Google are still a major player because they hold monopolies in several markets. I see them as “too big to fail.”
No other platform does long form user-generated video content like YouTube. The only other smartphone, tablet and smart watch OS that even holds a candle to Android is a walled garden exclusive to the Apple ecosystem. Even in search they hold a near-total monopoly with around 85 - 95% of all search traffic going through them (depending on which source you ask and if they consider ChatGPT a search engine.) Even Microsoft offering gift card rewards for using Bing search wasn’t enough to convince people to try them.
Even in markets where they don’t have a monopoly… GMail is the most popular free email service, Fiber has silently grown to have service in 19 US states despite significant pushback and lobbying from rival internet service providers, they’re the only viable alternative to Microsoft in the office productivity software market, virtually every major web browser except for Firefox is built on Chromium, even Waymo is the only (non-Chinese) robotaxi service currently in operation although that market is potentially going to blow up.
Even in the generative AI market they’re not only whooping OpenAI’s and Microsoft’s asses, but can reliably hedge their bets on AI if the bubble does start burst.
No other platform does long form user-generated video content like YouTube.
Dailymotion does it too.
Reproducing YouTube’s features isn’t the hardest. Getting its network effect is.
Even in the generative AI market they’re not only whooping OpenAI’s and Microsoft’s asses
I was barely able to remember the name of Google’s gen AI. It’s not really relevant in the corporate world. I don’t think they are close to whooping OpenAI and Microsoft’s asses.
I forgot Dailymotion existed. Clicked on there, it’s just news sites and games journalists on the front page now. You can’t see view counts or any comments, and the site honestly feels like a husk of its former self.
I was barely able to remember the name of Google’s gen AI. It’s not really relevant in the corporate world. I don’t think they are close to whooping OpenAI and Microsoft’s asses.
Veo 3. It released weeks before and is almost up there with Sora 2 for output quality.
As for Microsoft, Copilot is absolute dogshit, whilst the quality of Windows 11 updates have nosedived to the point where Satya Nadella’s claim that the corporation is producing 30% AI generated code may actually be true, based on how much things have broken.
Google are still a major player because they hold monopolies in several markets. I see them as “too big to fail.”
No other platform does long form user-generated video content like YouTube. The only other smartphone, tablet and smart watch OS that even holds a candle to Android is a walled garden exclusive to the Apple ecosystem. Even in search they hold a near-total monopoly with around 85 - 95% of all search traffic going through them (depending on which source you ask and if they consider ChatGPT a search engine.) Even Microsoft offering gift card rewards for using Bing search wasn’t enough to convince people to try them.
Even in markets where they don’t have a monopoly… GMail is the most popular free email service, Fiber has silently grown to have service in 19 US states despite significant pushback and lobbying from rival internet service providers, they’re the only viable alternative to Microsoft in the office productivity software market, virtually every major web browser except for Firefox is built on Chromium, even Waymo is the only (non-Chinese) robotaxi service currently in operation although that market is potentially going to blow up.
Even in the generative AI market they’re not only whooping OpenAI’s and Microsoft’s asses, but can reliably hedge their bets on AI if the bubble does start burst.
I generally agree with you, with 2 caveats:
Dailymotion does it too.
Reproducing YouTube’s features isn’t the hardest. Getting its network effect is.
I was barely able to remember the name of Google’s gen AI. It’s not really relevant in the corporate world. I don’t think they are close to whooping OpenAI and Microsoft’s asses.
I forgot Dailymotion existed. Clicked on there, it’s just news sites and games journalists on the front page now. You can’t see view counts or any comments, and the site honestly feels like a husk of its former self.
Veo 3. It released weeks before and is almost up there with Sora 2 for output quality.
As for Microsoft, Copilot is absolute dogshit, whilst the quality of Windows 11 updates have nosedived to the point where Satya Nadella’s claim that the corporation is producing 30% AI generated code may actually be true, based on how much things have broken.