The $100B AI Question, and the Countdown to January CPI 2/13/23
CNBC's "Fast Money"
00:00
The Cost to Provide a Search Could Massively Compress Margin
The cost to provide a search could massively compress margin. We think that it's roughly a penny and a half of revenue per Google search. Microsoft as an enterprise facing company actually has an advantage position here. AI is going to monetize through the enterprise first.
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