Microsoft: Poised To Win With ChatGPT


  • Microsoft’s integration of ChatGPT into Bing is a potential game changer.
  • We believe Microsoft is well-positioned to win against Alphabet in the search advertising business.
  • Valuation is reasonable given the company’s competitive advantage and expected growth.

Artificial Intelligence concept brain with CPU


On 7th February 2023, Microsoft (NASDAQ:MSFT) made a surprising revelation that it has integrated cutting-edge ChatGPT technology into its Bing search engine and Edge web browser. The addition of this conversational AI feature is aimed at capturing the growing

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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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