AI Could Seriously Challenge Alphabet's Search Dominance But Not Immediately

Dec. 06, 2022 3:59 PM ETAlphabet Inc. (GOOG), GOOGL25 Comments
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  • Making the rounds on social media is a new artificial intelligence (AI) tool called ChatGPT.
  • The chatbot is pretty unique in that it, from our perspective, can truly understand the ins and outs of human language, picking up subtle nuances in requests.
  • Whether or not the current iteration of this AI-driven chatbot is ready for the real world is not necessarily the question.
  • AI, in the long run, is going to change a lot of industries, and perhaps no other feature may be more comparable to AI-driven chatbots than Alphabet's search engine, Google.
  • One tool in its early innings may be something to keep one's eyes on, but not panic over. We still like Alphabet's shares, but ChatGPT is really, really interesting, and we can't ignore it.

South Lake Union Tech


By Valuentum Analysts

Making the rounds on social media is a new artificial intelligence (AI) tool called ChatGPT. The Internet is literally abuzz on the potential prospects of this chatbot phenomenon, and after trying it out for ourselves, we think it

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We offer subscriptions and exclusive newsletters. Visit our website at for more information. Valuentum is an independent investment research publisher, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, modeling tools/products, and more. Valuentum is based in the Chicagoland area. Valuentum is not a money manager, broker, or financial advisor. Valuentum is a publisher of financial information. Please read our Disclaimer that applies to all articles published on Seeking Alpha: Follow us on Twitter: @Valuentum

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: Brian Nelson owns shares in SPY, SCHG, QQQ, DIA, VOT, BITO, and IWM. Valuentum owns SPY, SCHG, QQQ, VOO, and DIA. Brian Nelson's household owns shares in HON, DIS, HAS, NKE, RSP. Some of the other securities written about in this article may be included in Valuentum's simulated newsletter portfolios. Contact Valuentum for more information about its editorial policies.

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