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How can you have an "edge" if you're shipping behind your competitors all the time? Lol.


Being late to ship doesn't erase a structural edge. Google is sitting on everyone's email, calendar, docs, and search history. Like, yeah they might be a lap or two behind but they're in a car with a freaking turbo engine. They have the AI talent, infra, data, etc. You can laugh at the delay, but I would not underestimate Google. I think catching up is less "if" and more "when"


Google is the leader in vertical AI integration right now.


Google has discover, which is used by like a 800M people/month, which already proactively delivers content to users.




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