- Microsoft invested a billion in OpenAI, company behind ChatGPT

- ChatGPT runs on Microsoft Azure architecture (instead of Amazon AWS, the usual go to), costing OpenAI $3m/day to run

- Microsoft will probably announce a new search product using ChatGPT that will compete directly with Google, putting them back in the search game in a big way.

- This puts Google under a lot of pressure. If we don’t need to search via scrolling through links anymore, they can’t sell ads. The whole model dies.

- Since it’s all speculation so far and the whole market is fu*ked and it’s the holidays, sh*ts still calm.

This is not financial advice. I’m just sharing some thoughts. The bottom could still fall out in q1/q2 and everything goes to complete sh*t tho. I’m honestly confused around how deep into recession we are (are we entering 1, exiting 1?) because the markets are being manipulated and we’re printing so much $ that nothing is real anymore.

When will Microsoft bring back a cell phone?

Xiox said When will Microsoft bring back a cell phone?

they’d did have some goated handsets.

Microsoft is about to be hot sh*t again tho. Watch how this AI sh*t plays out.

The corona low is a decent target to look at for fair value

shooter said they’d did have some goated handsets. Microsoft is about to be hot sh*t again tho. Watch how this AI sh*t plays out.

So we are going to pretend that Google isn't all in AI?

Xiox said When will Microsoft bring back a cell phone?

You never seen the Surface Duo?

view video

rexplosive said So we are going to pretend that Google isn't all in AI?

Google is going from being in the lead by a long shot for 15 years to playing catch-up.

They are working on ai that is supposed to give physician level medical advice that’s probably gonna be crazy…. but I’m talking about regular old search, their bread and butter.

And even if google has something to compete there, it will require them to revamp their entire strategy & biz model. Google makes money showing ads while people click links trying to find the answers. With AI, theres no more links to click cuz the answer is given to you. Game changer.

shooter said Google is going from being in the lead by a long shot for 15 years to playing catch-up. They are working on ai that is supposed to give physician level medical advice that’s probably gonna be crazy…. but I’m talking about regular old search, their bread and butter. And even if google has something to compete there, it will require them to revamp their entire strategy & biz model. Google makes money showing ads while people click links trying to find the answers. With AI, theres no more links to click cuz the answer is given to you. Game changer.

I agree but what makes you think that google isn't always in the look to improve their search engine its their bread and butter

the pixel devices are insanely smart, especially when you talk to google a*sistant and they are always improving

they are leading in AI art, super computers, etc

Microsoft is a beast too and competition is the best, so I look forward to see what these big tech companies actually do to improve stuff


I just can't see Bing overtaking google, right now, even if that ChatAI they own is pretty dope

rexplosive said I agree but what makes you think that google isn't always in the look to improve their search engine its their bread and butter the pixel devices are insanely smart, especially when you talk to google a*sistant and they are always improving they are leading in AI art, super computers, etc Microsoft is a beast too and competition is the best, so I look forward to see what these big tech companies actually do to improve stuff I just can't see Bing overtaking google, right now, even if that ChatAI they own is pretty dope

I think the game changed with ChatGPT dropping and that immediately puts google on the defensive. Google/Alphabet is crazy successful but they’ve never been challenged like this and they been winning so long that they are no longer a scrappy startup. They are a huge, slow moving institution being forced to change everything overnight.

shooter said Google is going from being in the lead by a long shot for 15 years to playing catch-up. They are working on ai that is supposed to give physician level medical advice that’s probably gonna be crazy…. but I’m talking about regular old search, their bread and butter. And even if google has something to compete there, it will require them to revamp their entire strategy & biz model. Google makes money showing ads while people click links trying to find the answers. With AI, theres no more links to click cuz the answer is given to you. Game changer.

Google's search algorithm is legendary.

ChatGP is cool but you're overestimating it's importance. Google has absolutely nothing to worry about.

Chatgpt isn’t a search engine but revolutionary nonetheless. I think it’s dataset is from 2021.

justin747 said Google's search algorithm is legendary. ChatGP is cool but you're overestimating it's importance. Google has absolutely nothing to worry about.

Google search revenue depends on you clicking ads as you search thru links for your answer.

ChatGPT is basically the announcement that the future of search doesn’t depend on your searches anymore because a chat bot that you’re having a conversation with is gonna be delivering better results in real-time.

Google is terrified.

What I like about Microsoft is how they are more open to the idea of open source now. No need to be afraid of the people. Especially when those people just want to innovate. But Google been doing that so Microsoft kinda playing catch up in that department.

HulkColegan said Chatgpt isn’t a search engine but revolutionary nonetheless. I think it’s dataset is from 2021.

What you see now GPT3.5 is a beta and even the beta is scary good. GPT4 is supposed to release next month & is 600x more powerful and operating on current data which is why ai is so terrifying on some levels. It improves almost exponentially.

GPT isn’t a search engine but will replace the search engine and my guess is that Microsoft will be the company to showcase that, given their strategic relationship w/ OpenAI

shooter said Google search revenue depends on you clicking ads as you search thru links for your answer. ChatGPT is basically the announcement that the future of search doesn’t depend on your searches anymore because a chat bot that you’re having a conversation with is gonna be delivering better results in real-time. Google is terrified.

You are giving ChatGPT entirely too much credit. You're buying into the early hype.

Trust me when I tell you Google has nothing to worry about. If Google has a downfall, it WILL NOT be from fu*king ChatGPT.

Can’t bring myself to invest in any of BG’s products

I wouldn't be worries Google search will suffer in the long run, don't forget they own AI software subsidiary DeepMind, which is one of the best leading AI. Given the massive Youtube and Google search data collected daily, MS Bing with OpenAI ChatGPT will likely not overtake it anytime soon.

Google has become a verb for a reason.

1 billion isn't much. Maybe less than 1% of what they have as far as cash and the harvest and losses.

Microsoft keeps phenomenal books. Their low debt and software (moat) are cool, but Google has already gained ground in their world because of accessibility. Most schools in my state use Google Classroom. Sheets and Docs k*lling Microsoft sh*t.

And Google is still a verb.

Also the have 100% of what we Google.

You would also have to remove chrome because people will only Google on that. I'd never use Edge in general.

With that said.... Buy ETFs. They prob are about 3% to 5% Microsoft anyways and you won't have to think.

justin747 said You are giving ChatGPT entirely too much credit. You're buying into the early hype. Trust me when I tell you Google has nothing to worry about. If Google has a downfall, it WILL NOT be from fu*king ChatGPT.

ChatGPT got to 1 million users faster than any product in the history of tech.

Microsoft placed a big bet on this shift in 2019 or so. We’re just starting seeing it play out now.

It just seems new to you because you’re just hearing about it.

I said nothing about googles downfall btw. I said this may be time to load up on Microsoft stock before the hype starts to lift it. I said Google is under pressure. That’s common knowledge now.

youngman said I wouldn't be worries Google search will suffer in the long run, don't forget they own AI software subsidiary DeepMind, which is one of the best leading AI. Given the massive Youtube and Google search data collected daily, MS Bing with OpenAI ChatGPT will likely not overtake it anytime soon.

Deepmind has a chatbot called Sparrow. Sparrow may compete directly with GPT or even be better. They haven’t shipped it yet.

My point is - Google is forced to change their entire business to compete in this space and that’s very, very hard for a huge corporation to do with the speed necessary to compete.

it’s like a ice cream earring competition where 1 of the contestants is lactose intolerant. Even if they win, they kinda lose.

Which gets back to my original point,..

tygamann1 said Can’t bring myself to invest in any of BG’s products

There’s a narcissistic billionaire at the top of the food chain of almost every product you use every day.

but I feel you…

Rap Chroma said Google has become a verb for a reason. 1 billion isn't much. Maybe less than 1% of what they have as far as cash and the harvest and losses. Microsoft keeps phenomenal books. Their low debt and software (moat) are cool, but Google has already gained ground in their world because of accessibility. Most schools in my state use Google Classroom. Sheets and Docs k*lling Microsoft sh*t. And Google is still a verb. Also the have 100% of what we Google. You would also have to remove chrome because people will only Google on that. I'd never use Edge in general. With that said.... Buy ETFs. They prob are about 3% to 5% Microsoft anyways and you won't have to think.

I don’t have a dog in this f*ght and on a personal level I like Alphabet more than I like Microsoft.

However…

The way google makes most of its $ is about to become irrelevant (or at least be challenged) and we’ve never seen them respond to a threat like this while they’ve been this big. Old google could spin the block quick, buy a smaller company and clapback at the drop of a dime. OR they’d just buy the encroaching competition, poach the top talent and shelf the product. A few of my favorite products met that fate.

This is a different type f*ght against another giant, threatening their bread and butter ad business, forcing them to move like a startup… while employing 100k+ people.

Microsoft is a crocodile luring a strong young lion into the water.

shooter said - This puts Google under a lot of pressure. If we don’t need to search via scrolling through links anymore, they can’t sell ads. The whole model dies. .

When you search something we all use the term "google it" i think they are fine. Microsoft had Bing search and nobody uses it. Nobody used their browsers for years everyone uses Chrome or firefox before using Microsoft edge

shush456 said When you search something we all use the term "google it" i think they are fine.

Do you rollerblade? Hula hoop? Do you still Xerox stuff?

Having your company name used as a verb is great but it’s not some magical permanent invincibility.

And the thread isn’t about google being fine or not. It’s about Microsoft.

tdm2000 said You never seen the Surface Duo? view image

I wanted to pick this up but it is geared more towards the corporate crowd. The camera is crap but when they get that camera together I'll pick that version up. Miss my 950XL. I remember running windows 10 off my phone with a full keyboard and mouse. It was ahead of its time.