It always seemed very natural to me that AI will move “down the stack”, where Open AI and Anthropic don’t really have a foot in the door.
Who makes consumer devices? Google
Who makes operating systems? Google
Who makes browsers? Google
Who makes the world’s most popular websites? Google
By the time 90% of average internet users get to chatgpt.com or whatever, they already went through several Google chokepoints, each layer is one more place Google can answer their questions.
And that’s not even getting into the chips, the data centers, the data, the talent, the consumer apps, the enterprise apps, the cloud platform, the brand, and of course the biggest cash printing machine in human history.
You would honestly have to be insane to bet against G.