Why Google is UNDERRATED in AI

I think there's a chance that we're underestimating the power of Google's ad network right now. They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, you have Android. They have such a data advantage and such a deep integration into people's lives because they use three or four services. I think Google's going to figure this out. It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more target ads that do better and are more valuable. And so, we've been seeing a number of companies, startups that are figuring out how to

use your queries and what you're doing in AI to present to you search results. So, imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in. that could be a better advertising product than even search itself. I think YouTube search is the place to go allin right now. When you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling bang. You should be able to ask a question to YouTube and you should be able to ask questions to your calendar. You should be able to say, "Who have I met with over the last 10 years who I'm no longer in touch with

and what are they up to?" And it should do a Gemini search inside of Google calendar. It's very light right now. And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google search queries too aggressively.