Microsoft: Bing Is Back


  • The GPT-3 technology used by the Microsoft-backed chat isn’t that unique and unrepeatable filler, as far as I can tell from various sources.
  • However, the cost of a mistake has given ChatGPT and Bing extra hype push that may help it suck up some of Google’s search engine market share.
  • Regardless of how the battle continues, for today, MSFT has the Edge [forgive the pun] – it’s time to use your dry powder that I wrote about accumulating last time.

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Yongyuan Dai

Intro & thesis

To date, I have only written 1 article on Microsoft (NASDAQ:MSFT) on Seeking Alpha – in mid-December 2022, I recommended investors get their dry powder ready for 2023 after a potential sell-off:

Seeking Alpha, author's NSFT coverage

Seeking Alpha, author’s NSFT

The Market Ear citing Goldman Sachs

The Market Ear citing Goldman Sachs

DeepMind's research paper

DeepMind’s research paper

Morgan Stanley

Morgan Stanley [January 10, 2023]

The Market Ear citing Bespoke

The Market Ear citing Bespoke

The Market Ear citing Exponential View

The Market Ear citing Exponential View

Author's calculations, based on Seeking Alpha

Author’s calculations, based on Seeking Alpha

Data by YCharts

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