Nick Martell

Because anything that's the default on an iPhone, that's tech's golden ticket right there.

I mean, Jack, if you were the default, that's an immediate profit puppy, baby.

Everyone is opted into you.

So Google winning this golden ticket, default AI provider on all Apple devices.

It reflects so many things.

Jack and I thought like each of these could be its own takeaway, right Jack?

The first thing this story reflects is that antitrust is dead.

Totally.

A federal judge let Google off the hook last year for being a monopoly, so now Google is brazenly expanding its monopoly into new monopolies.

Okay, so that's Google.

The other point here is that Apple is kind of waving the white AI flag right now.

Nick, we're four years into the AI race.

Apple was the most valuable tech company, but Siri still speaks AI like a toddler does.

Jack, this is the second rival Apple's had to tap in order to improve AI on its iPhones, man.

And yet AI is still not really on our iPhones.

Okay, the third thought Jack and I had here was like, open AI, it's continued the cold streak.

Open AI used to be so hot, but now it's like, hey Siri, turn off Jack GPT, turn on Gemini instead.

Ever since Thanksgiving, Sam Allman's been peeing the pants on an awkward Code Red situation out there.

Every percentage point of market share OpenAI is losing, Google seems to be gaining.

But besties, the biggest thing this story represents is that we all had it wrong when it comes to Google and AI.