Google seems scared. Customers seem ready to jump. Behaviors are shifting fast and furious.

While I tend to think Google is in the best possible position to win the AI wars, they’re also the fattest target for startups like OpenAI. The Mary Meeker report illustrates many of the ways that ChatGPT, Perplexity, and Anthropic threaten the Big Tech status quo. But, increasingly, Google’s own actions also show that they’re concerned. My suspicion is that their data — which they have more of than any...