Gemini is winning
TL;DR
To dominate AI, a company must excel in multiple areas simultaneously: having a top-tier model, vast resources for scaling, popular AI products, and extensive user data access. Gemini appears to be succeeding in these critical aspects.
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If you want to win in AI - and I mean win in the biggest, most lucrative, most shape-the-world-in-your-image kind of way - you have to do a bunch of hard things simultaneously. You need to have a model that is unquestionably one of the best on the market. You need the nearly infinite resources required to continue to improve that model and deploy it at massive scale. You need at least one AI-based product that lots of people use, and ideally more than one. And you need access to as much of your users' other data - their personal information, their online activity, even the files on their computer - as you can possibly get.
Each one of thes …