Can ChatGPT Challenge Google’s Moat?


  • Alphabet reported mediocre full year results for fiscal 2022, but still solid top line growth.
  • When looking at the different segments, Google Cloud still reported high growth rates and also have high expectations for the other segments.
  • ChatGPT and other companies focusing on AI can be seen as increased competition for Google, but the strong moat will help Alphabet to defend itself.
  • The stock is probably undervalued already, but I see further downside risk.
South Lake Union Tech


About two weeks ago, Alphabet (NASDAQ:GOOG) reported annual results for fiscal 2022 and the company missed on earnings per share as well as revenue expectations. Of course, missing by $440 million on revenue when reporting $76.05 billion is not such a big

Disclosure: I/we have a beneficial long position in the shares of BIDU, 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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