Google Meet's AI Note-Taking Feature Now Works for In-Person Meetings

This is a small feature release on the surface, but strategically it extends Google’s AI workflow from scheduled collaboration into the higher-frequency, messier parts of enterprise communication. That matters because unstructured in-person meetings are where knowledge capture is weakest, so even modest adoption increases Gemini’s “must-have” status inside Workspace and raises switching costs for admins once the note archive becomes embedded in Drive. The second-order winner is Google Cloud’s seat expansion and retention story: a productivity feature that saves time for managers is easier to budget than a standalone AI assistant, which should help defend net revenue retention over the next 2-4 quarters.

The competitive angle is less about direct displacement and more about distribution leverage. By making note capture work across Meet, Zoom, and Teams, Google is positioning Gemini as a cross-platform layer rather than a Meet-only add-on, which could blunt differentiation from Microsoft’s Copilot/Teams stack over time. The constraint is that this remains alpha-gated and English-first in practice for many organizations, so near-term monetization impact is likely incremental rather than transformative; the real catalyst is broader web/iOS rollout and admin-enable defaults, which could arrive over months and meaningfully lift usage.

For AAPL, the update is neutral to slightly positive because it reinforces device utility in enterprise workflows, but it does not create a meaningful hardware pull-forward. The contrarian risk on GOOGL is that note-taking is easy to demo but hard to retain if transcription quality, privacy concerns, or meeting-policy friction cause low repeat usage; if enterprise admins restrict it, the feature becomes a headline rather than a habit. The market may be underestimating how much this kind of embedded AI feature can reduce churn in Workspace, but overestimating its immediate revenue contribution.