Google AI Strategy Decoded: The "Heavy Industry" Moat
Standing in 2026, Google's AI strategy clearly reveals a "Heavy Industry Logic". Unlike OpenAI's "Single Point Breakthrough," Google is waging a "Systemic War".
Here are my three core insights:
1. Core Competence Migration: From "Algorithm Lead" to "Full-Stack Sovereignty"
The most solid part of this canvas lies at the bottom—the coordination between Key Resources (TPU) and Cost Structure. Google is one of the few companies (perhaps the only one) globally that controls everything "from Sand (Chip Design) to App (Gmail)."
Strategic Significance: When AI competition enters the "cutthroat" price war stage (inevitable in 2026), every price cut bleeds OpenAI, while Google, relying on the cost advantage of self-developed TPUs, maintains profit margins. Google has built an insurmountable economic barrier using its physical layer "Infrastructure Maniac" attributes.
2. Value Realization Path: From "Finding Entry" to "In-Place Upgrade"
Look at Channels and Value Propositions. Startups spend fortunes cultivating user habits (e.g., downloading the ChatGPT app), while Google's strategy is to let AI flow like water into existing pipelines.
Strategic Significance: Android and Workspace are not burdens of the old era but colonies of the new age. Google doesn't need to "invent" new scenarios; it just needs to hand users a "ladder" made of Gemini the second they get stuck writing an email. This "Invisible Osmosis" is far more dominant than "Forced Tool Sales."
3. Data Moat Elevation: YouTube is the Invisible Nuclear Weapon
Among Key Resources, YouTube's importance is severely underestimated. As Large Models shift from text (LLM) to Large Behavior Models (LBM) or World Models, video data becomes the core. No matter how strong OpenAI Sora is, it lacks Google's massive, real-world, long-tail video data reserves.
Strategic Significance: This determines that Google possesses an inherent first-mover advantage in the second half of the AI competition—Multimodal AI (understanding the physical world, robotics control).
Conclusion: The Elephant Dances
Google AI's Business Model Canvas is a textbook example of "The Elephant Dancing."
It chose not to leap lightly like a startup but to leverage its massive body (infrastructure, capital, data, ecosystem) to forcibly drag AI—a game originally belonging to "Inspiration"—onto a track belonging to "Industrial Scale" and "Cost Efficiency."
On this canvas, Google doesn't seek 100% innovation at every point, but it seeks zero-friction operation of the entire system. This is the ultimate embodiment of a top-tier infrastructure giant in a business model—crushing single points with a system.