Google has what all its competitors want desperately right now: 2 decades of data. That's their moat and where they will extract the most value as they increasingly lean into AI search results.
OpenAI and Anthropic can catch up, but first they must invent Google search, Google Maps, Gmail, Google Calendar, Youtube and Android.
OpenAI and Anthropic can catch up, but first they must invent Google search, Google Maps, Gmail, Google Calendar, Youtube and Android.