So like, would that not suggest that Google has a moat with AI, as it is already intertwined with our email, calendars, etc... (if they ever make their AI public)
It makes it all the more interesting that Google is currently losing to an upstart. They have a MASSIVE advantage in data and moats, but cannot execute on novel products to take advantage of it, despite also hiring a significant chunk of the talent in the market as well.
But perhaps at this stage Google's not meant to / need to build cutting edge products, but rather focus on commoditizing the ones that prove profitable.
> t makes it all the more interesting that Google is currently losing to an upstart
How is Google "losing" when they are not even in the same market? Are you expecting Google to develop and sell access to an LLM API or use AI internally to enhance it's other products (which it jas been doing to great effect)
