GOOG Revival After Brin's return in 2023, Google reignited its fighting spirit, exploding across three major fields: Waymo Now covering the Bay Area + Los Angeles-San Diego route, rapidly expanding after publishing its end-to-end neural network paper on October 30. TSLA's data moat has been broken, leaving manufacturing as its only advantage. TPU Gemini 3.0 leads in multimodal capabilities, and TPU performance is gaining recognition. Anthropic has ordered $1 billion worth of TPUs, and OpenAI is also testing them. Google doesn’t sell TPU chips → power hosting providers (like IREN with 1.4GW) will become the biggest winners. The rise of TPUs will suppress Nvidia GPU value, benefiting AVGO ($400M IP + packaging) and LITE (optical interconnect). Gemini YouTube + Search + Pixel form the strongest data + distribution closed loop, leading in multimodal capabilities, directly propelling Google far ahead in the robotics race.