By coinnews 
00:00 Speaker A
I want to get your take on on Google here. It seems to me that they still do need to convince investors that they can win this AI race. Do you think that they are positioned to do that?
00:13 Brian Sozzi
I do. I think at at the end of the day, they have almost 2 billion active users using search every day. And so you think about the power and the value of having those glued eyeballs and users, um it gives them the ability to take their time, get it right and then roll out, as they’ve talked about in the last couple of days, roll out their new AI platform. And I think the big driver here is that Sergey is very much back engaged and is focused on the AI side of the house at Google.
00:52 Speaker A
And we know from uh a slew of headlines over the past couple of weeks that there is a search engine issue when it comes to AI as a competitive factor for Google, people using chat GPT instead of Googling stuff. To what extent do you think Google’s positioned to overcome that issue?
01:17 Brian Sozzi
I think they’re well positioned. I think most of us use multiple LLMs. It’s not that although
01:25 Speaker A
Do most of us? It’s like tell me, tell me cuz I I know I do, but I’m so youthful.
01:33 Brian Sozzi
The data suggests that chat GPT’s clearly the leader, but um Gemini’s use usage is not far behind open AI and chat GPT. So I I think they can overcome it.
01:53 Brad Smith
You are youthful. You want to ask the dinosaur over here what what he uses?
02:03 Speaker A
In my early 30s, of course I’ve been using multiple LLMs. Yeah, I think about it from the So I’m old enough to remember the early 2000s and and the late 90s and all the excitement around
02:15 Brad Smith
That’s my Brian.
02:18 Speaker A
As you are. Um you look very youthful. So as all of us remember the excitement around the internet, and you could have made a lot of money around the internet, but it wasn’t necessarily who you thought might win initially. So, how should investors think about this? Do we think there’s going to be different winners than we’re even considering right now?
02:47 Brian Sozzi
100%. I think if you look at just think about how fast the names that we talk about on a daily basis change. So we’ve talked about deep seek and then we didn’t. We talked about Manus and then we didn’t. I mean how fast uh adoption comes in and out, I think gives the opportunity for uh disruptors to come in and and really take hold of the category where the the incumbents like the Googles and and Microsofts have an opportunity is their scale advantage. So as we talked we talk a lot about uh the CAPEX, the capital expenditure that’s going into building data centers, putting compute in the cloud. Um so I think that is where their staying power lies. Um but it the the space the verticalization uh of AI is certainly uh creates opportunities for for new new entrance.