Has Google Already Lost The ChatGPT War?


  • The release of ChatGPT rocked the tech and investing worlds.
  • Microsoft’s investment and Bing initiative bring legitimate competition to Google Search for the first time in a while.
  • What does this mean for Google investors? Let’s take a look.

OpenAI To Offer Commercial Version Of ChatGPT

Leon Neal/Getty Images News

Artificial intelligence (AI) technology continues to amaze us, and the pace of development will only accelerate. Companies are matching wits and racing to be first to market. Search advertising is a massive market generating hundreds of billions each year.

Google stock

Data source: Alphabet. Chart by author.

Google Search revenue

Data source: Alphabet. Chart by author.

Data by YCharts

Data by YCharts

Disclosure: I/we have a beneficial long position in the shares of GOOG, MSFT, 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: Investors’ goals, financial situations, timelines, and risk tolerances vary widely. The stocks mentioned may not be suitable for all. As such, the article is not meant to suggest action on the part of the reader. Each investor should consider their unique situation and perform their own due diligence.

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