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Bill Nygren - Fundamental Investing From A Generalist’s Perspective

Value Investing with Legends

CHAPTER

Alphabet's Playing From Behind on Artificial Intelligence

Microsoft is investing and pouring billions of dollars into OpenAI GPT, which we all think will allow Microsoft perhaps finally to compete with Google when it comes to search. Do you think the potential to compromise the mode that a company such as Google has had for a long time? We would all agree that Google is one of the great corporations to have come out in the United States over the last 30, 40 years. So how do you incorporate these qualitative aspects that are no idea to your heart into your considerations? How does that conversation take place inside the Harris?

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