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The AI Arms Race and Apple's India Sales

Bloomberg Tech

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Google and Chat GPT: The Future of Search

Google is 90% of the search market, at least globally. In my opinion, from a stock perspective, I feel Google will come out of this probably unharmed or maybe even stronger. But in the interim, I think chat GPT proposes a real, real issue to how search is going to evolve over the next six months. Whether Google is ahead of the curve or always going to be a follower will dictate the stock price.

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