Starting from first principles, Google will win the AI race. AI needs know-how, and Google is the company best positioned to acquire that know-how. No one else comes close. Public information relies on search. Internal information relies on Dropbox. Multimodal information relies on YouTube. I find it hard to imagine what kind of know-how Google would struggle to obtain in this world. If this task is difficult for Google, then it will be even harder for other companies (unless they have a vertical advantage).
Oh no, it's Google Drive.
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