Most importantly, Google has the userbase to rule all userbases. I’d argue that for over 90% of people online, Google is their gateway to information. Whether i

Most importantly, Google has the userbase to rule all userbases. I’d argue that for over 90% of people online, Google is their gateway to information. Whether it’s search, Chrome, or Android. Not to mention countless other popular apps that Google has. YouTube anyone? They’re also the most well positioned company to profit from cheap AI, their ads network is a behemoth. So yeah, add that up with the compute, the data, and the talent, and it’s pretty clear that Google is not a force to dismiss. If anything I think DeepSeek is great news for Google.