RECEIPT #BEN-TH
JAN 01, 2024
PREDICTION BY
Ben Thompson“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.com