Oh, did you see how Google AI mode is going to get super popular now? It's already actually growing in popularity. They have over 100 million active users, but they're integrating into Chrome. So it doesn't matter where you are on the web, you can get help from Google AI mode for anything you want. The funny thing about this Chrome, this new Chrome now, it's basically what all these other browsers were doing, comment, Dia, all these other ones. and it's like, oh, summarize this YouTube video.

Oh, do this shopping for me on Instacart or whatever. And Google is going to have, Chrome's going to have so much more data on you now that their ads are going to become way stronger. Yes. I think Google AI mode is going to become extremely popular. it's going to go from 100 million active users to hundreds and hundreds of millions of

active users, if not a billion, really fast.

I think Google's in a really good spot.

Dude, you got quantum, you got Waymo, you got, they're in the lead.

Nano banana.

Yeah, nato banana, Vio3, everything.

Yeah.

They have really good products.

I was talking to an AI video creation company, text video. Mm-hmm. And I'm an investor in a fund, and the fund invested in this company. So they're just picking my brain. They do good revenue, not like a million, $2 million, like substantially more. They're not at 100, but you get the point, right?

And we were talking to them. They're still growing at a really rapid pace. I was like,

I'm like, your biggest threat, I'm like, you guys need a free version of your product. And I was like, you need this as quick as possible. And I'm like, your biggest threat is Google's video

generation and image generation products are amazing.

I think they're, I've used a lot of the ones in the space.

I actually think Google has the best video and image generation products out there.

I agree.

And they're actually doing a better job of marketing these now because they have multiple Twitter accounts, one for notebook LM, one for VLAG, one for Nano Banana.

And they're actually getting a lot of impressions and they're crossoting each other now. So they're starting to pick it up on the marketing side for these products. Yeah, but hands down, I was like, they're going to crush you. And if you don't believe it, even if you're growing because the market's big, they're going to crush you because they can just make everything for free. do the fact that if it costs them $2 billion to run it for free, but it generates them extra $10 billion in ad revenue. That's a huge profitable win for them. They'll do it all day. All day long. Dude, this is why we talked about this. Google has one of the best distribution in world. They just suck that marketing for a little bit they're getting better now Uber as an example they're actually transitioning to this uh they're just

they have all that distribution they're partnering up with like Waymo they're trying to get Elon

Uber's partnering with Waymo they're trying to partner up with like all the you sure that's not

Lyft just to announce a partnership no they're trying to partner up with autonomous vehicles now and they're trying to partner up with different different the you sure that's not lift lift just to announce a partnership no they're

trying to partner up with autonomous vehicles now and they're trying to partner up with different different fleet so imagine if you have like a fleet of cars in the future you can add it to the uber network and they're they're i think they're going to try to convince Elon to do the same thing with the robot taxis because it's like it's a win win win for everyone right and their whole thing now is you know, it's whatever humans need,

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