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Most marketers think the Gemini vs ChatGPT debate is about which AI writes better copy. It’s not. This is a platform war, not a chatbot comparison—and the decision you make now affects cost, speed, leverage, and long-term growth. In this video, I break down why Google Gemini has structural...

62,915 views • 6 months ago •via X (Twitter)

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Google just STOLE Apple away from OpenAI... And it might decide who wins the AI race. Apple announced a multi-year $1 billion deal with Google to power the next generation of Siri using Gemini AI. Not ChatGPT. Gemini. This is the same Apple that 18 months ago announced a partnership with OpenAI to integrate ChatGPT into iPhones. Everyone thought that meant OpenAI won. Turns out it was an audition. And OpenAI failed. Here's why: June 2024: Apple announces OpenAI partnership. Sam Altman tweets: "very happy to be partnering with apple." Media declares OpenAI the winner of the AI race. December 2025: Sam Altman issues "code red" at OpenAI. Tells everyone to pause everything and ship ChatGPT 5.2 faster. Why the panic? Google released Gemini 3 and it was actually good. January 2026: Apple picks Google. ChatGPT stays as an "optional feature" for complicated queries. But Gemini becomes the DEFAULT intelligence layer for 2 billion Apple devices. The financial reality: Apple pays OpenAI $0 But Apple pays Google $1 BILLION per year That's a verdict. The excuse OpenAI gave for why they did it for free was "exposure to millions of iPhone users." Which basically means "we couldn't negotiate worth shit." Meanwhile Google walked away with both the money AND the distribution. Why Google won: Infrastructure ownership. OpenAI runs on Microsoft's Azure cloud. That creates a dependency chain: Apple → OpenAI → Microsoft. 3 companies. 3 points of failure. Google owns its entire stack. One relationship. Zero middlemen. Apple's statement said Google's technology provides "the most capable foundation." Not "most innovative." Not "best partner." Most CAPABLE. In other words, OpenAI's tech couldn't handle the scale. The Alphabet boost: Google's stock hit $4 trillion market cap after the announcement. Up 65% in 2024 on AI momentum alone. This deal validates Google's pivot from "search company" to "AI infrastructure company." Now they power Samsung's Galaxy AI AND Apple's Siri. Billions of mobile devices running on Gemini. OpenAI's big problem here: Still no profit. Ever. Anthropic is stealing enterprise customers. DeepSeek launched a price war forcing ChatGPT to cut prices. GPT-5 was overhyped and underwhelming. Circular financing deals are getting scrutinized. And now Apple just downgraded them from partner to backup option. That "code red" in December? Too little, too late. The reality everyone's missing: This isn't about chatbot quality. It's about who owns the infrastructure to power billions of devices. Google proved it with Samsung. Now Apple. OpenAI proved it can build a viral product but can't scale it profitably. Very different skill sets. Elon called it "unreasonable concentration of power for Google." He's right. But that's exactly why Apple chose them. Apple doesn't want a startup partner. They want a utility provider. Google is now the default AI for Android AND iOS. OpenAI is relegated to opt-in queries for people who specifically request ChatGPT. That's the difference between infrastructure and feature. The next 12 months: Apple launches Gemini-powered Siri in spring 2026. If it works, every iPhone user defaults to Google's AI. ChatGPT becomes the thing people use when Siri can't answer. The backup plan. My takeaway for entrepreneurs watching this: Distribution beats innovation. Google didn't necessarily build a better chatbot. They built better infrastructure and negotiated better terms. OpenAI won the hype race. Google won the business war. What do you think can save OpenAI now?

Ricardo

50,663 views • 5 months ago

J-Cal Explains Why Google is UNDERRATED in AI 👀 On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search. @jason broke down why he thinks Google is being slept on: "I think there's a chance that we're underestimating the power of Google's ad network right now." "They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android." "They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out." "It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable." "We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results." "So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in." "That could be a better advertising product than even search itself." "I think YouTube search is the place to go all-in." "Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing." "You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar." "You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?" "And it should do a Gemini search inside of Google Calendar. It's very light right now." "And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."

The All-In Podcast

58,275 views • 1 year ago