01/14/2023

Thread

Tweet 1

@avg_wrng_ans Even if bing displaces Google it wouldn't double their market cap. And that seems unlikely to me. Maybe they have enough of a moat small players couldn't copy them but it doesn't seem like OpenAi has done anything Google couldn't quickly do.

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Tweet 2

@avg_wrng_ans Possible google is sort of a dead player though considering how much search quality has seemed to degrade and the weird product strategies

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