Google and OpenAI consumer AI

What experts have said about Google and OpenAI consumer AI

1 statement · 1 negative

1. David Oliver SacksNegativeMay 1, 2026· All-In with Chamath, Jason, Sacks & Friedberg

   Google's consumer share gains caused OpenAI to miss user and revenue targets.

   “if there is a single reason why OpenAI did not hit its user targets and its revenue targets certainly around consumer, you'd have to say it's because Google managed to take meaningful share”

   Listen at 18:40

   Open the episode · OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.