Comment by beambot

Google is one of the few verticalized options in AI: Data, models, cloud services, low-level silicon (TPUs), internal use cases, retail use cases, B2B uses, distribution (browser & mobile), etc.

They rise with the tide of AI adoption. But they gain ground if people opt into Google solutions. And any token sent to a Google model (free or paid) actively punishes their competitors that are then required to spend vast sums to remain bleeding edge.