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To: petal who wrote (77976)	8/26/2025 9:16:47 AM
From: Sean Collett	2 Recommendations Recommended By Lance Bredvold petal Respond to of 78505

If we take this back to GOOG though, the fact they have their own LLM and it rivals GPT from a quality standpoint does protect them as search 1.0 begins to be phased out due to new technology. The core then comes back to how they monetize it the way search is, but that stated, GOOG has plenty of life and in my view the stock price has not reflected this. Back to AI. Now while GPT may have that first-to-market edge, there is risk other products provide better results over time. The weak launch of GPT 5 opens the doors to other competitors creating a product that provides better quality answers or faster answers. If we go back in time a bit and look at the PC market we can see how big players once dominated and then lost share as technology rapidly evolved and customer expectations with it. Where's Gateway Computers today? DELL on the other hand was in the same market as Gateway and survived by pivoting into IT servers and also taking share of the business laptop space. Markets evolved quickly. IMO this isn't BING vs. Google; GPT, Gemini, and various others all came up at the same time. Google search launched in 1997 and Bing didn't see the market until 2009 and by then that was almost a decade of Google building market habits and at a time the internet was really growing up. Nuance but critical to point out as the internet itself was finally becoming available and used at scale and Google came up during this time and offered better indexing and a clean UI which was not the norm looking at what Yahoo! had or even Ask Jeeves. What you got from Google search was very different in quality compared to Yahoo! or Ask Jeeves and I just don't see this gap in GPT, Gemini, or others. Yes, they perform certain functions better over each other but the gap isn't search 1.0 wide. I also think GOOG has the edge today in that they can begin to integrate over time their Gemini product into their Android OS. Even if a user is not interacting with Gemini directly and prefers GPT, they're still interacting with Gemini now if they use an Android for their phone OS. OpenAI is extremely reliant on outside sourcing of capital and partnerships. Microsoft is a key partner for them and in the event MSFT decides to develop in-house, slow capital, or whatever else this puts OpenAI/GPT R&D at risk. If GPT 6 is received as GPT 5 is then this also opens OpenAI to slower outside capital investments too if one thinks they can't get the ROI. In a world of HD DVD vs. Blu-Ray, we should not pick our winners yet especially as the tech is rapidly evolving and because the market itself is on a sugar high. -Sean

To: petal who wrote (77976)	8/26/2025 2:53:07 PM
From: bruwin	2 Recommendations Recommended By candsrr petal Read Replies (2) \| Respond to of 78505

OT. I have a suggestion ....... when you put an abbreviation into your post, such as "LLM" or "ML", it may be an idea to first lay out what "LLM" refers to, in a way such as "Looks Like Mars (LLM)". In that way, should the reader come across "LLM" again, the reader will know, in your ongoing dissertation, what "LLM" is referring to ...... speaking for myself I have no idea what "LLM" is referring to .... With regard to these Artificial Intelligence (AI) web sites, I've found that one can put EXACTLY THE SAME Question to each of them, and their answers, or the content of their answers, can differ to some extent or another. I've been using the likes of GROK, DEEPSEEK and PERPLEXITY, especially with regard to searching for companies with regard to their financial fundamentals, or searching for companies with specific "interactions" to international markets, etc, ----> Asked DEEPSEEK -----> Message 35236169 Message 35229782 Asked GROK ------> Message 35238497