Google Has A Huge Edge Over OpenAI, Microsoft, Says Cloudflare CEO— And It All Comes Down To Data: 'Whoever Has The Most...Wins' - Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL)

Core Insights - Google has a significant data access advantage over competitors, allowing it to see 3.2 times more web pages than OpenAI and 4.8 times more than Microsoft [2][4] - Google's search dominance enables it to access parts of the internet that are not available to other companies, as many have allowed Google to bypass paywalls [3][4] - The amount of data a company can access is crucial in determining success in the AI sector, with Alphabet's Gemini outperforming competitors due to its superior data access [4] Group 1: Data Access Comparison - Googlebot accesses 3.2 times more web pages than OpenAI, and 4.8 times more than Microsoft [2] - Other AI companies, like Anthropic, have similar access levels to Microsoft, indicating a significant disparity in data access among AI firms [2] Group 2: Implications of Data Access - Google's privileged access is attributed to its search engine position, which allows it to see parts of the internet that others cannot [3] - The executive emphasizes that the company with the most data will likely dominate the AI landscape, highlighting the importance of data in AI performance [4]