Google’s Hot Start to 2026

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4.3 • 3.1K Ratings

🗓️ 14 January 2026

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

When ChatGPT was released, the company most impacted was supposed to be Google. But over the past year Google has surpassed OpenAI’s models and Gemini is gaining market share. This week, the company also won a deal to power Apple’s Siri and announced a shopping protocol. It looks like 2026 may again be the year of Google. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Google powering Siri - Google’s shopping protocol - Delta’s results and the K-shaped economy Companies discussed: Apple (AAPL), Alphabet (GOOG, GOOGL), Delta (DAL), United (UAL), Meta Platforms (META). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Google had a hot end to 2025 and is starting 2026 on fire.
0:10.0	Motley Full Money starts now.
0:16.0	Welcome to Motley Full Money. I'm Travis Hoyam, joined today by Lou Whiteman and Rachel Warren.
0:25.9	We've got to start with Google, guys. There's a lot going on with Google, but let's start with the Apple deal.
0:32.2	Apple has chosen its partner for updating Siri. You know, there's thoughts that maybe they would be able to do this internally, but Open
0:39.5	AI kind of had the inside track, if you will, because they announced that partnership, what,
0:44.2	a year, a year and a half ago to kind of marry the two, but it's actually Google that's going
0:49.2	to be improving in some way Siri with Gemini.
0:53.4	Rachel, what is going on here?
0:55.3	Is Google not only caught up to Open AI, but is now passing them since Apple has chosen
0:59.7	them as the partner here?
1:01.2	I actually think this partnership makes a lot of sense when you dig into it a bit more,
1:06.2	as opposed to what we've been talking about, which was maybe Apple and Open AI partnering
1:10.4	here.
1:11.0	You've got to bear in mind why we've been looking for the next generation of Siri.
1:15.2	And this has been true for a long time.
1:16.7	I mean, internal testing for the kind of so-called Siri 2.0 had showed a 33% failure rate previously.
1:23.3	So Apple wanted and needed to seek outside help.
1:26.9	You know, you could maybe call this a setback for
1:29.1	Open AI, but honestly, I just think there's a lot of reasons why this was a really cohesive
1:34.2	strategy to bring Google in on this. So from what we're seeing, Apple reportedly chose Alphabet's
1:40.4	Gemini technology because it really provides, in their view, the most capable foundation for Apple's own models.
	...

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