Jon Quast

But yeah, I think it is more of a nothing burger.

I mean, Tesla is interested in the monthly subscriptions.

And you do look at Elon Musk's new pay package.

There is incentives tied in there to how many subscriptions that they have.

And

I don't know, maybe this is a way that it boosts monthly subscriptions and helps them reach that milestone, maybe not.

I guess that's up for debate.

But certainly, yeah, I get Lou's point and it's well taken.

Well, I think it's a little bit strong to put it that way, Travis, that Google gets AI better than the other players.

What I do think that Google has that is extremely valid here is that it can execute at a higher level because of how many billions of people are already deeply embedded into the Alphabet slash Google ecosystem.

That's incredible distribution and scale.

If you're looking to do personalized AI, and I think that a lot of these players do want to do this, but Google can execute better because it does have more personalized information about you.

I think this is really Google's advantage here.

I think that the proof of that, Lou, is just how quickly, for example, Gemini is gaining market share right now.

This company launched Bard.

Does anyone remember Bard?

That was a stumbling right out of the gate.

Yeah, for sure.

But how quickly Google has been able to recover and take market share because it does have the advantages of distribution, vertical integration.

Now, OpenAI is making deals to try to better compete, but Google just has such an amazing amount of muscle that it can flex here.