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The launch of ChatGpt at the end of 2022 was a fork for the high-tech industry. Many of the names under “Fan” contain umbrellas. Microsoft, Metaand alphabet (NASDAQ:GOOG), now known as the epic 7. nvidia Added to the list. But with the first AI Gold Rush Over, the industry is at a crossroads.
innovation
One of the biggest challenges facing the tech industry today is a sense of purpose. Back 15 years ago, people like Google have overturned traditional business models with relentless innovation. The vision of “organizing information about the world” was very simple yet very powerful.
But today, these same businesses have lost the mindset of entrepreneurs, losing more content by moving chess around the board in search of killer AI apps. applefor example, it has not been innovated for years. The release of new iPhone models no longer captures the imagination of the masses. At the same time, businesses are struggling to find a way to integrate AI capabilities into their mobile phones.
confusion
Fifty years ago, the pace of corporate updates was a bit of an ice age. Large companies with financial muscles will introduce progressive innovation. The dawn of the internet has changed everything. The exponentially growing technology has strengthened the rise of “garage” entrepreneurs. In other words, how something like YouTube started.
But even this phenomenon is reversed. Generation AI and large-scale language models mantras are bigger. More computing power is converted to a better model. However, the cost of nvidia Chips are so prohibitive that only mega-cap companies can play in this space. It’s no wonder Deepseek found an opportunity.
Search Engine
As AI technology evolves and begins to solve more and more challenges, one of the most confusing companies is Google.
Google’s advantage in the search engine space is unparalleled. Even Microsoft’s deep Microsoft with its Bing search engine couldn’t break through.
However, stocks fell sharply last week. This comes after Apple’s senior executive revealed that Google searches fell for the first time in April on Apple’s mobile Safari browser. Google responded quickly in a statement about the effectiveness of continuing to see the growth of search engines from Apple’s devices and platforms.
The absolute dominance in the search engine market has attracted the attention of regulators. Recently, they lost two federal antitrust laws and called for disbandment.
I’m sure you’ve noticed a summary of AI-generated on search results over the past few months. Open AI may be in the midst of its own identity crisis, but more people are turning to free tools to answer everyday questions on virtually any topic.
Today, marketers are trained in search engine optimization (SEO) techniques. It is the whole foundation that ensures they sell their business and that it is always heading towards the top of Google search.
I’m not saying that Google’s entire business model has ended. However, for the first time in its history, its business model is under real threat. Since the sale, the stock price has become the cheapest of the 7 spectacular shares, based on the price-to-earning ratio. But I haven’t bought it. Not until we see real evidence that it can become a destroyer again.
