Milk Road AI Google and Anthropic Are Pulling Away From Everyone Else w/ Ejaaz
22 snips
Jan 21, 2026 Ejaaz, an investor and podcast host from Limitless, provides intriguing insights into AI dynamics. He discusses Google’s immense advantage in data by integrating Gemini with its services, enhancing user experience. Ejaaz highlights Anthropic’s innovative tools like Claude Code and Claude Cowork, which replace traditional knowledge work. With predictions about AI’s future in e-commerce and health, he reveals the potential of autonomous devices and forecasts significant market shifts in 2026. Expect big advancements and investments in this thriving landscape!
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Google's Data Advantage Is A Game Changer
- Google flips a data-mode switch by connecting Gemini to Gmail, Workspace, Maps, and more.
- That access creates personalized models with capabilities other labs cannot match.
Apple Licensing Confirms Google's Scale
- Apple's Gemini licensing gives Google instant distribution across billions of devices.
- That deal signals Google is the only lab with the stack and scale Apple needed now.
Gemini Aims To Own E‑Commerce Intent
- Google launched a Universal Commerce Protocol to let Gemini handle purchases end-to-end.
- That could shift intent capture from Amazon to Google and make Google the commerce layer.