{"id":41173,"date":"2025-01-22T11:52:45","date_gmt":"2025-01-22T11:52:45","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/internet-business\/googles-ai-game-plan-by-gennaro-cuofano\/"},"modified":"2025-01-22T11:52:45","modified_gmt":"2025-01-22T11:52:45","slug":"googles-ai-game-plan-by-gennaro-cuofano","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=41173","title":{"rendered":"Google\u2019s AI Game Plan &#8211; by Gennaro Cuofano"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div dir=\"auto\">\n<p><span>With AI development in full swing and a just-announced<\/span><a href=\"https:\/\/substack.com\/@thebusinessengineer\/note\/c-87762346\" rel=\"\"> <\/a><strong><a href=\"https:\/\/substack.com\/@thebusinessengineer\/note\/c-87762346\" rel=\"\">$500 billion plan<\/a><\/strong><span> to further build the infrastructure to serve the future business ecosystem, the industry&#8217;s development is inevitable. <\/span><\/p>\n<p><strong><a href=\"https:\/\/businessengineer.ai\/p\/the-web-the-ai-supercycle\" rel=\"\">Of course, as I\u2019ve explained in AI Supercycle, this economic paradigm will play out in 30-50 years.<\/a><\/strong><\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F052236e6-099a-4cc0-88a8-eeaa32832c42_1610x926.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F052236e6-099a-4cc0-88a8-eeaa32832c42_1610x926.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F052236e6-099a-4cc0-88a8-eeaa32832c42_1610x926.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F052236e6-099a-4cc0-88a8-eeaa32832c42_1610x926.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F052236e6-099a-4cc0-88a8-eeaa32832c42_1610x926.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F052236e6-099a-4cc0-88a8-eeaa32832c42_1610x926.png\" width=\"1456\" height=\"837\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/052236e6-099a-4cc0-88a8-eeaa32832c42_1610x926.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:837,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" title=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F052236e6-099a-4cc0-88a8-eeaa32832c42_1610x926.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F052236e6-099a-4cc0-88a8-eeaa32832c42_1610x926.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F052236e6-099a-4cc0-88a8-eeaa32832c42_1610x926.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F052236e6-099a-4cc0-88a8-eeaa32832c42_1610x926.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\" fetchpriority=\"high\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>As you can see, this will touch different industries, depending on the stage of this supercycle. <\/p>\n<p><strong>These sub-cycles will work in parallel at a particular stage and reinforce each other.<\/strong><span> <\/span><\/p>\n<p><span>We\u2019re just in the first phase of <\/span><strong><a href=\"https:\/\/businessengineer.ai\/p\/the-web\" rel=\"\">what I\u2019ve called The Web\u00b2.<\/a><\/strong><\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F06b8af73-4f1b-4dd5-8b33-6f3df8eb987d_1580x1626.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F06b8af73-4f1b-4dd5-8b33-6f3df8eb987d_1580x1626.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F06b8af73-4f1b-4dd5-8b33-6f3df8eb987d_1580x1626.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F06b8af73-4f1b-4dd5-8b33-6f3df8eb987d_1580x1626.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F06b8af73-4f1b-4dd5-8b33-6f3df8eb987d_1580x1626.png 1456w\" sizes=\"100vw\"\/><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F06b8af73-4f1b-4dd5-8b33-6f3df8eb987d_1580x1626.png\" width=\"1456\" height=\"1498\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/06b8af73-4f1b-4dd5-8b33-6f3df8eb987d_1580x1626.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1498,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" title=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F06b8af73-4f1b-4dd5-8b33-6f3df8eb987d_1580x1626.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F06b8af73-4f1b-4dd5-8b33-6f3df8eb987d_1580x1626.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F06b8af73-4f1b-4dd5-8b33-6f3df8eb987d_1580x1626.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F06b8af73-4f1b-4dd5-8b33-6f3df8eb987d_1580x1626.png 1456w\" sizes=\"auto, 100vw\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p><strong><span>However, and that\u2019s the interesting take, as <\/span><a href=\"https:\/\/businessengineer.ai\/p\/the-web\" rel=\"\">The Web\u00b2<\/a><span> will be shaped up, it will also work to layer up on top of emerging technologies, finally viable by AI.<\/span><\/strong><span> <\/span><\/p>\n<p><span>Thus, it turns into a <\/span><strong>re-inforcing loop of faster economic progression.<\/strong><span> <\/span><\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a0d3479-197e-4e0c-9ea6-f752983dc640_1518x878.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a0d3479-197e-4e0c-9ea6-f752983dc640_1518x878.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a0d3479-197e-4e0c-9ea6-f752983dc640_1518x878.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a0d3479-197e-4e0c-9ea6-f752983dc640_1518x878.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a0d3479-197e-4e0c-9ea6-f752983dc640_1518x878.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a0d3479-197e-4e0c-9ea6-f752983dc640_1518x878.png\" width=\"1518\" height=\"878\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/5a0d3479-197e-4e0c-9ea6-f752983dc640_1518x878.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:878,&quot;width&quot;:1518,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:189378,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image\/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a0d3479-197e-4e0c-9ea6-f752983dc640_1518x878.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a0d3479-197e-4e0c-9ea6-f752983dc640_1518x878.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a0d3479-197e-4e0c-9ea6-f752983dc640_1518x878.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a0d3479-197e-4e0c-9ea6-f752983dc640_1518x878.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>This will turn into a multi-cycle of AI integration, moving from a feature to a core form factor of a business: <\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F92749ff1-a2d2-4ae3-8dbb-98f3f5335fc3_1324x668.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F92749ff1-a2d2-4ae3-8dbb-98f3f5335fc3_1324x668.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F92749ff1-a2d2-4ae3-8dbb-98f3f5335fc3_1324x668.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F92749ff1-a2d2-4ae3-8dbb-98f3f5335fc3_1324x668.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F92749ff1-a2d2-4ae3-8dbb-98f3f5335fc3_1324x668.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F92749ff1-a2d2-4ae3-8dbb-98f3f5335fc3_1324x668.png\" width=\"1324\" height=\"668\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/92749ff1-a2d2-4ae3-8dbb-98f3f5335fc3_1324x668.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:668,&quot;width&quot;:1324,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:101698,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:&quot;image\/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" title=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F92749ff1-a2d2-4ae3-8dbb-98f3f5335fc3_1324x668.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F92749ff1-a2d2-4ae3-8dbb-98f3f5335fc3_1324x668.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F92749ff1-a2d2-4ae3-8dbb-98f3f5335fc3_1324x668.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F92749ff1-a2d2-4ae3-8dbb-98f3f5335fc3_1324x668.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>That means many organizations, especially those operating in the software industry, must adapt quickly to a new reality. <\/p>\n<p>Why? As this will be a disruptive\/creative moment. <\/p>\n<p><strong><span>Many parts of the previous paradigm will be scrapped, as <\/span><a href=\"https:\/\/businessengineer.ai\/p\/the-transitional-market-dilemma\" rel=\"\">they were transitional in the first place.<\/a><\/strong><a href=\"https:\/\/businessengineer.ai\/p\/the-transitional-market-dilemma\" rel=\"\"> <\/a><\/p>\n<p><strong>Other parts will be kept to build upon and expand many times over.<\/strong><span> <\/span><\/p>\n<p><strong>And since time is running out, they\u2019ll have to do it by \u201cdefending and attacking\u201d the market to prevent falling into the Incumbent Paradox.<\/strong><\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40392ac0-c16f-4946-972a-cc18a00725b7_2476x1494.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40392ac0-c16f-4946-972a-cc18a00725b7_2476x1494.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40392ac0-c16f-4946-972a-cc18a00725b7_2476x1494.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40392ac0-c16f-4946-972a-cc18a00725b7_2476x1494.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40392ac0-c16f-4946-972a-cc18a00725b7_2476x1494.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40392ac0-c16f-4946-972a-cc18a00725b7_2476x1494.png\" width=\"1456\" height=\"879\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/40392ac0-c16f-4946-972a-cc18a00725b7_2476x1494.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:879,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;The Incumbent Paradox&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"The Incumbent Paradox\" title=\"The Incumbent Paradox\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40392ac0-c16f-4946-972a-cc18a00725b7_2476x1494.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40392ac0-c16f-4946-972a-cc18a00725b7_2476x1494.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40392ac0-c16f-4946-972a-cc18a00725b7_2476x1494.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40392ac0-c16f-4946-972a-cc18a00725b7_2476x1494.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p><strong>That means, as a company, you\u2019ll need to preserve (for as long as you can) and wholly reshape, transform, and redefine (potentially also in complete conflict with your core) your business model.<\/strong><span> <\/span><\/p>\n<p>The defend\/attack will only be the beginning of a \u201ccatalyst\u201d that must go through transformation and creation. <\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5faaf8f9-8489-412f-905c-53258a6468b4_2540x1636.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5faaf8f9-8489-412f-905c-53258a6468b4_2540x1636.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5faaf8f9-8489-412f-905c-53258a6468b4_2540x1636.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5faaf8f9-8489-412f-905c-53258a6468b4_2540x1636.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5faaf8f9-8489-412f-905c-53258a6468b4_2540x1636.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5faaf8f9-8489-412f-905c-53258a6468b4_2540x1636.png\" width=\"1456\" height=\"938\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/5faaf8f9-8489-412f-905c-53258a6468b4_2540x1636.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:938,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5faaf8f9-8489-412f-905c-53258a6468b4_2540x1636.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5faaf8f9-8489-412f-905c-53258a6468b4_2540x1636.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5faaf8f9-8489-412f-905c-53258a6468b4_2540x1636.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5faaf8f9-8489-412f-905c-53258a6468b4_2540x1636.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>Yet, that\u2019s where we are today; many incumbents are still in defend-attack mode. <\/p>\n<p>Before they can pass to transform-create mode. <\/p>\n<p><strong>And I\u2019ll use the example of a company trying to do it as we speak: Google.<\/strong><span> <\/span><\/p>\n<p><em>This is part of an Enterprise AI series of (possibly) daily short pieces to tackle many of the day-to-day challenges you might face as a professional, executive, founder, or investor in the current AI landscape. <\/em><\/p>\n<p><em>All these pieces are freely available to you. If you find the piece isn\u2019t enough to help, you can contact me once you join in as a Founding Member.<\/em><span> <\/span><\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2\" target=\"_blank\" href=\"https:\/\/businessengineer.ai\/subscribe\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png\" width=\"1418\" height=\"158\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:158,&quot;width&quot;:1418,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:25576,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:&quot;image\/png&quot;,&quot;href&quot;:&quot;https:\/\/businessengineer.ai\/subscribe&quot;,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" title=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p><span>In\u00a0<\/span><a href=\"https:\/\/businessengineer.ai\/p\/the-build-vs-buy-dilemma-in-enterprise\" rel=\"\">The Build vs. Buy Dilemma in Enterprise AI<\/a><span>, I\u2019ve explained how, at a certain point, building AI into the core will result in a necessary transformation of the whole. <\/span><\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25e8063d-cf66-4bfd-b9f0-5bcef6264cb8_2288x1662.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25e8063d-cf66-4bfd-b9f0-5bcef6264cb8_2288x1662.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25e8063d-cf66-4bfd-b9f0-5bcef6264cb8_2288x1662.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25e8063d-cf66-4bfd-b9f0-5bcef6264cb8_2288x1662.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25e8063d-cf66-4bfd-b9f0-5bcef6264cb8_2288x1662.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25e8063d-cf66-4bfd-b9f0-5bcef6264cb8_2288x1662.png\" width=\"1456\" height=\"1058\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/25e8063d-cf66-4bfd-b9f0-5bcef6264cb8_2288x1662.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1058,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25e8063d-cf66-4bfd-b9f0-5bcef6264cb8_2288x1662.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25e8063d-cf66-4bfd-b9f0-5bcef6264cb8_2288x1662.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25e8063d-cf66-4bfd-b9f0-5bcef6264cb8_2288x1662.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F25e8063d-cf66-4bfd-b9f0-5bcef6264cb8_2288x1662.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>That transformation comes with a complete re-org; there is no way out!<\/p>\n<p><span>The progression from <\/span><strong>technical implementation<\/strong><span> to full-scale <\/span><strong>business transformation<\/strong><span> starts with project-based changes like technology stack and team structure; a <\/span><strong>tipping point<\/strong><span> is reached when technical initiatives demand broader organizational shifts. <\/span><\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac895dde-0b74-439e-8af6-660de547376e_1346x1140.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac895dde-0b74-439e-8af6-660de547376e_1346x1140.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac895dde-0b74-439e-8af6-660de547376e_1346x1140.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac895dde-0b74-439e-8af6-660de547376e_1346x1140.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac895dde-0b74-439e-8af6-660de547376e_1346x1140.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac895dde-0b74-439e-8af6-660de547376e_1346x1140.png\" width=\"1346\" height=\"1140\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/ac895dde-0b74-439e-8af6-660de547376e_1346x1140.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1140,&quot;width&quot;:1346,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:206451,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image\/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac895dde-0b74-439e-8af6-660de547376e_1346x1140.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac895dde-0b74-439e-8af6-660de547376e_1346x1140.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac895dde-0b74-439e-8af6-660de547376e_1346x1140.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fac895dde-0b74-439e-8af6-660de547376e_1346x1140.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>The reason is that integrating that technology into the core will require a cultural shift within the organization, which can only happen via a massive re-org. <\/p>\n<p><span>This marks the transition to a <\/span><strong>strategic initiative<\/strong><span>, requiring changes in business processes, operational models, and strategic capabilities. <\/span><\/p>\n<p><strong>Ultimately, it leads to business transformation involving organizational redesign, cultural shifts, and business model evolution.<\/strong><span> <\/span><\/p>\n<p>This will need to move from a project-focused to an AI-first re-org: <\/p>\n<ul>\n<li>\n<p><strong>Project Focused<\/strong><span>: Focused on tools, task automation, and efficiency. Skills are technical and team-specific, with siloed teams and clear boundaries.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Innovation Driven<\/strong><span>: Innovation-driven, emphasizing process innovation and value creation. Skills shift to cross-functional collaboration, with innovation hubs and fluid boundaries emerging.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>AI-First Re-Org<\/strong><span>: Defined by an AI-first mindset, driving business reinvention and market leadership. Organizations adopt AI literacy, cultural embedding, and adaptive structures, removing traditional boundaries.<\/span><\/p>\n<\/li>\n<\/ul>\n<p>For that, I\u2019ll tackle one specific incumbent\u2019s re-org case study, in which the AI-first re-org is happening as we speak, to defend its market position while attacking the market to try to define what\u2019s coming next!<\/p>\n<p>Whether it\u2019ll succeed or not, we\u2019ll see. <\/p>\n<p>Also, and to be sure, this internal process is not easy; it might seem quite chaotic, it\u2019s pretty violent in terms of demanded change, and it might leave many, not ready to embrace it, out of it. <\/p>\n<p>And yet, that\u2019s happening to the company that has defined the last nearly 30 years of the web\u2026<\/p>\n<p><strong>The strength of Google has always been its bottom-up consumer traction. Without it, there would be no Google.<\/strong><\/p>\n<p>That\u2019s why Google, as a consumer-first company, is aware that not having an AI product as strong as ChatGPT would disrupt its core search business model.<\/p>\n<p><strong>If Google doesn\u2019t aggressively gain market shares by this year to ChatGPT, with an AI native product detached from search, Google might have lost the \u201cAI Chatbots\u201d train for good.<\/strong><\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3373049c-903b-4d86-871e-685be93f88f9_1280x1709.jpeg\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3373049c-903b-4d86-871e-685be93f88f9_1280x1709.jpeg 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3373049c-903b-4d86-871e-685be93f88f9_1280x1709.jpeg 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3373049c-903b-4d86-871e-685be93f88f9_1280x1709.jpeg 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3373049c-903b-4d86-871e-685be93f88f9_1280x1709.jpeg 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3373049c-903b-4d86-871e-685be93f88f9_1280x1709.jpeg\" width=\"458\" height=\"611.5015625\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/3373049c-903b-4d86-871e-685be93f88f9_1280x1709.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1709,&quot;width&quot;:1280,&quot;resizeWidth&quot;:458,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;chart, bar chart, funnel chart&quot;,&quot;title&quot;:&quot;chart, bar chart, funnel chart&quot;,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"chart, bar chart, funnel chart\" title=\"chart, bar chart, funnel chart\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3373049c-903b-4d86-871e-685be93f88f9_1280x1709.jpeg 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3373049c-903b-4d86-871e-685be93f88f9_1280x1709.jpeg 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3373049c-903b-4d86-871e-685be93f88f9_1280x1709.jpeg 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3373049c-903b-4d86-871e-685be93f88f9_1280x1709.jpeg 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><figcaption class=\"image-caption\"><em>2025 is the year where either Google successfully picks up momentum to quickly gain market shares on the AI consumer side with Gemini, or it has lost the closing opportunity window to keep a hold on the future of search.<\/em><\/figcaption><\/figure>\n<\/div>\n<p>That\u2019s why Google consolidated more AI teams into its London-based DeepMind division, led by Demis Hassabis, to streamline development and enhance its AI research-to-deployment pipeline.<\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91291646-b194-4985-8e0c-4f43e6c4c094_1002x744.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91291646-b194-4985-8e0c-4f43e6c4c094_1002x744.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91291646-b194-4985-8e0c-4f43e6c4c094_1002x744.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91291646-b194-4985-8e0c-4f43e6c4c094_1002x744.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91291646-b194-4985-8e0c-4f43e6c4c094_1002x744.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91291646-b194-4985-8e0c-4f43e6c4c094_1002x744.png\" width=\"532\" height=\"395.0179640718563\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/91291646-b194-4985-8e0c-4f43e6c4c094_1002x744.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:744,&quot;width&quot;:1002,&quot;resizeWidth&quot;:532,&quot;bytes&quot;:198647,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:&quot;image\/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" title=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91291646-b194-4985-8e0c-4f43e6c4c094_1002x744.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91291646-b194-4985-8e0c-4f43e6c4c094_1002x744.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91291646-b194-4985-8e0c-4f43e6c4c094_1002x744.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91291646-b194-4985-8e0c-4f43e6c4c094_1002x744.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>This re-org aims to make Google\u2019s Gemini AI rival ChatGPT with a target of 500 million users by 2025. <\/p>\n<p><strong>Whether or not it will achieve it will need to be seen. Byt that is the key take. As a company like Google defends and attacks, it might also figure out a new business unit, completely disjointed by its core, which might become its future. <\/strong><\/p>\n<p><span>Indeed, I\u2019ve explained in <\/span><strong><a href=\"https:\/\/businessengineer.ai\/p\/googles-triadic-ai-move?utm_source=publication-search\" rel=\"\">Google&#8217;s AI Triad<\/a><\/strong><span> the foundation of its business model in the AI era: <\/span><\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F86b3ce04-f301-4a35-afec-b38ecccfa9c5_852x1084.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F86b3ce04-f301-4a35-afec-b38ecccfa9c5_852x1084.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F86b3ce04-f301-4a35-afec-b38ecccfa9c5_852x1084.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F86b3ce04-f301-4a35-afec-b38ecccfa9c5_852x1084.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F86b3ce04-f301-4a35-afec-b38ecccfa9c5_852x1084.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F86b3ce04-f301-4a35-afec-b38ecccfa9c5_852x1084.png\" width=\"474\" height=\"603.0704225352113\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/86b3ce04-f301-4a35-afec-b38ecccfa9c5_852x1084.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1084,&quot;width&quot;:852,&quot;resizeWidth&quot;:474,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F86b3ce04-f301-4a35-afec-b38ecccfa9c5_852x1084.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F86b3ce04-f301-4a35-afec-b38ecccfa9c5_852x1084.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F86b3ce04-f301-4a35-afec-b38ecccfa9c5_852x1084.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F86b3ce04-f301-4a35-afec-b38ecccfa9c5_852x1084.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>That will sit on a hardware infrastructure that will also be used to power up enterprise services via Google\u2019s Cloud infrastructure. <\/p>\n<p><span>In reality, that will be <\/span><strong>primarily leveraged to power up the plethora of consumer products Google develops and distributes.<\/strong><span> <\/span><\/p>\n<p><strong>That\u2019s the company&#8217;s DNA.<\/strong><span> <\/span><\/p>\n<p>Indeed, as of now, we\u2019re looking at a complete redefinition of the search industry into what I\u2019ve called \u201ccognitive discovery.\u201d <\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0cbb04d-6dff-4ec3-a3f6-0decfd070f12_2476x682.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0cbb04d-6dff-4ec3-a3f6-0decfd070f12_2476x682.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0cbb04d-6dff-4ec3-a3f6-0decfd070f12_2476x682.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0cbb04d-6dff-4ec3-a3f6-0decfd070f12_2476x682.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0cbb04d-6dff-4ec3-a3f6-0decfd070f12_2476x682.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0cbb04d-6dff-4ec3-a3f6-0decfd070f12_2476x682.png\" width=\"1456\" height=\"401\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/f0cbb04d-6dff-4ec3-a3f6-0decfd070f12_2476x682.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:401,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0cbb04d-6dff-4ec3-a3f6-0decfd070f12_2476x682.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0cbb04d-6dff-4ec3-a3f6-0decfd070f12_2476x682.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0cbb04d-6dff-4ec3-a3f6-0decfd070f12_2476x682.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff0cbb04d-6dff-4ec3-a3f6-0decfd070f12_2476x682.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p><strong>Yet, and that\u2019s a key take, assuming Google won\u2019t survive as a search engine, the good news is it might transition into something else.<\/strong><span> <\/span><\/p>\n<p>I\u2019ve been tracking for a decade, the side investments Google (more correctly, Alphabet) has placed in many other areas:<\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8bfa56a-1508-40c7-8d55-fe27a641dadc_1023x772.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8bfa56a-1508-40c7-8d55-fe27a641dadc_1023x772.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8bfa56a-1508-40c7-8d55-fe27a641dadc_1023x772.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8bfa56a-1508-40c7-8d55-fe27a641dadc_1023x772.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8bfa56a-1508-40c7-8d55-fe27a641dadc_1023x772.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8bfa56a-1508-40c7-8d55-fe27a641dadc_1023x772.png\" width=\"1023\" height=\"772\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/c8bfa56a-1508-40c7-8d55-fe27a641dadc_1023x772.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:772,&quot;width&quot;:1023,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;google-other-bets&quot;,&quot;title&quot;:&quot;google-other-bets&quot;,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"google-other-bets\" title=\"google-other-bets\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8bfa56a-1508-40c7-8d55-fe27a641dadc_1023x772.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8bfa56a-1508-40c7-8d55-fe27a641dadc_1023x772.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8bfa56a-1508-40c7-8d55-fe27a641dadc_1023x772.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8bfa56a-1508-40c7-8d55-fe27a641dadc_1023x772.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>Out of these investments, an exciting one has come out.<\/p>\n<p><strong>Waymo is one of the hidden gems from Google, now Alphabet.<\/strong><\/p>\n<p>The self-driving company, born as part of Google\u2019s other bets on the future, just raised $5.6 billion and hit a critical milestone of 150,000 paid autonomous trips a week!<\/p>\n<p><strong>Now, Waymo is entering fully autonomous AI by leveraging Google\u2019s Gemini infrastructure via its End-to-End Multimodal Model for Autonomous Driving (EMMA).<\/strong><\/p>\n<p>LLMs like Waymo\u2019s Gemini-powered EMMA could revolutionize self-driving cars by offering a holistic \u201cworld knowledge\u201d base beyond standard driving data, allowing cars to understand and predict complex scenarios.<\/p>\n<p>In short, LLMs use advanced reasoning and adapt to unexpected environments, making them more flexible and practical in real-world conditions.<\/p>\n<p>This shift from modular systems to end-to-end models could reduce accumulated errors and improve decision-making, propelling autonomous driving closer to seamless, safe deployment at scale.<\/p>\n<p>Of course, this is only at the embryonic stage, and we\u2019ll know its real potential in a few years.<\/p>\n<p><em><strong>In the meantime, how does Waymo tackle the autonomous vehicle problem?<\/strong><\/em><\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe450b9fa-4b27-42e2-a59d-9caecef7e63d_1440x668.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe450b9fa-4b27-42e2-a59d-9caecef7e63d_1440x668.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe450b9fa-4b27-42e2-a59d-9caecef7e63d_1440x668.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe450b9fa-4b27-42e2-a59d-9caecef7e63d_1440x668.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe450b9fa-4b27-42e2-a59d-9caecef7e63d_1440x668.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe450b9fa-4b27-42e2-a59d-9caecef7e63d_1440x668.png\" width=\"1440\" height=\"668\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/e450b9fa-4b27-42e2-a59d-9caecef7e63d_1440x668.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:668,&quot;width&quot;:1440,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" title=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe450b9fa-4b27-42e2-a59d-9caecef7e63d_1440x668.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe450b9fa-4b27-42e2-a59d-9caecef7e63d_1440x668.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe450b9fa-4b27-42e2-a59d-9caecef7e63d_1440x668.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe450b9fa-4b27-42e2-a59d-9caecef7e63d_1440x668.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>Assuming Google doesn\u2019t survive as a search giant, can it transform into something else?<\/p>\n<p>Looking at the latest data, it is gaining so much traction to be as large as Lyft in terms of market shares for SF rides!<\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe06bc028-c3bd-4ca7-a728-703f96bd7183_812x475.jpeg\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe06bc028-c3bd-4ca7-a728-703f96bd7183_812x475.jpeg 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe06bc028-c3bd-4ca7-a728-703f96bd7183_812x475.jpeg 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe06bc028-c3bd-4ca7-a728-703f96bd7183_812x475.jpeg 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe06bc028-c3bd-4ca7-a728-703f96bd7183_812x475.jpeg 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe06bc028-c3bd-4ca7-a728-703f96bd7183_812x475.jpeg\" width=\"812\" height=\"475\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/e06bc028-c3bd-4ca7-a728-703f96bd7183_812x475.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:475,&quot;width&quot;:812,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;graphical user interface, application&quot;,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"graphical user interface, application\" title=\"graphical user interface, application\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe06bc028-c3bd-4ca7-a728-703f96bd7183_812x475.jpeg 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe06bc028-c3bd-4ca7-a728-703f96bd7183_812x475.jpeg 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe06bc028-c3bd-4ca7-a728-703f96bd7183_812x475.jpeg 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe06bc028-c3bd-4ca7-a728-703f96bd7183_812x475.jpeg 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>Waymo is the closest view into what it might be of Google in the coming 20-30 years, under a new vest if it doesn\u2019t survive as a search giant.<\/p>\n<p>Thus, even if Google does not survive as a search engine, it might change its skin and become something else.<\/p>\n<p><strong>Again, the underlying AI infrastructure enabling Waymo to scale is Google\u2019s flagship AI model: Gemini!<\/strong><\/p>\n<p><strong>Not only that, but a key take here is that many moving parts of Google, even legacy tech like Google Maps, won\u2019t be scrapped but integrated into the new.<\/strong><span> <\/span><\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64066bc5-93b3-4b2e-85da-3acbd3c93beb_1290x1836.jpeg\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64066bc5-93b3-4b2e-85da-3acbd3c93beb_1290x1836.jpeg 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64066bc5-93b3-4b2e-85da-3acbd3c93beb_1290x1836.jpeg 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64066bc5-93b3-4b2e-85da-3acbd3c93beb_1290x1836.jpeg 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64066bc5-93b3-4b2e-85da-3acbd3c93beb_1290x1836.jpeg 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64066bc5-93b3-4b2e-85da-3acbd3c93beb_1290x1836.jpeg\" width=\"348\" height=\"495.293023255814\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/64066bc5-93b3-4b2e-85da-3acbd3c93beb_1290x1836.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1836,&quot;width&quot;:1290,&quot;resizeWidth&quot;:348,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64066bc5-93b3-4b2e-85da-3acbd3c93beb_1290x1836.jpeg 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64066bc5-93b3-4b2e-85da-3acbd3c93beb_1290x1836.jpeg 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64066bc5-93b3-4b2e-85da-3acbd3c93beb_1290x1836.jpeg 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64066bc5-93b3-4b2e-85da-3acbd3c93beb_1290x1836.jpeg 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>The process of course is not a linear one, a designed one. <\/p>\n<p><strong>It\u2019s a chaotic one, a messy one, where only in hindsight we\u2019ll make sense of the change that happened.<\/strong><span> <\/span><\/p>\n<p>And yet, that starts from a complete re-org based on attack and defense. <\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2 is-viewable-img\" target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90e84fb6-4000-41a5-868c-6fc92b345c2d_2526x1506.png\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90e84fb6-4000-41a5-868c-6fc92b345c2d_2526x1506.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90e84fb6-4000-41a5-868c-6fc92b345c2d_2526x1506.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90e84fb6-4000-41a5-868c-6fc92b345c2d_2526x1506.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90e84fb6-4000-41a5-868c-6fc92b345c2d_2526x1506.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90e84fb6-4000-41a5-868c-6fc92b345c2d_2526x1506.png\" width=\"1456\" height=\"868\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/90e84fb6-4000-41a5-868c-6fc92b345c2d_2526x1506.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:868,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:296331,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image\/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90e84fb6-4000-41a5-868c-6fc92b345c2d_2526x1506.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90e84fb6-4000-41a5-868c-6fc92b345c2d_2526x1506.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90e84fb6-4000-41a5-868c-6fc92b345c2d_2526x1506.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90e84fb6-4000-41a5-868c-6fc92b345c2d_2526x1506.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>Only from there we\u2019ll see transformation and creation of a whole new, that will move far away from what\u2019s today is Google\u2019s core (the advertising business at scale). <\/p>\n<p>That is why Google&#8217;s Strategic Evolution (2024-2030+) focuses on defending its core\u2014search dominance, ad revenue, and infrastructure\u2014while aggressively attacking with initiatives like Gemini AI, DeepMind integration, and expanding user bases. <\/p>\n<p><strong>By attacking and defending, new stuff, also unforeseen, will come about, as transformative first, then creative, to transition the company into something new.<\/strong><span> <\/span><\/p>\n<p>Transitioning to transformation, Google aims to scale Waymo, integrate EMMA, enhance Maps technology, and build AI infrastructure. <\/p>\n<p>The ultimate goal is to create a future defined by a completely different business unit, that in the meantime we\u2019ll become a whole new player in an industry we can\u2019t imagine today (a good bet is autonomous systems via Waymo), with new revenue streams, and market leadership beyond 2030. <\/p>\n<p>Will this go through? <\/p>\n<ul>\n<li>\n<p><strong>Emergence of a Horizontal Enabling Layer:<\/strong><span> AI is becoming an inevitable technology that acts as a horizontal enabling layer, driving an economic supercycle and reshaping industries.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>AI Integration Multi-Cycle<\/strong><span>: Businesses must adapt as AI evolves from a feature to a core business form factor, requiring rapid shifts to defend and attack markets.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>The Tipping Point<\/strong><span>: AI adoption triggers a transition from technical implementation to transformational reorganization, demanding cultural shifts and structural overhauls within organizations.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Project-Focused to AI-First Re-Org<\/strong><span>: Organizations must progress from task-based automation to innovation-driven processes and ultimately an AI-first mindset.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Google\u2019s AI Re-Org<\/strong><span>: Facing disruption from AI tools like ChatGPT, Google is reorganizing around AI with Gemini and DeepMind to defend search dominance and attack emerging markets.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Gemini AI and Consumer AI Push<\/strong><span>: Google targets 500M users for Gemini AI by 2025, leveraging consolidated AI teams and a streamlined research pipeline to rival ChatGPT.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Waymo as Google\u2019s Future?<\/strong><span> Waymo, powered by Gemini and EMMA, demonstrates Google\u2019s potential transformation from a search engine to an autonomous systems leader.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Cognitive Discovery in Search<\/strong><span>: Google is redefining search into \u201ccognitive discovery,\u201d combining AI infrastructure with consumer-first DNA to stay competitive.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Strategic Evolution Framework<\/strong><span>: Google balances defending its core, attacking new opportunities, and creating future-focused business units, aiming for long-term market leadership.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Autonomous Systems as a New Frontier?<\/strong><span> If Google\u2019s search dominance fades, its investments in Waymo and AI infrastructure position it to thrive in autonomous driving and other industries beyond 2030.<\/span><\/p>\n<\/li>\n<\/ul>\n<p><strong>With massive <\/strong><span>\u2665\ufe0f <\/span><strong>Gennaro Cuofano, The Business Engineer<\/strong><\/p>\n<p><em>This is part of an Enterprise AI series of (possibly) daily short pieces to tackle many of the day-to-day challenges you might face as a professional, executive, founder, or investor in the current AI landscape. <\/em><\/p>\n<p><em>All these pieces are freely available to you. If you find the piece isn\u2019t enough to help, you can contact me once you join in as a Founding Member.<\/em><span> <\/span><\/p>\n<div class=\"captioned-image-container\">\n<figure><a class=\"image-link image2\" target=\"_blank\" href=\"https:\/\/businessengineer.ai\/subscribe\" data-component-name=\"Image2ToDOM\" rel=\"\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png\" width=\"1418\" height=\"158\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:158,&quot;width&quot;:1418,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:25576,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:&quot;image\/png&quot;,&quot;href&quot;:&quot;https:\/\/businessengineer.ai\/subscribe&quot;,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false}\" class=\"sizing-normal\" alt=\"\" title=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F324a5102-e0c3-429a-921a-83f4437cd3c6_1418x158.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>With AI development in full swing and a just-announced $500 billion plan to further build the infrastructure to serve the future business ecosystem, the industry&#8217;s development is inevitable. Of course, as I\u2019ve explained in AI Supercycle, this economic paradigm will play out in 30-50 years. As you can see, this will touch different industries, depending [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":41174,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[95],"tags":[21489,1256,21488,13754,10933],"dealstore":[],"offerexpiration":[],"class_list":["post-41173","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-internet-business","tag-cuofano","tag-game","tag-gennaro","tag-googles","tag-plan"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Google\u2019s AI Game Plan - by Gennaro Cuofano - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=41173\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Google\u2019s AI Game Plan - by Gennaro Cuofano - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"With AI development in full swing and a just-announced $500 billion plan to further build the infrastructure to serve the future business ecosystem, the industry&#8217;s development is inevitable. 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