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Fortune

Geoff Colvin

How the OpenAI vs Google battle looks through the lens of Michael Porter's '5 Forces' analysis

Google OpenAI Michael Porter Fortune

(Credit: Kyle Grillot—Bloomberg via Getty Images)

In today’s CEO Daily: Geoff Colvin applies Porter’s Five Forces to OpenAI vs Google.
The big story: Hassett says no refunds if Supreme Court strikes down tariffs.
The markets: Asia up, Europe down, U.S. futures up.
Plus: All the news and watercooler chat from Fortune.

Good morning. Business’s buzziest battle at the moment is OpenAI vs. Google, sparked by Google’s mid-November release of its advanced Gemini 3 AI model; for an insightful deep dive, check out Fortune’s recent feature story about OpenAI’s code red to fend off the competition.

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