Gemini is winning by David Pierce

In 2022, when ChatGPT launched, it was clear that Google had been caught flat-footed. But credit where it’s due: For a company not exactly known for its ability to focus on a coherent product strategy, Google managed to marshal its considerable resources in a single direction. Now, if chatbots are in fact the future — and most of the AI industry continues to bet that they are — there is simply no other company currently set up to truly compete with Google. Google has the models. It has the resources to improve them. It now has the distribution necessary to get people to use its bots, and the data required to make them uniquely personal and useful. At least for now, ChatGPT has the brand power, and the daily active users. But Google has almost everything else. Even the iPhone.

I think the deal with Apple is for the local model that would run on device. It was not clear in their announcement recently. But if some of the traffic goes to Google like the default search engine deal, then it would be a big bump in user numbers.