Part 9/16:
The AI application ecosystem is also witnessing intense competition. Market share data shows that OpenAI, once commanding close to 90% traffic share in generative AI, has seen its dominance diminish slightly, now holding around 75%. Meanwhile, competitors like Google’s Gemini are expanding rapidly, aided by integrating AI into search functions and other products. Google’s strategic investments—owning significant stakes in Anthropic, SpaceX, and acquiring key assets like Doubleclick, YouTube, and Android—continue to reinforce its position as a dominant tech conglomerate.