Receipt
Filed August 3, 2026
The short version
Ben Thompson predicted on January 1, 2024: “Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search.” Verdict: Still evolving. Google has indeed highlighted Veo as a key AI offering. OpenAI has continued to integrate search-like capabilities into its products, increasing competitive pressure on Google…
Prediction by
Ben Thompson
On January 1, 2024
“Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search.”
Follow-up
Google has indeed highlighted Veo as a key AI offering. OpenAI has continued to integrate search-like capabilities into its products, increasing competitive pressure on Google Search, though a full disruption is still evolving.
Original source
stratechery.comFrom the High Caliber AI network — see the AI for PR module in the course.
