Again, the right video at the right time from the master trader.
@tvanbroekhoven
Жыл бұрын
I think where you are missing the point, is that Microsoft is able to integrate these capabilities in a host of applications so that the user doesn't have to open the browser anymore. Imagine someone writing code and having ChatGPT as an assistant in his Visual Studio. Or a legal officer writing a document in Word and getting assistance from the bot. Again, no need for search outside the application. Since Google's market share is close the 100%, as you have shown, the only way is down. Much will depend on execution by MSFT/Google/..., but at least these new AI capabilities do level the playing field in "search" and allow for a reshuffle in this market. In this world Google can almost only lose because of their market share and secondly because of their model. MSFT will offer these services as part of a (software) subscription like Office365 - so it's paid for by licensing. Google depends on advertising and content ranking revenues where a bot is much less suited.
@WenZong
Жыл бұрын
Good point. It's not that Bing is taken Google's searching market, it's that the ChatGPT powered Bing and other software can emlinate some of the searching needs. Thus, the overall searching market will shrink, so does Google's searching business.
@cendraben
Жыл бұрын
Everybody has their opinion. Google as a king of search engine for many many years with an extremely wide moat/advantages, it won’t be easy for Microsoft or others to eat their market share. Msft has ChatGPT and Google has Bard with all his most popular & supporting applications. Just a small mistake in answering doesn’t mean a doomsday. Google is doing something very significant & deep into the Bard now. Market reacted irrationally towards the mistake. Market favour will comeback to Google very soon.
@tbcha1
Жыл бұрын
You can already integrate ChatGPT to excel. Theres a video on youtube and its pretty impressive
@华人在美国-q5b
Жыл бұрын
great point, but google have workspace, currently have 6 million users,it seems a big optunity for google too. price wise google have a lot chance especially at lower income countries or company want save money and workspace fit the needs.
@zhichen6768
Жыл бұрын
Couple thoughts 1) if google urgently all in AI search, then there will be three concerns: a) risk of company reputation issues if chatbot is not performed as expected. b) business models will be changed since less search need to be conducted due to accurate AI search results, which mean less ads revenue generated. c) costs of per AI search is 7x higher than per regular search due to the high cost of cloud computing data warehouse. 2) if Google doesn’t move fast for AI search, then MSFT will disrupt and gain search market share. Remember people always find a way to use AI search regardless if the google is default on most of the PC or mobile browsers or not. People would be less likely using regular browser if AI search integrated browser is more powerful. Most likely people will still use regular browser to search company websites only after AI search is fully integrated. All contents related to search will be using by AI search. Moreover, nowadays many people are using KZitem and TikTok or IG for content searches.
@zzbeasley
Жыл бұрын
Great survey love the five Moats analogy. I’d love to hear you comment on the Google ads and promotion and the infiltration of this kind of money into the search results. If Bing goes for an Amazon, type style of allowing people to comment and to set the worth and value of purchases it could be a killer that is a Google killer
@aungzawlatt2000
Жыл бұрын
I’m just curious with my 2 cents. If the short term trend is upward and long term trend is still down, why don’t we buy call options rather than wait for 45 days to get $2 premium.
@karenholt903
Жыл бұрын
This was great info! Thanks Adam!
@truthwillalwaysprevail
Жыл бұрын
I was hoping you would talk in Indian accent the talk between Satya and Sunder. Like you do Chinese accent when talking about hong kong and china Not sure if anybody told you this before. You do Indian, Chinese, Russian and Trump accent brilliantly. It is hilarious you are gifted with this talent too 🤣🤣. Do use these or other accents in your vlog .it just makes it even more interesting. I hope no one get offended. It is all just joke as myself is from that part of the world too.🤣🤣 You have not mentioned Adobe for a long time. Have you sold your position in Adobe or are you still holding it?
@oklaasingapore5798
Жыл бұрын
Very useful update, thank you 🎉
@jojobe8446
Жыл бұрын
Microsoft products are still living in the A-Drive D-Drive era. Only tech geeks love them. It has yet have priority for consumers-come-first, user-friendly in place in its software development. Perhaps it’s engineers are mostly tech geeks who have yet have the understanding of consumer-behaviour and marker perception. Only just Tech engineers, also the design development team to be in-touch with the younger market.
@meshmallowman1
Жыл бұрын
I dunno if I should buy Class A or C. Anyone can advise? I m jus a retail investor
@rnegoro1
Жыл бұрын
Thank you for the video prof.
@silverchairsg
Жыл бұрын
Finally, someone who also calls the Microsoft CEO Nutella in their head... High five Adam!!!
@MarijaMarkovPilatesYoga
Жыл бұрын
Hey, if there was no Google I would never know about chatgpt 🙄
@muzzapj86
Жыл бұрын
10:45 to 10:51 I'd dead lol
@cakeismtrader4227
Жыл бұрын
Nope google is better
@YuginSkolov
Жыл бұрын
Its all FOMO - Microsoft will be 5% only
@editorjohn8803
Жыл бұрын
Bing needs to hire someone from Google or Apple to make their search page actually look not ugly and not jumbled. Their page is like a vomit of words
@Animeforeternity691
Жыл бұрын
Vomit of words😂😂😂😂
@tbcha1
Жыл бұрын
I guess you have not checked Bing out recently. They just revamped it and its very google like now and pretty impressive. The search results are very good now compared to what it used to return which was rubbish. I did some comparison and found results were comparable and some even better.
@bobthekobb
Жыл бұрын
Yes! I hate bing for the puke of search results and the one i need is a few pages down. Google is much more functional. Im excited to see what they do with their AI Bard once its all working.
@jerryzento
Жыл бұрын
Google is better, just bought more alphabet
@bobthekobb
Жыл бұрын
No google is fine, I tried bing its still bing and looks ugly still. I get better results still with google.
@franksin6558
Жыл бұрын
i do agree with most of your points. However, if I am MSFT, the likely vector of attack is not on Google direct search engine and browser. MSFT can play it smarter if it could incorporate the ChatGP into its current Microsoft products eg. having the AI to construct an excel spreadsheet of financials, pulling info from disparate sources instead of having the user tediously do it himself. Same can be done on powerpoint and the email system. This way, MSFT enables users with better productivity and experience. Not only will this further strengthen MSFT's moat, it will eventually lead people to search more on Bing.
@csplau
Жыл бұрын
Exactly! Microsoft is doing it now
@SuperTsogo
Жыл бұрын
I already bought more Google.
@Arfur_Foulkesaycke
Жыл бұрын
Be like putting lipstick on a pig. Google search is way better than Bing.
@ElevateMindVibrateHigh
Жыл бұрын
I would have agreed with you a year ago but as of late google search has been giving me bogus results that I usually have to look thru because the first ones are usually biased and starting to get harder and harder to find real answers on the platform when it comes to esoteric and complex topics and questions
@ElevateMindVibrateHigh
Жыл бұрын
However after finishing the video I don’t believe msft has a chance to dethrone google not now not in 10 years
@Arfur_Foulkesaycke
Жыл бұрын
@@ElevateMindVibrateHigh have you tried advanced search
@AliKhan-ft1uu
Жыл бұрын
Google is a household name when it comes to search as Adam alludes to. Brand recognition is a strong and hard to detach from. My opinions are my own.
@jojobe8446
Жыл бұрын
Ouch 😂
@ctrs4791
Жыл бұрын
I will always us Google and never use bing
@mohdmansormohdrozali7010
Жыл бұрын
The fact that I still log in to ChatGPT using Google account on Chrome platform meaning that Nadella still have a long way to go 😂
@sameroulis
Жыл бұрын
I hate Microsoft and their products..
@dtrini2dbone1
Жыл бұрын
The error may been a plus to Google to allow for share buyback at a low price.
@mrong5815
Жыл бұрын
Adam thanks for the deep study on Google!, i think Google looks good because they can also write u a good poem.. 😄
@miriammaina6216
Жыл бұрын
thanks very educating. ...
@Chronoxidex
Жыл бұрын
Fair enough, i use Edge to Download Google Chrome when i first had my PC. Never ever used since then 😂
@DRJTUBECHANNEL
Жыл бұрын
Appreciate the unbiased analysis. The reality is Edge and Bing remind me of the 90s and early 2000s…don’t know why. Never cared or use them
@donlight3289
Жыл бұрын
chatGPT reduces the need to go to many sites. If Google does something similar or better than this, it will only hurt its profits. Because Google makes money from ads on sites that Google's search engine points to. Therefore for Google it is a lose-lose situation. Because whether Google has a chat robot or not, it will lose revenue from advertisements on many sites. Most of Google's income (about 80%) is from the Google search engine. Without the advertisements through it, Google will lose significantly. And that's exactly what a chatbot is going to do, whether it's made by Google or Microsoft.
@zhichen6768
Жыл бұрын
That is the key point
@edd6413
Жыл бұрын
Buy, Buy, Buy, Buy!!!!!
@air_dragonclash1576
Жыл бұрын
Whatever competition between MSFT and GOOG, I don't know I can leave KZitem or WeChat. I use those 2 everyday.
@ryanyoutube7315
Жыл бұрын
Well, thing is. Google $ model is search to ranking model, with AI bard or chatgpt, this model changes to search to answer. Means majority of ad revenue will need to be pivoted. Interesting to hear your views
@Daddy-jj9iz
Жыл бұрын
You have completely misunderstood Google's problem. Using a chatbot integrated into a search significantly reduces access to websites and thus causes enormous damage to Google's advertising revenue. This is the real reason why Google refused to integrate their chatbot into the Google search engine. Now they have to do it. But it's a shot in the foot for them. The better this bot is, the less people will visit websites, and the more Google will lose. Google loses here in any situation. This is a lose-lose situation for Google.
@kevingarnett2000
Жыл бұрын
Not an expert here. But Google owns Android and even if google version of chabot is not as superior, it can still have massive reach
@steve13nach
Жыл бұрын
I can’t live in a world where I use Bing over Google LOL
@ClassicalFanNL
Жыл бұрын
It will take years for a company to take away market shares, unless the dominant player goes bankrupt all of the sudden.
@d-sto687
Жыл бұрын
1.000.000 Abos inc. Great Content Adam. Greatings from Germany. The Thing ist i will use Alphabet to google for Maps, Chrome etc. and i will use chatgbp too. If i am on the mobile i think its better not typing, on the PC i will use Google tools for all.
@myle6749
Жыл бұрын
Videos from Mr. Khoo is like water to my investor soul 🧡
@renzelkhamacho1379
Жыл бұрын
Nah, Google is too powerful, most people don't even know that there's other search engines out there except Google
@air_dragonclash1576
Жыл бұрын
You are right about Google map. I used it to find place and get direction all over the world.
@yeeen123
Жыл бұрын
My thoughts are Google now just careless accidentally shown a bug to the public. Doesn't mean Microsoft's pdt is perfect. If after release Microsoft's pdt turns out to be a disappointment then back to the same playing field. If Microsoft's pdt is proven to be a success then they may take away more n more of Google's market share. Very hard to say now
@dennisw8026
Жыл бұрын
King Google rolls on, this panic is a good buying opportunity.
@Tigerzbeer
Жыл бұрын
All these Google numbers beating Bing is "before arrival" of ChatGPT. I will be anxious to see Bing 3% market share start growing and eating Google market share. With Baidu, Alibaba also joining the AI competition, it will be everyone gain 🙂
@dameinoferrall2400
Жыл бұрын
i'm buying as much google as i can on the way down. the lower the better. expect a double up in a month.
@ktwong156
Жыл бұрын
Never heard of bing till last week
@McMalhon
Жыл бұрын
I think its a ridiculous concept that Bard's mistake was the reason Google lost 100B in market cap terms. Google's real problem is that Its very difficult to integrate ads to Chat. Chat GPT -style services compete with their existing search ad business, which is 50+% of their revenue. Now, in order to remain competitive, they have to integrate a service (Bard) that its going to eat away from their biggest revenue source (Google Ads).
@Dailynetstock
Жыл бұрын
I just added some share before the market closed
@Asian_Connection
Жыл бұрын
The first thing Google got wrong is to name chatbot Bard. with name like that it will never succeed.
@andrewslayer9
Жыл бұрын
they can change name . chatgpt sounds even worse
@renling
Жыл бұрын
Adam you are the best👍
@Bronceado7184
Жыл бұрын
Thanks Adam for the break down information
@CezaryBlawat
Жыл бұрын
Possible but not probable ;)
@johniamranond6508
Жыл бұрын
Google. Agree. Buy
@miguelteran-raful2718
Жыл бұрын
Also cpi data next week
@ericjohnson8586
Жыл бұрын
No one believes in chat gpt
@Bobbyfuckingaxelrod
Жыл бұрын
I’m sorry but Bing is garbage. When you have the masses agreeing to products like Google Maps being integrated into cars because it’s maps are superior to every navigation / map system you can’t compete. It would cost even Mr. Softy a pretty penny to build superior products. I stopped using Microsoft products a long time ago and never looked back. It’s similar to using Apple products for the first time. Everyone has been trying to take a stab at them for years and 10-20 years later, no one is even close. It’s not as easy to catch a market leader but just throwing money at some new trendy product launch. Even as exciting as AI.
@asianguyinmd
Жыл бұрын
I love Google for their everything, Google Maps, Drive, KZitem, etc. (and these are free). I even changed the lyric of a song ... How do I live without you (Google Maps)? How do I get through a night without you? If I had to live without you, what kind of life would that be? Oh I, I need you in my phone, need you to guide. You're my world, my drive, my eyes. If you ever leave, Google you would take away everything good in my life. And tell me now, how do I live without you (Google maps)? I want to know. How do I drive without you, if you ever go? How do I ever, ever survive?
@pockettradingmentor
Жыл бұрын
Awesome video ❤
@Anders01
Жыл бұрын
I believe that Microsoft could win the AI search race. Because of "good enough" and first-mover advantage. It probably depends on if Google can catch up fast enough or deliver a far superior AI search in the future.
@TheZyphre
Жыл бұрын
how about using AI to do away with spam and phishing mails/comments firstly....
@somewhereinsthlm2153
Жыл бұрын
Google is at minimum at the same level as OpenAI, if not more advanced. I wouldn't worry about it.
@hotprop92
Жыл бұрын
On some level this Chatgpt reminds me of Tesla's FSD. Infrastructure my dear Watson, it's all about infrastructure.
@lg07632
Жыл бұрын
ChatGPT cannot provide the info, all summarized and easier to understand, like you Adam!
@Deepzombie
Жыл бұрын
I think you are making one mistake in this analysis. I’m not necessarily worried about Google but you compare “search” as we use it today. In fact this new way of searching is a disruptor. Microsoft’s suite of productivity apps will integrate this technology so they do not necessarily need to compete through bing. This means that Chat GPT like ai will change how we interact with computers and applications. Since MS have far more popular applications for productivity this is a new attack vector where google actually can be challenged. Further the market now considers Google as followers, and honestly they have not invented much recently, mostly acquired companies. I have no doubt about Google being able to have as good AI but is the best place for this tech in search box in a browser? Traditional search with maps etc. will still live on so Google will definitely not go under but for the first time I think they feel threatened in their strongest area. No one will Google in excel.. still, Market over reacts as usual so I think that this will be a buying opportunity.
@Maxfisg22
Жыл бұрын
For a much more in depth look at Google vs MSFT (I also happen to own both in my portfolio) I'd listen to the All in Podcast this week. Far more in depth about what this will do to Google's short term margins. Now that there is a potential alternative, MSFT gaining any market share would be a big win given their low market presence. Google can't afford to have that happen so they are in a tougher position with less leverage in negotiations. Fact is chatGPT functionality is just beginning to be discovered. All the points Adam has raised in this video do not account for the added functionality that are 10x productivity multipliers for knowledge workers. Competition that didn't exist is now here and while Google is still very very much the 800 lb gorilla, they need to be a hell of a lot more careful and work preemptively (more capital) on preserving their revenue stream. Oh and by the way bing this bing that may not sound so good but, let me bing you the answer doesn't sound nearly as bad. Just saying. Its all just marketing.
@C.u.d.s
Жыл бұрын
The way I see people using ChatGPT is all to produce something. Which makes it an assistant, not a search engine. Which is why….. BRING CLIPPY BACK!
@dbanka471
Жыл бұрын
Your analysis is sooooo insightful……high quality……an aside won’t this help google defend the government’s anti trust claims for search? Love how you end it with ideas on how to approach this as a long term investor….thanks for sharing
@devilmaycry1710
Жыл бұрын
Adam why don't you make video on world 2nd richest man fraud adani?? I'd like to hear from you
@nancytandela4364
Жыл бұрын
High Five Adam! Great breakdown analysis of both companies! Awesome info to let me know what to do as investor! Thank you Adam! Personally do not like Bing and do not use it!
@jimmychihang
Жыл бұрын
what Adam say is true, but we have learned from history that Yahoo, icq, nokia were the King at that moment.
@dogegamer3288
Жыл бұрын
The 3 out of 4 major indices with a golden cross, which has never followed with a crash is keeping me optimistic. Also, found another very interesting thing on the SPY chart. If you zoom out to the monthly and look at the 50 month MA, the market once it touches and bounces off that line never returns for a second touch, it just goes up every time for months/years and we've already lifted off from there.
@Ty_7
Жыл бұрын
a lot of the world still isn't properly online, so there is a lot of room for growth and it isn't likely to change from google it to microsoft it for so many reasons the least being is sounds wrong. There is room for booth and microsoft has their hands in many other cookie jars this is mostly just keeping google on theirs toes and stirring the pot a bit. They also could get lucky so who knows, but they wont bet the house on it.
@rolandvanvliet1
Жыл бұрын
Strong analysis. I agree Google has many USPs , which are not that easily copied. So far Microsoft never managed to build a better search engine nor browser, hence it is still a big question mark who will win this war.
@anuragfarande4829
Жыл бұрын
Thank u for great content ❤️
@bensontoh92
Жыл бұрын
What if window integrate chatGPT into window OS? That would be different say
@johnbezos4171
Жыл бұрын
Search is going to change and difficult to say if the same margins will be made on search, so it is not so much about moat and most used but also about monetization. If apple feels confident to ask 10B more to be the main search engine on apple products, less profit is made.
@sia593
Жыл бұрын
never heard bing and will never use it. the UI so complicated and lag
@realmlee8803
Жыл бұрын
Nutella vs Bard Sundar tossing roti prata competition
@ejbaltazar3033
Жыл бұрын
Thank you for your thorough analysis and candid comments.
@ichoudhury007
Жыл бұрын
It may turn out to be like the AWS vs Azure scenario. Google will lose market share and Microsoft will gain but it will be a while if they want to turn ‘Bing it!’ Synonymous to searching 😅
@Jamerican284
Жыл бұрын
That will never happen! 😊😊😊😊
@C.u.d.s
Жыл бұрын
I think Nadella’s idea is that it’s the quickest way for them to integrate AI. . Better options out there like Office Suite
@SG-tz7jj
Жыл бұрын
As a AI engineer I can say , Chat gpt is developed on transformer architecture pioneered by Google, Google is way more sophisticated. Chat gpt is just a very tiny model .
@deepaklaishramz
Жыл бұрын
Adam can you please do a video on Adani of India stock market
@nagothadinesh4871
Жыл бұрын
Bing Bong Bong and Zero 😆😆😆😃😃🤣🤣
@riccardoruocco9906
Жыл бұрын
Amazing video. Well done!
@tamages
Жыл бұрын
Think they have their own strength.
@landisk3530
Жыл бұрын
May the forces be with you!
@googlytrader
Жыл бұрын
Just buy when drop
@tebohopentse1677
Жыл бұрын
Google will continue to dominate
@nagothadinesh4871
Жыл бұрын
Bing is crap
@erictremblay9567
Жыл бұрын
Wow good work Adam !
@g1.Bhambhi
Жыл бұрын
Thank You Sir 😊
@yunuu
Жыл бұрын
One risk Google has is because they are so huge, development changes will become much more challenging, thus will slower. I can imagine the stress level of their staff when presenting Bard, eventually making mistakes. On the other hand, Microsoft has nothing to lose in this sense for search engines, and they have all the reason to slay the dragon. Although Msft was losing in search engines, they have their edges in other area, recently their developers' tools are really attractive and draw much attention in the developers' community.
@ericlewandowski
Жыл бұрын
You could say Microsoft has the "Edge" hehe
@yunuu
Жыл бұрын
@@ericlewandowski Ironically, Msft Edge was built on top of Chromium open-source core. Technically will have similar performance with Google Chrome. Seems Msft are so eager to compete with Google.
@thealchemistinsearch
Жыл бұрын
Solid content.
@christianh.riiser2807
Жыл бұрын
Excellent video - Adam !
@NKMK7
Жыл бұрын
First
@fujobu741
Жыл бұрын
If Google didn’t have bard it would be an issue but once Google inserts bard there is still no need to switch to Bing.. chatgpt makes errors as well.
@tommyshelby92
Жыл бұрын
Google forever, definitely. Loaded more shares on the dip and long call options
@lucaslai9449
Жыл бұрын
It will take some time for MSFT to integrate ChatGPT into their products and perfect it so there's still another mountain to climb. For GOOG, they have more data than anyone else in the world so Bard would eventually become smarter but only if it "learns" from accurate data. FB has tons of data as well but most are very low-quality comments/noises from FB users so they even didn't mention about joining the AI race lol.
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