Google's powerful AI tool, NotebookLM, remains relatively unknown because it's buried within the Google brand, similar to the fate of Google+. To reach its full potential, it needs to be spun out with its own domain and identity, like YouTube was. A standalone brand would allow it to find its audience and grow independently.
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While competitors focus on subscription models for their AI tools, Google's primary strategy is to leverage its core advertising business. By integrating sponsored results into its AI-powered search summaries, Google is the first to turn on an ad-based revenue model for generative AI at scale, posing a significant threat to subscription-reliant players like OpenAI.
While other AI companies are hesitant, Google is expected to lead LLM ad integration. As a company built on ads, it is culturally positioned to implement monetization quickly and effectively, unlike competitors that may view ads as a necessary evil rather than a core competency.
Google's strategy of integrating its AI, Gemini, directly into its widely-used Chrome browser gives it a massive distribution advantage over standalone tools like ChatGPT. By making AI a seamless part of the user's existing workflow, Google can make its tool the default choice, which marketers must optimize for.
Contrary to popular narrative, Google's AI products have likely surpassed OpenAI in monthly users. By bundling AI into its existing ecosystem (2B users for AI Overviews, 650M for the Gemini app), Google leverages its massive distribution to win consumer adoption, even if user intent is less direct than visiting ChatGPT.
In a future where Google can synthetically create content, the ultimate differentiator is brand. As Google co-founder Larry Page noted, "brands are the signal in the cesspool." Businesses must focus on building brands that people know, love, and visit directly. This creates a defensible moat that can't be replicated by AI-generated content.
Individual sellers can use free tools like Google's NotebookLM to build their own specialized AI agents now. By uploading books, articles, and podcasts on topics like prospecting or upselling, they create a personal knowledge base to get instant, tailored answers and stay ahead of the curve.
To make company strategy more accessible, Zapier used Google's NotebookLM to create a central AI 'companion.' It ingests all strategy docs, meeting transcripts, and plans, allowing any employee to ask questions and understand how their work connects to the bigger picture.
Instead of a traditional blog, IT management firm Kanji created a media property on a separate domain. This strategy unexpectedly led to it being treated as an authoritative external source by LLMs. As a result, 17% of new leads now report finding the company through AI-powered search tools.
While OpenAI leads in AI buzz, Google's true advantage is its established ecosystem of Chrome, Search, Android, and Cloud. Newcomers like OpenAI aspire to build this integrated powerhouse, but Google already is one, making its business far more resilient even if its own AI stumbles.
Instead of offering a model selector, creating a proprietary, branded model allows a company to chain different specialized models for various sub-tasks (e.g., search, generation). This not only improves overall performance but also provides business independence from the pricing and launch cycles of a single frontier model lab.
