Tesla Investor Ross Gerber Warns Google Faces 'Existential Threat' From AI Search Tools Like ChatGPT And Perplexity
Tesla Investor Ross Gerber Warns Google Faces 'Existential Threat' From AI Search Tools Like ChatGPT And Perplexity
Google has a real issue with AI related searches eating into their business. Perplexity AI is pretty impressive, along with ChatGPT. I barely use traditional search anymore... $GOOG $MSFTRoss Gerber, CEO of Gerber Kawasaki Wealth and longtime investor in Tesla Inc., has voiced his apprehensions about the sustainability of Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google's business model.
格柏川崎財富首席執行官、特斯拉公司的長期投資者羅斯·格伯對Alphabet Inc.的可持續發展表示擔憂。”s（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOGL）谷歌的商業模式。
What Happened: On Wednesday, Gerber took to X, formerly Twitter, and underscored the mounting threat to Google from AI search competitors like OpenAI's ChatGPT and Jeff Bezos-backed Perplexity AI.
發生了什麼：週三，格柏在X（前身爲推特）上強調了來自OpenAI的ChatGPT和傑夫·貝佐斯支持的Perplexity AI等人工智能搜索競爭對手對谷歌的日益嚴重的威脅。
"Google has a real issue with AI related searches eating into their business. Perplexity AI is pretty impressive, along with ChatGPT. I barely use traditional search anymore," he posted.
「谷歌確實存在與人工智能相關的搜索影響其業務的問題。Perplexity AI 和 ChatGPT 都給人留下了深刻的印象。我幾乎不再使用傳統搜索了，」 他發帖說。
Google has a real issue with AI related searches eating into their business. Perplexity AI is pretty impressive, along with ChatGPT. I barely use traditional search anymore... $GOOG $MSFT
— Ross Gerber (@GerberKawasaki) October 16, 2024
谷歌確實存在與人工智能相關的搜索影響其業務的問題。Perplexity AI 和 ChatGPT 都給人留下了深刻的印象。我幾乎不用傳統搜索了...$GOOG $MSFT
— 羅斯·格伯 (@GerberKawasaki) 2024 年 10 月 16 日
These observations come at a time when Google is embroiled in an antitrust battle with the Department of Justice.
這些觀察是在谷歌捲入與司法部的反壟斷鬥爭中得出的。
In another post on X, Gerber noted the timing, highlighting the irony of the DOJ targeting Google for its business practices just as the company faces a significant "existential threat" from AI-driven competition.
在X的另一篇文章中，格柏指出了時機，強調了司法部針對谷歌的商業行爲具有諷刺意味，而谷歌正面臨來自人工智能驅動的競爭的重大 「生存威脅」。
He said, "Google better get busy."
他說：「谷歌最好忙起來。」
Right as the irony of the Justice Department going after Google for their business practices. Just at the time when they have a real existential threat to their business. Google better get busy... $GOOG
— Ross Gerber (@GerberKawasaki) October 16, 2024
具有諷刺意味的是，司法部追捕谷歌的商業行爲。就在他們的業務面臨真正的生存威脅的時候。谷歌最好忙起來...$GOOG
— 羅斯·格伯 (@GerberKawasaki) 2024 年 10 月 16 日
Why It Matters: The ongoing legal battle between Google and the DOJ has reached a critical juncture following a federal judge's ruling that found the tech giant to be an illegal monopolist in the online search market.
爲何重要：在聯邦法官裁定這家科技巨頭是在線搜索市場的非法壟斷者之後，谷歌與司法部之間正在進行的法律鬥爭已經到了關鍵時刻。
The DOJ is pushing for both behavioral and structural solutions to curb Google's monopolistic practices.
司法部正在推動行爲和結構性解決方案，以遏制谷歌的壟斷行爲。
This might involve splitting off key parts of Google's business, like its Chrome browser or Android operating system, which play a crucial role in maintaining its search dominance.
這可能涉及拆分谷歌業務的關鍵部分，例如其Chrome瀏覽器或安卓操作系統，這在維持其搜索主導地位方面起着至關重要的作用。
Wedbush analyst Dan Ives previously said, "We continue to view structural changes as an unlikely outcome for Google as a result of this case and expect any material business model impact will relate to search distribution."
Wedbush分析師丹·艾夫斯此前曾表示：「由於此案，我們仍然認爲結構性變革對谷歌來說是不太可能的結果，並預計任何重大的商業模式影響都將與搜索分發有關。」
