The True Beneficiary Of ChatGPT Is, Not Microsoft

Feb. 09, 2023 12:03 AM, Inc. (AI), MSFTGOOG86 Comments
Chetan Woodun profile picture
Chetan Woodun


  • The ChatGPT buzz and the billions of dollars Microsoft is investing in OpenAI certainly create opportunities for the software giant.
  • However, it has to compete with market leader Alphabet implying that the time for Bing's AI chatbots to completely replace Google's search engines is not here yet.
  • On the other hand,, which is already an artificial intelligence pure-play for the enterprise business segment has just unveiled its generative product suite to profit from the buzz.
  • The recent change in its charging model should also help it to rapidly gain market share, which also explains my bullish position.
  • However, after such a meteoric rise, do expect a lot of volatility as larger competitors launch similar products.
OpenAI To Offer Commercial Version Of ChatGPT

Leon Neal

With its investment of $10 billion in OpenAI, Microsoft (NASDAQ:MSFT) seems to be opening pandora's box of possibilities with ChatGPT, which may even benefit its Bing search engine's effort to catch up with Alphabet’s (GOOG)(GOOGL) Google.

At the other end

This article was written by

Chetan Woodun profile picture
My aim is to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher or fund manager, but, I come from the IT world as the founder of Keylogin Information and Technologies Co. Ltd. Thus, my research is often backed by analytics and I make frequent use of charts to support my position.I also invest, and thus, in this tumultuous market, I often look for strategies to preserve capital. As per my career history below, I have wide experience, initially as an implementer in virtualization and cloud, and I was subsequently a team leader and project lead, mostly working in telcos.I have also been a mediocre entrepreneur in real estate, and a farmer, and like to dedicate at least 5 hours per week to working on a non-profit basis. For this purpose, I regularly contribute peer reviews and opinions for enterprise tech and help needy families by providing sponsored work.As for Research, I started with Tech stocks before going Multi-Tech with Fintechs, Biotechs, and Cryptotechs.I have been investing for the last 25 years, initially in mutual funds where the "learned economists" would always advise you to "think long term". Got a lot of experience in the 2008/2009 downturn when I lost a lot. Since then I do my own research and have fallen in love with Seeking Alpha because of the unique perspectives it provides to someone investing hard-earned money as well as access to some of the best financial advisors.We live only once but can have many "investment lives" especially when investing in individual stocks.

Disclosure: I/we have a beneficial long position in the shares of AI 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.

Additional disclosure: This is an investment thesis and is intended for informational purposes. Investors are kindly requested to do additional research before investing.

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