AI Wars: Will Microsoft Eat Google’s Lunch?


  • Microsoft Corporation and Alphabet Inc./Google are the two heavyweights in the rapidly growing AI arms race.
  • Both companies have significant investments in AI.
  • Recently, Satya Nadella said that Google would lose its moat because AI would cause Bing to increase in popularity.
  • That plus a botched advertisement for Bard (Google’s ChatGPT competitor) led to concerns that Nadella was right.
  • In this article, I will attempt to gauge whether Microsoft or Google is better positioned in the rapidly escalating AI arms race.

Microsoft Unveils New Surface Laptop

Drew Angerer/Getty Images News

Alphabet Inc. (NASDAQ:GOOG) and Microsoft Corporation (MSFT) are two of the biggest players in AI right now. Alphabet (hereafter referred to as “Google”) has been developing AI for many years, using it in products like

What search interfaces looked like before Google

What search interfaces looked like before Google (AskJeeves)

Bing above the fold

Bing above the fold (Bing)

Bing below the fold

Bing below the fold (Bing)

Disclosure: I/we have a beneficial long position in the shares of GOOG, META either through stock ownership, options, or other derivatives. 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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