Big Technology Podcast Is Google's Gemini Winning?, Thinking Machines Drama, Claude Cowork’s Potential
253 snips
Jan 16, 2026 
Ranjan Roy, a tech commentator from Margins, joins the discussion to dissect recent advancements in AI. They explore Google's potential dominance with its Gemini model and its integration with Siri. The duo debates the implications for Google's ad model and ponders which company—Google or OpenAI—will excel in AI-driven advertising. They also tackle the concerning state of Thinking Machines Lab amidst recent turmoil, and introduce Claude Cowork, a new tool empowering non-coders to leverage AI. It’s a fascinating dive into the future of technology!
AI Snips
Chapters
Transcript
Episode notes
Google's Complete AI Advantage
- Google has the model, resources, products, and data access required to dominate generative AI if it puts them to work.
- The Apple-Google Gemini deal and distribution into Siri significantly accelerates that product and data flywheel.
LLM Advertising Remains An Open Prize
- The core monetization of LLM-based search ads is unresolved and will decide which company captures ad value.
- Google has the ad expertise, but OpenAI or others could innovate new ad formats tied to LLMs.
Personal Intelligence Amplifies Gemini
- Google’s Personal Intelligence opt-in links Gemini to users' searches, emails, photos, and more to deliver personalized answers.
- That personalization creates massive product advantage and potential value for advertisers.