Google Search – Thoughts About & Threats From Microsoft & OpenAI’s ChatGPT

  • Public Equity
  • TMT
  • North America


Former director at Google


  • Google (NASDAQ: GOOGL) and the fundamentals of its search technologies and platforms, noting significant AI-related investments and innovations
  • Competitive dynamics involving Microsoft (NASDAQ: MSFT), especially given its partnership with OpenAI and ChatGPT
  • Implications of AI-driven search in terms of market share, costs and expenses
  • Near-term outlook, including potential for Apple (NASDAQ: AAPL) and Meta (NASDAQ: META) to enter or further penetrate the market


Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 40,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited