The reason why Buffett bought GOOG is hidden here In the past year, Gemini's share of website traffic in generative AI has increased from 5.4% to 18.2%, eroding about 13% of the market share that originally belonged to OpenAI. This growth rate is no longer a "trial run" for Google, and the strategy of returning to AI is starting to take effect. When Gemini is infiltrated by search, Android Workspace， Massive existing users no longer think about whether or not to give it a try, but simply use it casually. Is the change in market share due to a significant generation gap between models? In my opinion, more things have changed because of the entrance. It's not that ChatGPT users are collectively running away, I think it's more like new users are no longer just walking through one door. After all, the art style of Nano Banana has become popular in the industry. But does having a distribution intersection guarantee success? Copilot has hardly made any progress! Even though it has already been rolled out in Windows, Office, and Edge Unlike the cryptocurrency industry, AI is still very important for products (yes, I am also in a certain PERP of Yin Yang) OpenAI remains the dominant force in generating AI and has recently been exploring the possibility of placing advertisements on web pages. This is far more feasible than what people previously thought would give advertisers priority in search results, ensuring the objectivity and quality of the search. The differences between models may be subtle for ordinary users, so it depends on who can more naturally fit into their daily lives. Google, which has a complete ecosystem, undoubtedly has more potential. Can you give me an opportunity to increase my position by selling a put option on 300?