Google's Search Business Could Be Challenged By OpenAI, Says Gene Munster: 'It's A Function Of Time'
Google's Search Business Could Be Challenged By OpenAI, Says Gene Munster: 'It's A Function Of Time'
Gene Munster, a prominent tech analyst, at Deepwater Asset Management has predicted that OpenAI could pose a significant challenge to $Alphabet-A (GOOGL.US)$ in the search business, despite its ties with $Microsoft (MSFT.US)$. Munster's forecast comes on the heels of Apple Inc's (NASDAQ:AAPL) potential partnership with OpenAI.
深水资产管理公司的著名科技分析师吉恩·芒斯特曾预测，OpenAI可能构成重大挑战 $谷歌-A (GOOGL.US)$ 在搜索业务中，尽管它与 $微软 (MSFT.US)$。芒斯特的预测是在苹果公司（纳斯达克股票代码：AAPL）可能与OpenAI建立合作伙伴关系之后作出的。
What Happened: Munster, took to social media platform X, to express his views on OpenAI's potential to disrupt the search business. He acknowledged that OpenAI had not yet announced a search product, but he remained convinced that OpenAI would eventually become a formidable competitor in the search market.
发生了什么：芒斯特在社交媒体平台X上表达了他对OpenAI颠覆搜索业务的潜力的看法。他承认OpenAI尚未发布搜索产品，但他仍然坚信OpenAI最终将成为搜索市场的强大竞争对手。
He also noted that OpenAI's 49% ownership by Microsoft could complicate its path into the search business. Despite this, Munster expects OpenAI to make significant announcements by the end of the year.
他还指出，微软拥有OpenAI49％的所有权可能会使其进入搜索业务的道路复杂化。尽管如此，芒斯特预计 OpenAI 将在今年年底之前发布重要公告。
"I still believe it's a function of time before OpenAI gets more aggressive with search," Munster wrote.
芒斯特写道：“我仍然认为，OpenAI在搜索方面变得更积极是时间的变化。”
Let me wipe this egg off my face; OpenAI did not announce a search product. That said, while shares of $GOOG breathe a sigh of relief (rallied 2%) I still believe it's a function of time before OpenAI gets more aggressive with search.
The relationship with $MSFT (49% ownership)...— Gene Munster (@munster_gene) May 13, 2024
让我把这个鸡蛋从我脸上擦掉；OpenAI 没有发布搜索产品。话虽如此，尽管$GOOG的股价松了一口气（上涨了2％），但我仍然认为OpenAI在搜索方面变得更积极是时间的变化。
与 $MSFT（49% 所有权）的关系...— 吉恩·芒斯特 (@munster_gene) 2024 年 5 月 13 日
He pointed out Google's current advantages, including its 25 years of search data, global distribution, and massive infrastructure. However, he still sees OpenAI as a potential rival to Google in the search business.
他指出了谷歌目前的优势，包括其25年的搜索数据、全球分布和庞大的基础设施。但是，他仍然将OpenAI视为谷歌在搜索业务中的潜在竞争对手。
Why It Matters: Munster's prediction comes at a time when OpenAI is making significant strides in the AI and search sectors. Just days before Munster's tweet, it was reported that OpenAI was on the verge of announcing its AI-powered search product, potentially intensifying its rivalry with Google. This product is an extension of OpenAI's AI-powered chatbot, ChatGPT, and allows it to directly pull information from the web and include citations.
为何重要：芒斯特的预测是在OpenAI在人工智能和搜索领域取得长足进步之际做出的。就在芒斯特发布推文前几天，有报道称，OpenAI即将发布其基于人工智能的搜索产品，这可能会加剧其与谷歌的竞争。该产品是OpenAI的人工智能聊天机器人ChatGPT的扩展，允许其直接从网络提取信息并包括引文。
Moreover, Apple is reportedly finalizing a partnership with OpenAI that could bring significant AI features to its devices. This potential partnership is expected to be officially announced at Apple's Worldwide Developers Conference (WWDC) in June. This development could further bolster OpenAI's position as a potential challenger to Google in the search business.
此外，据报道，苹果正在敲定与OpenAI的合作伙伴关系，这可能会为其设备带来重要的人工智能功能。这种潜在的合作伙伴关系预计将在6月的苹果全球开发者大会（WWDC）上正式宣布。这一发展可能会进一步巩固OpenAI作为谷歌在搜索业务中的潜在挑战者的地位。
Meanwhile, Google is facing its own challenges, including the unsealing of court documents that revealed the company paid Apple a staggering $20 billion in 2022 to be the default search engine on iOS. This deal is a central point in an ongoing antitrust lawsuit against Google, with regulators alleging that the company has unlawfully monopolized the online search and related advertising market.
同时，谷歌也面临着自己的挑战，包括解封法庭文件，这些文件显示该公司在2022年向苹果支付了惊人的200亿美元，成为iOS上的默认搜索引擎。这笔交易是针对谷歌的持续反垄断诉讼的核心要点，监管机构指控该公司非法垄断了在线搜索和相关广告市场。