Nick Martell

Google's moat didn't get crossed by AI.

AI became another Google moat.

All right, Tinkerbell.

So Jack, what's the takeaway for our buddies over at Google?

In Google's castle, email was the first moat.

Search was the second moat.

And now AI is becoming the third.

Yeti's Gmail controls 75% of the US email market.

Google search is even more powerful with 90% of its market.

90 plus.

Yeah.

And then came ChatGPT.

We all thought that it would finally neutralize Google's internet advantages.

Remember what we were saying, Jack?

Like instead of checking Gmail, you'd let ChatGPT act like your assistant and summarize that giant bachelorette party email chain.

And instead of searching the web, you'd let ChatGPT search the web and find that Hanukkah gift for your mama.

But it looks like we're all wrong because Google overcame OpenAI's threat and built their own chatbot just as good.

And Google built that chatbot into Chrome, into Chromebooks, into iPhones now.

You want proof?

Last week, Samsung announced that Gemini would power the native chatbot on all Samsung devices.