OpenAI, ChatGPT & Potential Impacts on Microsoft & Google

  • Public Equity
  • TMT
  • North America


Former executive at OpenAI


  • OpenAI and ChatGPT, noting technologies and offerings
  • Partnership with Microsoft (NASDAQ: MSFT) and the potential to add features and capabilities to Azure, Bing, Microsoft 365 and others
  • Competitive threats posed to Google (NASDAQ: GOOGL), most notably Google Search, as well as Google Cloud Platform, in addition to Amazon’s (NASDAQ: AMZN) AWS


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