It’s Over! Google has beaten OpenAI and ChatGPT
@Travis Hoium：
A year ago, if you wrote something nice about $Alphabet(GOOG)$ $Alphabet(GOOGL)$ , someone would respond with something like, “They’re cooked. Ever heard of ChatGPT?”The sentiment around Alphabet CEO Sundar Pichai was about as bad as it could get. He didn’t know how to innovate. Google was terrible at making new products. A “woke” culture couldn’t win in AI (see early Gemini images). Today, Google seems inevitable. And I’m struck by how simple the answer was and continues to be as an investor. Buy Alphabets stock and just hang on for the ride! The History of DisruptionThe negative sentiment around Google was always about disruption. ChatGPT was first to “figure out” the AI chatbot, and that would disrupt