Google is going to compete very vigorously for the consumer because it is existential to them. I mean it's very clear that search and AI chat are kind of merging into one space.
I also think that Google is in an outstanding position to do the whole Open Claw thing because they already have access to your calendar, your documents, your email. The agent doesn't really have to earn your trust because you already trust Google with all of your stuff.
They're the only one that has so much free cash flow that they can almost view it as two separate companies, which it effectively is. You know, GCP over here runs the enterprise play and then Google consumer over here runs the consumer chatbot play and they can keep them segregated.
That's so much harder for a startup to do because on top of just keeping everybody organized, you have the financing problem of constantly having to raise more money because you don't yet have a profit engine that spits out cash.
They're probably the only one. And you can see it in the valuations. People believe the durability of Google more than they believe the durability of anything else.
Google has announced Google workspace studio to do AI automation and people are playing with it already. So they have joined the Open Claw.