Just because a federal judge determined that Alphabet Google Search business is a monopoly, that doesn’t mean Google doesn’t have to worry about competition. In a Wednesday note, Needham analyst Laura Martin reported on her lunch with a Google Search employee, who discussed the challenges of competing against gen-AI search products like OpenAI’s searchGPT. First, there are the tens of billions of dollars that Alphabet is investing in data centers to run the gigantic “foundation” models that do generative-AI. Read More...
Just because a federal judge determined that Alphabet Google Search business is a monopoly, that doesn’t mean Google doesn’t have to worry about competition. In a Wednesday note, Needham analyst Laura Martin reported on her lunch with a Google Search employee, who discussed the challenges of competing against gen-AI search products like OpenAI’s searchGPT. First, there are the tens of billions of dollars that Alphabet is investing in data centers to run the gigantic “foundation” models that do generative-AI.
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