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Great insights. I agree with you and think if Google play their cards right, they have what it takes to lead the AI race. Now that it seems like Deepmind are spearheading efforts, things are very promising. Apart from the many data pools they have in the form of email, search, YouTube, docs, sheets and slides; they're also pushing the fort with NoteBookLM, Google AI Studio and Google Deep Research.

Also, don't forget synthetic data. It seems that will have a large role to play in all of this. Nvidia Omniverse and Cosmos have shown how valuable this is.

Lastly, don't bet against open source. They might just be the dark horse in all of this.

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thank you

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