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Thinking through the Bull Case for OpenAI’s threat to Google’s dominance

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ChatGPT’s interface is to say the least, bold. A chat interface is unbounded in the requests you can make, and the nature of its singular answer delivered with an “English professor’s writing skills [and] an encyclopedia’s knowledge base”, can leave you in the trance of believing its omniscience.

ChatGPT’s interface is to say the least, bold. A chat interface is unbounded in the requests you can make, and the nature of its singular answer delivered with an “English professor’s writing skills [and] an encyclopedia’s knowledge base”, can leave you in the trance of believing its omniscience. Of course, there are some categories of queries for which ChatGPT is magic, and many where it is plagued by hallucinations or inaccuracies. It’s easy then to wave off any speculation on OpenAI’s threat to Google as blinded by hype. But doing so would be short-sighted. What could the bull case be? I…

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