We Study Billionaires - The Investor’s Podcast Network cover image

TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Tech Titans in Transition

This chapter explores the evolving competition between tech giants Microsoft and Google, with a focus on Microsoft's strategic adaptations under new leadership and the implications of integrating ChatGPT into Bing. It also examines shifts in consumer preferences and the historical context of tech distribution channels, particularly how Amazon is affecting Google's market share. The conversation speculates on future advancements in conversational AI and the potential disruptions they may cause in digital communication and search functionalities.

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