Breaking Analysis with Dave Vellante cover image

ChatGPT Won't Give OpenAI First Mover Advantage

Breaking Analysis with Dave Vellante

00:00

AI Is Going Like Wildfire, Right?

This is great for Microsoft because they don't have the AI chops that Google has, right? They get a playbook. They get a product that can render into not only Bing, productivity software, helping people write papers. Also, don't forget the cloud. There's a plethora of use cases for Microsoft to deploy this. Combine with their R&D budgets, they can then turbo charge more research, build on it. So I think this gives them a car in the game. And they already have a lot of stuff going on. But this just, I mean, everything gets lifted up. What's under the hood at Google? And why aren't they talking about it?"

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