> The biggest threat to Google's business is Apple, and walled gardens like TikTok, Facebook, Discord, Reddit, etc. I agree with what your sentiment, but I'd o

> The biggest threat to Google's business is Apple, and walled gardens like TikTok, Facebook, Discord, Reddit, etc. I agree with what your sentiment, but I'd offer a synthesis on your point and the opposite view. AI APIs are going to be massive boosters of walled gardens. It will be possible to build not only better walled social experiences, but also interactive and content-driven ones. The gold rush won't be about ChatGPT, but about the APIs. And while Google may have superior underlying AI tech, no one has productized an API better thus far than OpenAI - it's simple enough that even some non-tech people are reading the docs. Also, Amazon and Microsoft have a stronger hold of the world of the enterprise. In other words this will be a race to see who sells shovels the fastest, and Google may lose by not making as much money as their rivals doing so, and also if those shovels are used to threaten its dominance, like damage by a trillion paper cuts.