Wall Street actually thinks some llm will disrupt search. We know that's not true, all data indicates ppl like diversity of information, authority etc. Almost all commercial queriea cannot be answered by llm. Imagine asking chatgpt for geico insurance. Coming to ai itself, it's primarily a cloud play and margins matter a lot. Google has a pretty solid cloud offering with much better ai margins thanks to tpu. Only if we Google execute well, Goog. Can easily go to 200.
If Sundar gets fired I could easily see +10% in a day and a sustained uptrend. They’ve been struggling but some fresh blood at the helm would definitely spark some life into it
The stock will drop 20%, like happened to SNOW. Google is getting bad press. I feel they are solid still and it will hit $160 in may
Bear case: - ChatGPT also summarizes bing results for you as well as many other AI - GenAI results in Google showing up first undercuts ad impression
- it's been there for a year and no one cares to use bing. - ads only show on 20 percent of queries.. you can disablw genai for those..
The question is how does Google monetize chatbot search? It's likely worse than what they have now, and that's a real issue. If it would be higher they wouldn't have waited so long Competitions will lower Google's margin. It's called innovators dilemma.
Other players don't have much to lose in search market. They'll force Google to a fight that will increase costs for Google and driven down profits. Innovative applications of AI will flourish due to funding from all quarters. On the flip side, MS has more to lose if someone like Google does office productivity with AI better than them. Hopefully all this will return in better products at more reasonable prices for consumers.
Only if goog can execute well is the key statement. I think its on sale rn fwiw. I think it will rebound with some key changes like getting sundar botchai out
I hope they fire sundae over the weekend
If tpu are great google don’t have to host nvidia gpu in its cloud. Also have you heard about toolformer? It will search the geico website and give you all answer. You guys are f’d big time bro
Lile i said ppl don't want answer, they want a search engine. The journey is way more complex. Google also gives answers when it makes sense. Again bozo speak vs getting into details
Question: why google has to buy Reddit data for 60m ? Answer: because nobody trust google results, everybody add “Reddit” when searching on google
Yea GOOG is basically finished but it will take 40-50 years like IBM.
Do you think Facebook and Instagram will outlast google? Look at meta valuation
Yes Sundar & TK thinks you should buy more 🤣
TK is great, we need more of that
Nice try TK ☝️🙏😂