David Friedberg

It is a very focusing setting and it drives innovation.

It is a very focusing setting and it drives innovation.

And so we'll see what happens.

And so we'll see what happens.

ChatGPT

ChatGPT

was basically the market monopoly in AI or LLM chat interface, and it only had one way to go, which was down.

was basically the market monopoly in AI or LLM chat interface, and it only had one way to go, which was down.

Google, I think at this point, has roughly 14%.

Google, I think at this point, has roughly 14%.

So here you can see OpenAI is on the decline.

So here you can see OpenAI is on the decline.

Obviously, a little over a year ago, they were at 90% plus market share in generative AI traffic.

Obviously, a little over a year ago, they were at 90% plus market share in generative AI traffic.

And today, Gemini is at 14%, 15%.

And today, Gemini is at 14%, 15%.

The depth, the flywheel that Google has built gives them such extraordinary advantage.

The depth, the flywheel that Google has built gives them such extraordinary advantage.

Sorry, I'll just, JK, let me just wrap up on the AI stuff.

Sorry, I'll just, JK, let me just wrap up on the AI stuff.