The True Beneficiary Of ChatGPT Is, Not Microsoft


  • The ChatGPT buzz and the billions of dollars Microsoft is investing in OpenAI certainly create opportunities for the software giant.
  • However, it has to compete with market leader Alphabet implying that the time for Bing’s AI chatbots to completely replace Google’s search engines is not here yet.
  • On the other hand,, which is already an artificial intelligence pure-play for the enterprise business segment has just unveiled its generative product suite to profit from the buzz.
  • The recent change in its charging model should also help it to rapidly gain market share, which also explains my bullish position.
  • However, after such a meteoric rise, do expect a lot of volatility as larger competitors launch similar products.
OpenAI To Offer Commercial Version Of ChatGPT

Leon Neal

With its investment of $10 billion in OpenAI, Microsoft (NASDAQ:MSFT) seems to be opening pandora’s box of possibilities with ChatGPT, which may even benefit its Bing search engine’s effort to catch up with Alphabet’s (GOOG)(GOOGL) Google.

At the other end

Disclosure: I/we have a beneficial long position in the shares of AI 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.

Additional disclosure: This is an investment thesis and is intended for informational purposes. Investors are kindly requested to do additional research before investing.

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