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Google turns Gmail into recurring revenue with AI
An investor notes Google is monetizing Gmail with recurring revenue via AI, unlike loss-leader personal assistants, and expects Google Spark to join the Muse/Instinct race.
Ram Ahluwalia CFA, Lumida
@ramahluwaliaArchived 26 days agoOriginally posted 2026.10.07
Ram Ahluwalia CFA, Lumida @ramahluwaliaOriginally posted 2026.10.07
Google is now monetizing Gmail with recurring revenue thanks to AI. Unlike other loss leader personal assistant, they are getting paid to provide value. Google Spark will enter the Muse / Instinct race too, and I expect a Siri re-boot is coming soon. $GOOG
x.com/ramahluwalia/status/2107820810451001718Archived 2026.10.08 10:42