Скачать или смотреть The AI Flywheel Protocol: How Google Turns Models Into Infrastructure

Stop obsessing over which chatbot writes better poetry. If you are doing that, you are acting like a retail tourist, and you will be the liquidity for the sovereign investors who understand mechanism. The market thinks Google is behind because they launched later than OpenAI. The market is wrong. The data shows that Google isn't building a product; they are building a prison—and I mean that in the most bullish way possible.

Here is the mechanism that Wall Street is missing. It’s called Native Multimodality. While GPT-4 is a Frankenstein monster stitching together vision encoders and text models, Gemini 3 is a single, unified brain. Why does this matter? Because of Latency and Fidelity. When you combine this with the "Nano Banana" image editing model and Veo 3, Google isn't just generating content; they are locking down the entire creative workflow.

But here is the real trap—the Lock-in Effect. Look at NotebookLM and Vertex AI. Google is offering a feature called "Grounding with Google Search." This eliminates hallucinations for enterprise bots. The moment a company builds their AI agent on this infrastructure, they are trapped. They cannot migrate to AWS or Azure because those clouds don't have the Google Search Index to ground their data. That is an infinite moat.

So, here is your Protocol: Stop checking ad revenue growth. Instead, scrutinize the adoption of "Vertex AI Agent Builder." That is the signal. That is the sound of the ecosystem flywheel spinning up to crush the competition. Do not let the DOJ headlines distract you from the structural monopoly being built under your nose.

This video does not constitute financial or investment advice.