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Eric Siu breaks down why Google dominates: they control the entire stack from TPUs and search to Android, Gmail, and YouTube. That vertical integration, plus their data advantage, makes them nearly impossible to compete with in AI.
Eric Siu breaks down why Google dominates: they control the entire stack from TPUs and search to Android, Gmail, and YouTube. That vertical integration, plus their data advantage, makes them nearly impossible to compete with in AI.
When you look at Google and you look at Microsoft, they have the most distribution, right? It's distribution that matters, especially distribution is getting harder and harder in an AI-driven world where you can make whatever you want. You want to be able to control that distribution. And Microsoft, they have those enterprise contracts locked down. Google as well. In fact, Google kind of has the whole stack. They have the Tensor Processing Units, they have Search, they have Android, they have Gemini, they have Gmail, they have YouTube. They just have all the distribution in the world. They have all the data in the world, and they're going to make use of that.
