Over the past three years, since ChatGPT, I have highlighted the threat it poses to the classic Google search model.
But also why, regardless of that, Alphabet will be one of, if not the most successful AI companies.
Google is executing a defensive transformation that reveals the fundamental tension facing all legacy platforms: how to integrate AI without destroying your core business model. Their strategy demonstrates sophisticated adaptation on multiple fronts, but it’s not just about defense.
Google attacks and defends simultaneously, leveraging its unique advantages to control the entire AI value chain while protecting its $300 billion-plus annual revenue stream that depends on the user behavior AI is designed to eliminate.
The four-pronged monetization defense
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