Part 7/8:

Munster places Google among the companies with transformational abilities that are poised for significant gains. He asserts that Google's advances in AI—especially with their Gemini project—will likely outpace achievements made by competitors like OpenAI. He acknowledges a recent rebranding effort by Google and believes that this will contribute positively to its market performance.

Yet, Munster offers a caveat regarding new AI platforms such as ChatGPT. Though it garners attention, the daily active user statistic is relatively modest at 150 million when compared to Google’s daily search traffic of about 2.5 billion. This comparison underscores the established dominance of Google in the search market while also revealing potential questions about the sustained usage of new AI services.