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A Victory Over OpenAI
AI Distribution Battle Gets Heated
Large Car Companies Are The Next Frontier
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In an industry where distribution is a key measure, GM (NYSE: GM) says it will put Google’s Gemini in 4 million cars. Unlike other voice-controlled systems, Gemini will integrate sophisticated software, powered by its AI, into vehicles from the largest US car company. GM’s market share in the US is about 18%, which is ahead of Ford and Toyota, which are closer to 13%.
Tesla (NASDAQ: TSLA) already has a similar system, which uses Grok. Grok is the chatbot of xAI, which is controlled by Elon Musk. Musk also controls Tesla. The Tesla product requires an AMD processor and recently installed Tesla software.
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Gemini is in a race for market share in the chatbot market. It is hard to know exactly which company is winning that race. In terms of downloads at Apple’s App Store, Gemini ranks third behind OpenAI’s ChatGPT and Althropic’s Claude.
Gemini’s primary distribution channel is Google products, particularly its search engine. These are called “AI Overviews” and are at the top of a search page above links to other sources. The use of this feature has to be in the millions, if not much larger. Gemini also runs on other Google products, which include Gmail.
The significance of the GM deal is that it opens a new horizon for Gemini. It means a third party, a major corporation, has decided to use Gemini over alternatives. There is likely no reason GM could not have picked a competing product. InsideEVs reported, “Google’s Gemini, drivers and passengers will be able to ask natural questions and get relevant answers.”
The GM deal is part of a larger expansion beyond Google products. The most important of these, so far, is integration into Apple’s (NASDAQ: AAPL) iPhone. Gemini will run parts of Apple Intelligence and enhance Siri’s features.
Finally, one of the benefits of the deal for Google is that there is a perception of a war among the major AI companies. Recently, it was reported that OpenAI had missed its user and financial targets, an exceptional blow to the company, which has been considered the AI market leader.
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