by Shelt Garner
@sheltgarner
As I keep saying, I think it’s at least possible that OpenAI is going to implode like Netscape Communications did 30 years ago. Remember, it was Netscape’s IPO just about 30 years ago that was the kick off to the Dotcom bubble.
But Google is being really, really aggressive. The idea that they would make Gemini the centerpiece of Gmail kind of blows my mind. That is a crown jewel of Google services and making it so you can’t avoid Gemini if you use Gmail is a pretty lit maneuver on Google’s part.
And, yet, I suppose, in its own way, it was inevitable. At the moment, I just don’t see how OpenAI doesn’t follow the fate of Netscape. In this case, Netscape is to OpenAI what Microsoft is to Google.
Google is well on track to crush OpenAI if it really does make it impossible to use any of its services without seeing the Gemini brand. That’s just kind of deep.
