How Could Microsoft Investing In ChatGPT Developer OpenAI Impact Investors?

Jan. 20, 2023 1:28 PM ETMicrosoft Corporation (MSFT)5 Comments


  • ChatGPT took the world by storm late last year with its AI capabilities.
  • Microsoft invested in OpenAI, the developer of ChatGPT, in 2019 and is reportedly considering another $10 billion investment.
  • This analysis discusses the long-term implications of such an investment and whether Microsoft can gain an edge over Google.
  • Looking for a portfolio of ideas like this one? Members of Leads From Gurus get exclusive access to our subscriber-only portfolios. Learn More »

Conceptually, ChatGPT is an AI chatbot or artificial intelligence that can communicate through messages with humans naturally.

tanit boonruen/iStock via Getty Images

ChatGPT, a language model developed by OpenAI that was made public last year, has continued to gain popularity, resulting in the platform reporting high web traffic and frequently being at capacity. It is a text-based chatbot built on

This article was written by

Dilantha De Silva profile picture
Investing made easy with guru-inspired insights
I am Dilantha De Silva, an investment analyst with 8 years of experience in financial markets. I specialize in U.S. equities and incorporate a top-down approach to identify developing macro-level trends and the companies that would benefit from such trends. 

As the founder of Leads From Gurus, a Marketplace service on Seeking Alpha, I aim to uncover alpha-generating opportunities. I also work with leading financial publications including Refinitiv, ValueWalk, and GuruFocus. 

My portfolio is designed to benefit disproportionately from the rise of under-covered small-cap stocks, which I identify through a rigorous due diligence and research process. I believe that the best investment opportunities can often be found in hidden gems that are overlooked by many investors and analysts. My investment approach is focused on long-term macro trends and themes, and I use my top-down analysis to identify individual opportunities within these themes. 

I take a disciplined and consistent approach to investing, and I am a strong believer that patience and conviction are key to long-term success in the stock market. I build and maintain valuation models for all stocks in my portfolios to estimate the intrinsic value of these companies in a fair, conservative way to avoid value traps in this volatile market. 

I am a CFA level 3 candidate and an Associate Member of the Chartered Institute for Securities and Investment (CISI, UK). During my free time, I enjoy reading and staying up-to-date with the latest financial news and trends. Please click the "Follow" button to stay updated on my latest articles and insights.

Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. 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.

Recommended For You

Comments (5)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.