Lou Whiteman

Hopefully, AI makes it better.

I love the fact that I like one team in English soccer.

They think I must want to buy stuff for every team in that league.

Yeah.

They're playing to their strengths.

I thought the cloud co-work thing was actually pretty ingenious, whether you need it or not.

Bottom line here, what's really going on, everyone is experimenting, everyone's trying new things, everything's flexing.

Google is this consumer-focused company, so they can do all these things that seem really cool and relatable.

I don't know if anyone is better at it, but I think what this does show, I keep coming back to this, is that as all of these companies try to get their AI out to the world, Google's real advantage is they have so many more just natural avenues for monetizing.

They are in so many homes, so many phones, so many consumers already.

It is just a much more natural thing to see them adding AI as a bolt-on versus a cloud or open AI or all these trying to basically have to win every customer from scratch.

This isn't a prediction.

I already talked about Google's natural advantages, but I think that the important thing there is how quickly this can change.

I don't think anything is set in stone yet.

This is still the Wild West.

I think Google looks great right now.

Maybe it will two years from now, or maybe it'll be another even crazier shift.

Yeah, the obvious concern is, AI is going to eat their lunch.

To some extent, I think we've seen this.

The bull case for Adobe a few years ago was, all of us normals were going to use a cheaper version of their product.