About Google’s Chatbot Alternative And YouTube’s Challenges


  • At least from my personal use, I can say that ChatGPT has partially replaced Google for me.
  • Google is launching its own system. But in the past, the company has had problems converting users into paying subscribers.
  • YouTube still has a lot of potential, but success is not guaranteed. I suspect that total watch time is already dropping.
  • I believe it can be very positive for the company in the long term if they lose some market share to competition in the next few years. For far too long, they have had an unchallenged market position and rested on it.

Mädchen plaudert

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Investment Thesis

Alphabet/Google (NASDAQ:GOOG) (NASDAQ:GOOGL) is facing a challenge with the rise of OpenAI’s ChatGPT, which has quickly gained millions of users and partially replaced Google search for some. With Microsoft (

Number of paying YouTube Music and YouTube Premium subscribers worldwide


Google market share over time


Alphabet quaterly results


Data by YCharts

Google fastgraphs


Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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