"One of the twists in the AI wars has been Google sort of bouncing back, this surge by Gemini versus OpenAI's ChatGPT. Sam Altman calling this code red. You've said before that it's hard to know who a winner will be. Interestingly, on Pivot, we thought Google was going to do this because they had all the pieces. If they didn't, what a bunch of idiots, that kind of thing."
"They were ahead. They just didn't take the bet because they were afraid of it. Yeah, of course. Well, Sundar [Pichai] is a much more risk-he's more risk-averse. I think Sergey Brin has re-arrived there. I think you can feel his influence. He's one of the founders. So I think that they had all the elements in place to do it and just had to make the . . . it's very hard to jump from one thing to the next and do it."
Google leveraged existing assets to mount a resurgence in the AI race with Gemini, challenging OpenAI's ChatGPT and provoking urgent responses. Sundar Pichai's risk aversion delayed bold moves, while Sergey Brin's renewed influence pushed faster action. Sam Altman's reaction signaled high stakes across competitors. Netflix continues aggressive, flexible strategic pivots across advertising, streaming, and studio ownership. Industry consolidation is intensifying, with a heated bidding war for Warner Bros. Discovery and strategic positioning at Disney and Netflix. Apple’s readiness to lead the next AI wave under Tim Cook remains uncertain as Big Tech navigates rapid, high-risk transitions.
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