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Google is going to compete very vigorously for the consumer because it is existential to them. I mean it's very
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clear that search and AI chat are kind of merging into one space. I also think that Google is in an outstanding
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position to do the whole open claw thing because they already have access to your
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calendar, your documents, your email. The agent doesn't really have to earn your trust because you already trust
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Google with all of your stuff. They're the only one that has so much free cash
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flow that they can almost view it as two separate companies, which it effectively
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is. You know, GCP over here runs the enterprise play and then Google consumer over here runs the consumer chatbot play
00:00:36
and they can keep them segregated. That's so much harder for a startup to do because on top of just keeping
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everybody organized, you have the financing problem of constantly having to raise more money because you don't
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yet have a profit engine that spits out cash. They're probably the only one. And
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you can see it in the valuations. People believe the durability of Google more than they believe the durability of
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anything else. Google has announced Google work space studio to do AI automation and people are playing with
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it already. So they have joined the open claw