Comment by MountDoom

> Google Docs, Google Meet and Gmail provide a tiny fraction of Google's overall revenue.

I don't understand your argument here. Like Chrome and Android, these products exist to establish foothold, precisely so that Microsoft or OpenAI can't take Google's lunch.

My point is that brand recognition doesn't matter: if you can get equivalent functionality the easy way (a click of a button in Docs), you're not going to open a separate app and copy-and-paste stuff.

All of this will make it harder for OpenAI to maintain moat and stop burning money. Especially when their path to making money is to make LLMs worse (i.e., product placement / ads), while Google has more than enough income to let people enjoy untainted AI products for a very long time.

Even for search, right now, I'm pretty sure there are orders of magnitude more people relying on Google Search AI snippets than on ChatGPT. As these snippets get better and cover more queries, the reasons to talk to a chatbot disappear.

I'm not saying it's a forgone conclusion, but I think that OpenAI is at a pretty significant disadvantage.