How Google can (and should) humiliate Apple with Gemini on Pixel 9

How Google can (and should) humiliate Apple with Gemini on Pixel 9

  • 17.03.2025 18:38
  • bgr.com
  • Keywords: AI, Apple

Google's Gemini AI on Pixel devices outshines Apple's delayed AI features with advanced capabilities, offering real-time assistance across apps like Gmail and Maps, positioning Google as a leader in mobile AI.

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Estimated market influence

Google

Positivesentiment_satisfied
Analyst rating: N/A

Google's AI advancements with Gemini have positioned them as a leader in the AI space, surpassing Apple's delayed AI features. Their product launches, such as the Pixel 9, are leveraging these capabilities to attract users.

Apple

Apple

Negativesentiment_dissatisfied
Analyst rating: Buy

Apple's delay in rolling out their AI features has created a competitive disadvantage against Google. The fragmentation of iOS devices has further hindered their market position.

Context

Analysis of Google Gemini vs Apple's AI: Business Insights and Market Implications

Key Facts and Data Points

  • Google's Launch Strategy:

    • Launched Pixel 9 series two months ahead of schedule to capitalize on Apple's AI delays.
    • Leveraged Apple's hardware fragmentation (e.g., non-Pro iPhone 15 models) to gain market advantage.

  • Apple's Challenges:

    • Delivered a vision at WWDC 2024 but faced significant execution issues with its AI features.
    • Fragmentation in iOS devices rendered some AI features ineffective on older iPhones.

  • Gemini's Competitive Edge:

    • Integrated deeply into Google’s ecosystem (Gmail, Maps, Calendar).
    • Capable of real-time interactions and personalization, including browsing search history if allowed.

Market Trends and Business Impact

  • AI Race Intensifies:

    • Google’s Gemini positioned as a direct competitor to Apple’s AI, with potential to surpass ChatGPT in specific use cases.
    • Emphasizes the growing importance of AI integration across hardware and software ecosystems.

  • Consumer Perception:

    • Author acknowledges Google's potential dominance but remains loyal to Apple, highlighting the emotional and ecosystem lock-in factors in tech adoption.

Competitive Dynamics

  • Strategic Demos:
    • Suggested that Google replicate Apple’s AI demos (e.g., flight info, lunch reservations) with Gemini on Pixel 9 during I/O 2025.
    • Potential to undermine Apple’s delayed AI features and establish Gemini as a leader in functional AI.

Long-term Effects and Strategic Considerations

  • Ecosystem Synergy:

    • Google’s ecosystem integration (Android, Google Apps) provides a robust platform for AI adoption.
    • Importance of live demos at I/O 2025 to demonstrate functionality without faking, as seen with initial Gemini presentations.

  • Regulatory and Market Risks:

    • Potential regulatory scrutiny if one company dominates AI, though currently speculative.
    • Risk of consumer backlash if Google mocks Apple’s AI missteps without tact.

Conclusion

  • Google's Strategic Win:

    • Timely execution and ecosystem integration position Gemini as a strong contender against Apple’s AI.
    • Opportunity to redefine AI expectations in the market with functional, user-centric features.

  • Apple’s Recovery Challenge:

    • Needs to address fragmentation and deliver on delayed AI promises to retain market share.
    • Faces potential erosion of consumer loyalty if Google successfully capitalizes on its AI strengths.