong in my predictions about Google : I thought they should theoretically win, but I was also very confident they couldn't possibly turn their execution ship around to actually pull together a coherent competitor to OpenAI. But they do seem to have done that and it's very impressive. If they do continue to execute, I can't see anybody stopping them dominating and I would be bearish on nearly every other player catching them.

The biggest problem though is trust, and I'm still holding back from letting anyone under my authority in my org use Gemini because of the lack of any clear or reasonable statement or guidelines on how they use your data. I think it won't matter in the end if they execute their way to domination - but it's going to give everyone else a chance at least for a while.