AI is entering the distribution era—and Google is positioned to dominate it. With Gemini becoming the default AI across Android, iPhone (via Siri), Chrome, and Search, Google controls the surfaces billions use daily. In the next phase of AI, distribution—not benchmarks—will determine the winners.

Many leaders assume AI can replace their development teams. The truth? AI coding tools amplify great engineers but can’t match their system-level understanding. The smartest approach is to empower skilled developers with AI—not expect AI to replace them.

Yes, we’re in an AI bubble—corporate spending and startup valuations have become detached from business reality. Just like the dot-com era, a correction is coming. The survivors will be companies that use AI to solve real problems and generate measurable ROI.