The reason Buffett bought $GOOG is hidden here 👇

Buffett used 10% of his cash to buy Google stock, already gaining a 50% return 🫡

In the past year, Gemini's website traffic share for generative AI increased from 5.4% to 18.2%, eating away about 13% of the market share originally belonging to OpenAI.

This growth rate is no longer just "testing the waters" for Google; the 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 the 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 no longer only go through one door. After all, Nano Banana’s style has already become popular in the community.

But having multiple distribution entry points guarantees success? Copilot has hardly made any progress! Even though it’s already rolled out in Windows, Office, and Edge, unlike the crypto world, AI is still very important for products (yes, I’m again hinting at some 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, ensuring objectivity and quality in search.

The difference between models may be subtle for ordinary users, but 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.

Been selling 300 strike put options, can I get a chance to add to my position?