Google AI in 2026: The Seat Side, the Consumption Side, and the Commit That Joins Them
Google sells AI on two sides of the same house: per user through Workspace and Gemini Enterprise, and per unit through Vertex AI, agents, avatars and media, with one account team sizing the commit from both. The meters on each side, where the money sits, the true up that replaces the audit, and the eight move response.
The note is showing in your browser's own viewer. If it does not render here, open the PDF in a new tab.
The briefings
The Google AI Negotiation Series: 5 sessions with Tom and Claire, each drawn from this note. Play the first one here, or open any session for its chapters and transcript.
Two Sides of the Same House: How Google Sells AI in 2026
Session 1 of the Google AI Negotiation Series. Gemini is sold per user through Workspace and Gemini Enterprise, and per unit through Vertex AI and the Google Cloud commitment, and one account team sizes the commit from both. The four takeaways, the 50 million dollar illustration against 37.3 million, and the map of the series.
- 01Two Sides of the Same House: How Google Sells AI in 20264:01
- 02The Seat Side: Workspace, Gemini Enterprise, and the True Up4:12
- 03Responding on the Seat Side: Editions, Pilots, and the Pooled Quota4:10
- 04The Consumption Side: Tokens, Agents, Avatars, and the Commit4:28
- 05Responding on the Consumption Side: Eight Moves and the Ramped Commit4:18
The presenters in the briefings are AI generated avatars of Redress Compliance advisor personas. The research, figures, and guidance in every note are real, produced by Redress Compliance analysts from consulting engagements and standing vendor research.