Not at all surprised by Gemini's over-delivery. In Mage 7, Microsoft has operating systems and PCs, Amazon has e-commerce, Meta has social platforms, Apple has hardware and operating systems, Tesla has electric vehicles, NVIDIA has GPUs, while Google only has search—which is the easiest to be replaced by AI—and a bunch of open-source AI frameworks that haven’t been commercialized. If they don’t go ALL-in, the company might not survive. Technically, having mature AI frameworks and advanced text search technology for large models is crucial.