> From and investor and "market" perspective, he only AI that matters is the one built into your phone, TV, car, and all your smarthome appliances.

They can still be disqualified culturally speaking, as in, yeah every time you unbox a new smartphone it forces you to accept terms and conditions, yet you never open Gemini or Siri. That's great for the someone that will get that promotion and pay raise.

An investor sees that app installs are increasing and that's "great for business," yet it's shallow because the real app usage isn't that high.

"How come we have so many new installs but Claude is far more used?" They have all that telemetry, they should know that for certain.

Google and Apple can force installation and even terms and conditions agreement, but they cannot fake user commitment.

> Google and Apple completely own this space.

Microsoft bundled Internet Explorer, and once it became technically inferior (IE7+) to others, Chrome and Firefox ate the market share of it. Then it was Chrome all the way in.

Internet Explorer became "the browser you loved to hate," and they even did a campaign on that motto.

The technical debt was so heavy, they had to start over with Edge, and it still doesn't gain market share as it is expected. Just because it comes deeply ingrained in the mobile OS that still doesn't grant them ability to win the hearts of the users.

I'm one of those that delete the Gemini app every now and then (it becomes auto-installed with each OS update, it's hostile behavior).

Gemini and Siri still have to be good even if it's forced on our devices. We already know Siri lost it[0]. Siri is comically bad.

[0]: https://news.ycombinator.com/item?id=50104465

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