Motley Fool Money Google’s Hot Start to 2026
20 snips
Jan 14, 2026 
Lou Whiteman, an investment analyst known for his insights on corporate strategy, and Rachel Warren, a technology and consumer trends analyst, unpack Google's impressive resurgence. They delve into how Google is now powering Siri, enhancing its competitive edge, and the significance of its shopping protocol. The duo also contrasts Google's steady approach with OpenAI's rapid advancements, while analyzing Delta's earnings amidst shifting travel trends, highlighting a K-shaped economy.
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Google Wins Siri Partnership
- Apple chose Alphabet's Gemini to upgrade Siri because Google offers scale, infrastructure, and an existing relationship with Apple.
- This deal signals Google has closed much of the gap with OpenAI in practical deployments.
Infrastructure Is A Competitive Moat
- Google's massive data centers and custom TPUs give it a cost and scale advantage for serving many iPhones.
- Those infrastructure advantages make Google harder for startups like OpenAI to economically match.
Tortoise Versus Hare In AI
- OpenAI generates hype but lacks the scale and revenue of big tech, so its flashy launches don't guarantee dominance.
- Google is steadily improving capabilities and infrastructure, playing a slower but effective game.