And I'm going to ask Google,
where did I last see a guy in a lime,
lime green jacket sitting right across from me?
By the way, Wet Bush's Dan Ives joins us right
now.
Google told me that that I would find you here.
And it was, it was actually,
it was ahead of the even the presentation,
ahead of the event. It's really good.
You say there is an AI arms race going on
right now.
We know who the players are,
How is Google positioned and how's it doing?
I think quickly narrowing the gap versus Microsoft and Open
AI.
But this is a huge event.
I mean for developers in terms of this Game of
Thrones that's playing out,
I mean Google is really needs to show from a
Gemini perspective and from AI that they're going to be
the ones that actually monetize this.
At the same time that it looks like Apple and
Open AI are going to have the partnership.
Your Deirdre talks about the device,
what's going to be the AI device.
We think it's really going to be the future of
the iPhone.
I think iPhone 16, that's going to be WWDC next
month.
So they need to make sure and I think they're
doing a good job to show in search as well
as even on cloud.
When you think AI, you don't just think Microsoft and
the godfather of AI NVIDIA,
you think Google is the is the future of their
AI just as you said the the the future for
Apple is the iPhone AI
and Apple is the iPhone is the future here the
Android phone.
So I think it's really it's going to be about
search,
how they monetize that. In terms of when we talk
about you look at Gemini,
you look at sort of these next versions,
how they going to monetize that,
what does that mean for the actual advertisers.
And then of course they'll be advertising AI from a
cloud perspective that that's a huge piece of Google as
well
after a lot of black eyes that they've had from
Gemini from some of the launches.
It's important here to developers that they flex the muscles,
show we have the product,
we have something others don't have.
And I think this so far has been we have
the meats
because if you look at the last 6 to 12
months,
it hasn't. It's always it's excuses.
Well, this well we should have done this.
This is an important event should they're leading again.
And when it comes to search,
you know the IT continues to be their world.
Everyone else is paying rent.
But you look at Open AI,
you look at Nadella, you look at now obviously Apple
and Cook.
This is going to be
really a battle that plays out going after that trillion
dollars spend.
If, and this is my favorite thought of experiment,
if Siri becomes powered by Chad GB,
TI probably would just default to using that pretty much
all the time.
What's Google's answer to that?
I don't think they have that answer yet and I
they're talking about a search assistant and what that could
be.
But the nightmare for Google what and what keeps you
nor up at night it's Cook
and ultimately Nadella from an open AI getting together in
that launch event.
So when WWE next month they launch,
that's not good for Google.
They wanted to be front and center in terms of
Gemini.
And I think that that's an important dynamic that that's
playing out here,
who's going to monetize And maybe in fairness to them,
Google might argue it has the better position with enterprise,
you know, with its tools in the cloud,
with its with its reliability capability that's simple scale.
But with the consumer, if this voice,
sorry, usage disrupts me going to Google,
I don't know how Google can answer and I think
that is the biggest challenge and that's what they're really
trying to showcase today that this technology is going to
be so good that you're not going to bypass that.
Well, you'll hear next month from Cook in terms of
this open AI partnership and what ultimately will be the
iPhone 16.
And I think their whole AI strategy from Apple.
They're betting on open AI.
How ironic is it given the history between Apple and
Microsoft,
right, that it is now Apple and Microsoft bonding in
effect,
but potentially bonding to to fend off or to get
competitive strength against other rivals.
It's an Alfred Hitchcock epic flyways.
I mean, no one would ever expect that you'd get
to this point,
but it comes down to who has the best technology
out there.
It's Allman Open AI. That's why this was an important
event for Google,
showing where they're going. But this is one.
Get out the popcorn. There's still a lot more to
be written.
Love it. All right. And I love the green jacket.
And I'll bring one next for you.
For me, 24. Yeah, I like.
The shirt is good too,
man.