Limitless Podcast Google Took a Bite Out of Apple: The Gemini Masterplan
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Jan 14, 2026 This week saw Google strike a major deal with Apple, integrating its powerful Gemini AI, which could reshape Siri's landscape. With Google's market cap surging beyond $4 trillion, they launched Gemini in Gmail to streamline email management. The Universal Commerce Protocol aims to revolutionize online shopping by linking major retailers like Walmart and Shopify. The discussion also touches on consumer concerns about competition and how these shifts could impact the market dynamics.
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Google Captured Choke Points
- Google captured distribution choke points instead of shipping new features, consolidating power across devices and services.
- This week’s moves create an operating system-for-life where Gemini becomes the brain across phones, inboxes, and shopping.
Google's Rapid Comeback In AI
- Josh recalls Google as a past 'laughingstock' in AI that has since surged in market cap and capability.
- This rapid comeback frames why Google can now secure big partnerships like Apple and broad product embeds.
Apple Chooses Gemini As Its Brain
- Apple will power its next-generation foundation models with Google's Gemini and pay Google roughly $1B per year.
- The deal signals Apple chose Google for scale and multimodal capability rather than building its own model from scratch.