Community Member: has Google stock peaked considering your post on Apple planning to invest in ChatGPT’s OpenAI?
My Response: It may not be a great idea asking a village boy to offer an opinion on the market performance of Google or any company. But what I do posit is that while Google can continue to rise and do well, if Apple does go ahead and invest in OpenAI, Google’s search partnership with Apple which enables Apple to make Google Search page its default page on the Safari browser, is imperiled, despite the $20 billion plus yearly fee which Google pays for that digital real estate on Apple devices.
In other words, with OpenAI, we can see Apple Search at scale, and that would be a massive disintermediation for Google business within the Apple ecosystems.
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Would that affect Google revenue – and in extension the short-term stock performance of its parent company (Alphabet)? For that, you can ask ChatGPT!
Of course, Google is an innovator and continues to do great things.
Google has rolled out AI technology capable of predicting early signs of disease based on sound. HeAR is a bioacoustic foundation model trained on 300 million pieces of audio data from around the world that can detect subtle differences in cough patterns. The AI can be loaded onto a smartphone and could become a critical tool in early detection of diseases, such as tuberculosis, in areas where expensive diagnostic hardware isn’t available. Google is also researching a model that uses ultrasound for early breast cancer detection.
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