[Gareth321]

It's an edge but I think it's going to become hard to gate data as they do. Soon our AI assistants will see and hear everything we see and hear in real-time. All of that will be ingested somewhere. Google can't prevent us from recording the things we see and hear.

Perhaps the competitive moat of the future will be time critical access to data. Google likely gets new data faster than everyone else, and they could use this time arbitrage in products like news, finance, research, etc.