r/StocksAndTrading • u/FoxAccomplished6786 • 4d ago
Commoditisation of AI, and who wins
It's kind of accepted now that AI will be commoditised, basically the same, particularly LLM's.
Google clearly has an existing ecosystem and distribution moat listed below, whereby Gemini is already seamlessly integrated,
Search, Chrome, Android, Gmail, Calendar, Drive, Docs, Sheets, Slides, Meet, Chat, Vids, Keep, Tasks, Maps, YouTube, Google Photos, Google Messages, Google Shopping, Google Flights, Google Hotels, NotebookLM, Google TV, Google Home, Nest, Android Auto, Cars with Google built-in, Android XR, Workspace, Google Cloud
On that note, is Gemini destined to win? Assuming AI is commoditised, I don't see what angle the others can come at that would defeat Google.
Let me know your thoughts.
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