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In this brief segment, the speaker clarifies the phrase “net new,” emphasizing that it is relative to each organization—what is brand‑new for one company may be commonplace for another. He highlights Google’s uniquely novel AI capabilities that set it apart, while contrasting this with other firms that acknowledged the necessity of AI transformation yet failed to act. The speaker points out that some AI opportunities have only recently become feasible, underscoring a gap between awareness and execution in the industry.
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