Google's AI Scientist Walks Out, Big Techs Fall Together — What's Next?
$Alphabet-C (GOOG.US)$/ $Alphabet-A (GOOGL.US)$ CEO Sundar Pichai just deployed AI weather forecasts to 38 million Indian farmers via SMS. No smartphone. No app. Just Google AI saving harvests at scale.
Google owns the developing world:
– 95%+ search share across India, Africa, Southeast Asia, Latin America
– Android on nearly every emerging market smartphone
– YouTube as the #1 platform for education & commerce
– Google Pay processing billions in India alone
Here's why it matters:
These countries aren't staying poor. India → $10T GDP by 2035. Africa's middle class is the fastest growing on Earth. Southeast Asia's digital economy is exploding.
Every new internet user = Google Search
Every new smartphone = Android
Every new business = Google Ads
Every new creator = YouTube
Google isn't competing for the next billion users. It already has them.
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