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Strategies & Market Trends : Value Investing
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To: petal who wrote (77961)8/24/2025 10:51:05 AM
From: Sean Collett  Read Replies (1) of 78505
 
RE: GOOG

<< I just have difficulty seeing how GOOG stock can be at an all time high, while its main product (Google.com) is so obviously threatened to its core by GPT.>>

This also assumes Google has no counter product of it's own which they do in Gemini. If Google can continue to monetize it's own Gemini product then it has a path to move from what I call Search 1.0 into Search 2.0 (AI).

I find both products to be meh and prefer to rely on my own brain for thinking, but they exist and I suppose I can't fight that they do.

I am asked more and more to "find ways to implement AI into the company" where I work and I laugh. There isn't much real-world use case to eliminate functions and/or reduce process as most think. That stated, I like to feed GPT and Gemini things and see which product gives me something realistic and I find Gemini to be the better and often faster product. Less prompts and quicker output.

I think the new GPT 5 is not much different than GPT 4 and this makes one think that perhaps the LLM world is finally seeing limits in how far it can truly improve?

Anyway, I think GOOG has a path forward and the LLM space won't be monopolized by OpenAI and ChatGPT. GPT is also relying on so much external monies to thrive and a core of their existence is built on the partnership with MSFT. GOOG is thriving on its own.

When or if these platforms can stand on their own and can be successfully monetized then I am sure GOOG will be able to do so. Coming soon to an LLM near you, "this prompt sponsored by Donepezi".

Happy investing,
Sean
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