Heading into 2026, the tech landscape is shifting dramatically—especially around artificial intelligence. Mark Mahaney from Evercore just laid out his take on where major tech players are headed, and there's an interesting angle here for those tracking the broader AI arms race.

The spotlight's on how $GOOGL can actually catch up and compete harder in the AI space. We're seeing a real competition heating up between the big players, and Google's playing catch-up in ways that matter. With AI becoming the central narrative for tech valuations, this positioning could define returns across the sector.

What's fascinating is how this ties into the bigger picture—companies that can innovate and scale AI faster will pull ahead. For investors and market watchers, this competitive dynamic is something to keep close tabs on. The question isn't just whether Google can compete, but how aggressively they'll move to stay relevant in what's becoming a winner-take-most AI economy.