Google vs. Amazon…
20VC with Harry Stebbings·2025-11-07 06:00Competitive Landscape - Google is currently undervalued, while Amazon is overvalued [1] - Google was initially slow in AI development but has now caught up and excels at all levels, including consumer AI [1] - Google's search function is experiencing renewed growth [1] - Google possesses a strong application layer with numerous applications [2] - Amazon lacks a significant application layer and has limited hardware presence [2] - Amazon's search function is niche, primarily used for e-commerce [2] Technological Advancement - Google's TPUs (Tensor Processing Units) are competitive and profitable, positioning Google as a key player alongside Nvidia [2]