When ChatGPT was released, the company most impacted was supposed to be Google. But over the past year Google has surpassed OpenAI’s models and Gemini is gaining market share. This week, the company also won a deal to power Apple’s Siri and announced a shopping protocol. It looks like 2026 may again be the year of Google.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Google powering Siri
- Google’s shopping protocol
- Delta’s results and the K-shaped economy
Companies discussed: Apple (AAPL), Alphabet (GOOG, GOOGL), Delta (DAL), United (UAL), Meta Platforms (META).
Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineer: Dan Boyd
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