Google’s Hot Start to 2026

The podcast analyzes Google's recent advancements in AI, particularly its partnership with Apple to enhance Siri using Gemini technology and its response to OpenAI's agentic shopping experience. The panel discusses whether Google is surpassing OpenAI in the AI race, noting Google's infrastructure advantages and existing relationship with Apple. The conversation explores Google's new system for agentic commerce, which includes a protocol for AI agents to communicate with merchant systems, agentic checkout within Google Search and Gemini, and business agents for retailers. The panel also examines Delta's earnings report, debating whether its performance reflects broader economic trends or is primarily due to the airline's effective pricing strategies, including increased revenue from premium ticket options.