Google is steadily expanding its moats for GenAI again.
Google started as a laughing stock in the GenAI arms race with the failed Bard demo.
Google started as a laughing stock in the GenAI arms race with the failed Bard demo.
Many thought they would make a good example of how a big and slow incumbent gets disrupted by agile startups like OpenAI, Anthropic, and Perplexity.
Yet today, Google leads in areas like image editing and generation with Nano Banana, and video generation with Veo 3.
While there’s no official data on LLM API market share, I’ve personally been using Gemini API more than others.
Why?
Because of native search grounding with Google Search.
I’ve tried using other LLMs with other SERP providers, but the results just aren’t as accurate or useful.
Now, Google has gone further by adding Google Maps as a grounding tool. This opens up new use cases such as:
1️⃣ Travel planning with real-time place information and reviews
2️⃣ Personalized restaurant or café recommendations based on context
3️⃣ Real estate search with neighborhood insights
4️⃣ Smart assistants that answer hyper-local queries
5️⃣ Group activity planning with location-based suggestions
This shows once again that ecosystem and distribution moats are among Google’s greatest competitive advantages.
For developers and businesses, this is a clear signal: building on top of Google’s ecosystem offers a significant advantage. Leveraging these integrated tools can lead to more powerful and context-aware applications with less effort.
What are your thoughts? Is Google’s ecosystem moat becoming insurmountable for its competitors? What are your preferred LLM API providers?
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