The Enemy of My Enemy
I read today that Alphabet (Google’s parent company) has hit a valuation of $4 trillion. That is a number so large it feels abstract, like the distance to a star. But what caught my eye wasn’t the zero-count, but the reason behind it: Apple chose Google.
For years, these two have been the Montagues and Capulets of Silicon Valley. Blue bubbles vs. Green bubbles. iOS vs. Android. Yet, here we are. Apple has officially tapped Google’s Gemini to power Siri. It seems that in the face of the AI arms race, old rivalries are less important than survival.
A Marriage of Convenience
It’s a fascinating turn of events. Apple, the fortress of privacy and “integrated hardware,” admitting it needs help with the brain inside the machine. And Google, often criticized for its fragmented ecosystem, suddenly becoming the intelligence inside the iPhone’s walled garden.
The article mentioned that OpenAI’s GPT-5 left investors “underwhelmed,” leaving the door open for Google to surge ahead. It makes you wonder - is this the moment the AI landscape finally solidifies? Or is this just another temporary alliance in a war that is far from over?
The Valuation Vertigo
$4 trillion. It places Alphabet in the stratosphere, joining the ranks of Nvidia and Microsoft. But I can’t help but feel a bit of “valuation vertigo.”
While Wall Street celebrates the “Gemini era,” I’m reminded of the fragility of these moments. Just a year ago, people were writing Google’s obituary. Now, they are the second most valuable company on Earth. It proves one thing about the tech world: you are only as good as your latest update.
I suppose the lesson here is simple. If you can’t beat them, join them. Or better yet, lease your brain to them for a few billion dollars.