Google Gemini beats ChatGPT by turning AI into a default, not a destination
Google is winning the AI chatbot race not through viral demos, but by embedding Gemini into its ecosystem of Search, Chrome, and Android. With 89.8% search market share and 71.4% browser dominance, Google transforms AI from a destination into default behavior. Yet this strategy forces the tech giant to confront the Innovator's Dilemma as it risks disrupting its own advertising-driven business model.