The trick is antitrust style bundling. The massive pile of documents and processes tied to GSuite is a moat which makes it hard to switch to something like o365. Since a company might effectively be locked into GSuite (the primary product), if Google forces companies to buy Gemini (the secondary product) by bundling it with GSuite, they've given themselves a moat in the LLM space using their document/email moat from GSuite.
This is essentially what Google has done, and it's a shame the US is so weak on enforcing antitrust laws.
It can be if it’s really sticky. But I don’t think ai models themselves will ever be sticky, the harnesses might be. But there is very little money to make in the harness itself, and they are also very easy to copy, so yeah, no moat
The trick is antitrust style bundling. The massive pile of documents and processes tied to GSuite is a moat which makes it hard to switch to something like o365. Since a company might effectively be locked into GSuite (the primary product), if Google forces companies to buy Gemini (the secondary product) by bundling it with GSuite, they've given themselves a moat in the LLM space using their document/email moat from GSuite.
This is essentially what Google has done, and it's a shame the US is so weak on enforcing antitrust laws.
It can be if it’s really sticky. But I don’t think ai models themselves will ever be sticky, the harnesses might be. But there is very little money to make in the harness itself, and they are also very easy to copy, so yeah, no moat