The reason Warren Buffett bought $GOOG is hidden here 👇

Over the past year, Gemini's website traffic share for generative AI increased from 5.4% to 18.2%, eating into about 13% of the market share that originally belonged to OpenAI.

This growth rate is no longer just a "test the waters" for Google; its AI strategy is starting to take effect. When Gemini is integrated into search, Android, and Workspace, millions of existing users no longer think about whether to try it—they just use it directly.

Is this change in market share due to a huge gap between models? In my opinion, it's more because the entry points have changed. It's not that ChatGPT users are collectively abandoning ship; I think it's more that new users are no longer only entering through one door. After all, the Nano Banana style has already become popular in the community.

But having multiple distribution entry points necessarily leads to success? Copilot has hardly made any progress! Even though it has been rolled out across Windows, Office, and Edge, unlike the crypto world, AI is still very important for products (yes, I’m secretly referring to a certain perp).

OpenAI remains the dominant leader in generative AI, and recently, they are exploring the possibility of placing ads on web pages. This is far more feasible than the previous assumption that ads would primarily appear in search results for advertisers, ensuring objectivity and quality in search.

The difference between models may be subtle for ordinary users; the next step is to see who can integrate more naturally into users' daily lives. And with a complete ecosystem, Google undoubtedly has more potential.

Can the put options I’ve been selling at 300 be given a chance to add to my position?