Dan Gallagher

It's got its own internal AI that's doing well that Microsoft doesn't have because Microsoft still depends a lot on open AI for that element.

Google has actually been designing its own silicon, its own chips, a little bit like NVIDIA, which gives a competitive element there.

All these worries about the sustainability of AI and AI spending don't seem as serious for them.

So if a company like OpenAI struggles, that has major implications for Microsoft and NVIDIA and these other companies.

But OpenAI struggling is actually good for Google.

They're really the only company that has what you might call a vertically integrated model here.

Having their own AI, their own cloud network, and even their own silicon, it kind of makes them a very unique business model in AI right now.

Gemini 3 is getting a lot of rave reviews and it did well in these benchmark tests where people are talking about it seems to be actually better than what ChatGPD offers right now.

But Google also, because they have search, they can get their AI in front of so many people

Almost any time you do a Google search, you're probably going to get some AI results fed to you through Gemini.

There's lots of ways Google can kind of push its AI in front of people, which gives it a strong advantage, even over JAT-GBT, which kind of has this first mover advantage going on.

Thanks for having me.