The short version

Alex Kantrowitz predicted on July 31, 2024: “But so far, Google’s made it through the first generative AI wave with far less damage than anticipated. And now it may be moving forward from a position of strength. [...] Generative AI technology, meanwhile, is boosting Google’s cloud services unit as enterprises try to unlock its value.” Verdict: Called it. Kantrowitz's assessment…

Prediction by

Alex Kantrowitz

On July 31, 2024

“But so far, Google’s made it through the first generative AI wave with far less damage than anticipated. And now it may be moving forward from a position of strength. [...] Generative AI technology, meanwhile, is boosting Google’s cloud services unit as enterprises try to unlock its value.”

Follow-up

Kantrowitz's assessment that Google would navigate the initial generative AI wave largely unscathed, emerging from a 'position of strength' bolstered by AI-driven cloud growth, was substantiated by financial and market data through 2025. Google's dominant position in search and advertising remained unchallenged, and Google Cloud continued to thrive due to escalating interest in generative AI.

From the High Caliber AI network — see the AI for PR module in the course.