In this All In Podcast, the besties discuss in particular the threat to Google search that OpenAI and other AI companies are presenting.
Should Google hasten integration of Gemini into their core search product? Or start with YouTube and Google Workspace? Hesitation will only increase their exposure to OpenAI, especially given their $75 billion capex dedicated to their AI products per year.
Mag 7 (Alphabet, Apple, Amazon, Meta, Tesla, Nvidia, Microsoft) dominance perhaps facing their most credible threat today with the advent of AI, particularly OpenAI which is out of the gate has the most adoption (albeit in the consumer space) so far.
All In Podcast episode on YouTube here:
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