Still need some more time for AI
$Microsoft (MSFT.US)$ and $Alphabet-C (GOOG.US)$ both are competitors right now since the launch of OpenAi’s chatGPT
in the future , Large language model Artificial Intelligence will be alternative for search engine (such as Gooogle) or could potentially replace it .
for now, it is still premature to see the massive of impact brought by AI, as it is still in the infancy stage, and there is no channel to monetize tools like chatGPT , as of compare to search engine or social media.
Hence , for months or years to come , Alphabet and Meta will still be dominating the advertisement space .
Meanwhile, while waiting for the AI Technology to go mature , companies like Microsoft and Alphabet will still have to invest a lot in AI before they can monetize .
no matter how it goes, the man who sell the tools to train an AI $NVIDIA (NVDA.US)$ will be the one who laughs to bank in the first wave of AI
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