00:00:00
Google is going to compete very
00:00:01
vigorously for the consumer because it
00:00:03
is existential to them. I mean it's very
00:00:04
clear that search and AI chat are kind
00:00:08
of merging into one space. I also think
00:00:10
that Google is in an outstanding
00:00:12
position to do the whole open claw thing
00:00:14
because they already have access to your
00:00:16
calendar, your documents, your email.
00:00:18
The agent doesn't really have to earn
00:00:20
your trust because you already trust
00:00:22
Google with all of your stuff. They're
00:00:23
the only one that has so much free cash
00:00:25
flow that they can almost view it as two
00:00:27
separate companies, which it effectively
00:00:29
is. You know, GCP over here runs the
00:00:31
enterprise play and then Google consumer
00:00:33
over here runs the consumer chatbot play
00:00:36
and they can keep them segregated.
00:00:38
That's so much harder for a startup to
00:00:40
do because on top of just keeping
00:00:42
everybody organized, you have the
00:00:44
financing problem of constantly having
00:00:46
to raise more money because you don't
00:00:48
yet have a profit engine that spits out
00:00:50
cash. They're probably the only one. And
00:00:52
you can see it in the valuations. People
00:00:53
believe the durability of Google more
00:00:55
than they believe the durability of
00:00:56
anything else. Google has announced
00:00:59
Google work space studio to do AI
00:01:01
automation and people are playing with
00:01:03
it already. So they have joined the open
00:01:06
claw
