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Opening up the reader mailbag to kick off the new year.

At the moment, there’s also a macro belief among the CEOs driving a lot of the spending on infrastructure for AI that its impact will be deflationary and lead to GDP growth. The algorithm definitely won’t be sold, but as I’ve explained before, that isn’t as important a factor as it was the last time TikTok was facing a ban. It’s going to be difficult to achieve Sundar Pichai’s 2025 mandate of making Gemini a serious rival to ChatGPT on the consumer side, but Google has a fountain of money, the technical talent, and unrivaled distribution.

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