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Essentially Google has no idea how to leverage their AI as Gemini for search just does not work. Apple went with deep AI integration into OS in hope to sell mo

by chucke1992 2y ago

Essentially Google has no idea how to leverage their AI as Gemini for search just does not work. Apple went with deep AI integration into OS in hope to sell more devices and Microsoft went full blown corporate + windows devices. Google can try to integrate it maybe with Chrome OS to sell more devices? They are also trying with various providers (like Samsung) but nature of Android is that people might just go with basic apps and stuff.

nolist_policy 2y ago
Don't forget Google Docs, Drive, Photos, GMail and Chrome.
- chucke1992 2y ago
  The problem is that none of Google's products are unified into a fully used ecosystem. For example with Apple they integrated everything together seamless into the OS - granted I am not sure if people are using their email app or calendar that often. But with AI they integrated it all together at least. With Microsoft they benefit from their tight integration between Office suite, Outlook, teams (and calendar integration between outlook and teams is quite convenient) etc. They only have issues with consumer products as they are unable to achieve the same level of integrations as they achieve within the corporate - corporate Windows instances with laptops and stuff are corporate to Apple products for consumers. Microsoft does not have user facing products, but their enterprise solutions are nicely connected to each. And new services like Loop or Copilot are just naturally expanded on that. But Google? I literally use Gmail but only for emails. Chrome for browsing but I have no integrations between Chrome and Gmail aside the account overall in my flow. They have their streaming service with Youtube Premium but it is not really that connected to overall other infra or services - unlike for example Apple, that is offering their Apple One subscription. App Stores? Google Play exists in its own universe that has no relation to other google services either. And that's without AI stuff. There is something missing between google services.
  - blueboo 2y ago
    I dunno. Android, Chrome, ChromeOS, Workspace. There’s a lot there that’s knit together. Compared to what, Safari, Pages and Messages? Teams, Word, and Outlook? They all have their issues. Maybe the crux of it is chat. If your work is integrated into your chat — the day to day online social space — it’ll feel “integrated”
    - chucke1992 2y ago
      The difference is that people who use Android don't use ChromeOS for most of the part. Or ignore Workspaces altogether. With Apple their are not going after Safari and whatever integration - they are embedding stuff into OS across the devices. It helps that they have their Apple One subscription and cloud drive integration. Also MacOS, iOS connectivity etc. Search across all your devices and files, analytics. With Microsoft the whole Office 365 integration is extremely tight - share files, use analytics dashboard, integration with sharepoint, outlook and calendars and so on. Just like with GCP and other Google's offerings - they are good separately and people are fine using them independently. But they don't work nicely together.
hot_gril 2y ago
I didn't think the AI hype was overdone until I saw AAPL jump so much after announcing AI features. Looks nice, but it's not going to make anyone switch to iPhone, and there's no lock-in. iMessage must be way more valuable, and that advantage is maybe going away.
- chucke1992 2y ago
  That's the thing - apple stocks raised due to AI features but it is basically a speculation - if it does not move sales of iPhones, the stock will go down. I think MSFT is the best positioned long term - especially when they start producing their own chips - as they have the right moat to vendor lock in. Add to that the fact that AWS missed the AI boat completely and their could gain market share from AWS too.

nolist_policy 2y ago

Don't forget Google Docs, Drive, Photos, GMail and Chrome.

chucke1992 2y ago
The problem is that none of Google's products are unified into a fully used ecosystem. For example with Apple they integrated everything together seamless into the OS - granted I am not sure if people are using their email app or calendar that often. But with AI they integrated it all together at least. With Microsoft they benefit from their tight integration between Office suite, Outlook, teams (and calendar integration between outlook and teams is quite convenient) etc. They only have issues with consumer products as they are unable to achieve the same level of integrations as they achieve within the corporate - corporate Windows instances with laptops and stuff are corporate to Apple products for consumers. Microsoft does not have user facing products, but their enterprise solutions are nicely connected to each. And new services like Loop or Copilot are just naturally expanded on that. But Google? I literally use Gmail but only for emails. Chrome for browsing but I have no integrations between Chrome and Gmail aside the account overall in my flow. They have their streaming service with Youtube Premium but it is not really that connected to overall other infra or services - unlike for example Apple, that is offering their Apple One subscription. App Stores? Google Play exists in its own universe that has no relation to other google services either. And that's without AI stuff. There is something missing between google services.
- blueboo 2y ago
  I dunno. Android, Chrome, ChromeOS, Workspace. There’s a lot there that’s knit together. Compared to what, Safari, Pages and Messages? Teams, Word, and Outlook? They all have their issues. Maybe the crux of it is chat. If your work is integrated into your chat — the day to day online social space — it’ll feel “integrated”
  - chucke1992 2y ago
    The difference is that people who use Android don't use ChromeOS for most of the part. Or ignore Workspaces altogether. With Apple their are not going after Safari and whatever integration - they are embedding stuff into OS across the devices. It helps that they have their Apple One subscription and cloud drive integration. Also MacOS, iOS connectivity etc. Search across all your devices and files, analytics. With Microsoft the whole Office 365 integration is extremely tight - share files, use analytics dashboard, integration with sharepoint, outlook and calendars and so on. Just like with GCP and other Google's offerings - they are good separately and people are fine using them independently. But they don't work nicely together.

hot_gril 2y ago

I didn't think the AI hype was overdone until I saw AAPL jump so much after announcing AI features. Looks nice, but it's not going to make anyone switch to iPhone, and there's no lock-in. iMessage must be way more valuable, and that advantage is maybe going away.

chucke1992 2y ago
That's the thing - apple stocks raised due to AI features but it is basically a speculation - if it does not move sales of iPhones, the stock will go down. I think MSFT is the best positioned long term - especially when they start producing their own chips - as they have the right moat to vendor lock in. Add to that the fact that AWS missed the AI boat completely and their could gain market share from AWS too.