Google’s LaMDA Vs. ChatGPT: The Battle Of AI-Driven Language Models


  • It is time for the giant to introduce LaMDA, considering that ChatGPT uses the conversational AI platform developed by Google’s engineers in 2017.
  • Due to the hype surrounding ChatGPT, Google must rapidly innovate and adapt or risk being left behind, as with TikTok and Meta.
  • It remains to be seen which will win, but one thing is certain: Google is so much more than just a chatbot demo.
  • With a robust revenue of $282.11B, net income of $66.99B, and EPS of $5.03 over the LTM, OpenAI’s revenue of $1B by 2024 is naturally insignificant in comparison.

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The AI Investment Thesis

Alphabet’s (NASDAQ:GOOG) (NASDAQ:GOOGL) moat was recently questioned by many market analysts and SA contributors alike, due to the exciting arrival of ChatGPT. However, we beg to differ, since the AI chatbot

What is LaMDA? The response was:


And this is ChatGPT's response when asked "tell me more about you":


The Comparison Between LaMDA & ChatGPT

Google & ChatGPT

GOOG's Revenue By Segment By FQ3'22

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Disclosure: I/we have a beneficial long position in the shares of AAPL, META, GOOG, NFLX, AMZN 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: The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

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