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https://www.laptopmag.com/features/dont-...-dethroned
Been hearing good reviews of the Pixel 7 and Pixel 7 Pro since its launch in Nov. The Pixel phone seems to be of the same performance as compared to Apple's but are $100-$200 cheaper. Seems like the Pixel is now a tough rival to Apple's Iphone
It seems Alphabet is building an ecosystem similar to Apple and this may mean Apple and Alphabet are going to be direct competitors to each other. Alphabet has bigger advantage of having a larger suite of services in the form of Office Suite, Maps and search engine. Apples advantage is that it has a brillant in-house marketting department which does worldwide advertisement.
Coincidentally, Apple is emarking on its own Apple maps to rival Alphabet's
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20-12-2022, 07:42 PM
(This post was last modified: 20-12-2022, 07:42 PM by Wildreamz.)
1. People who buy iPhones, don't care about specs/cost.. They want an iPhone, and want to use iOS period. All their Apps and subscriptions are on iOS, too much of a hassle to change. So this will not be much of a threat to Apple's ecosystem.
But it might be competitive in the Android space (better to compare to other Android phones in similar price range).
2. Performance isn't comparable: https://www.phonearena.com/reviews/Pixel...Max_id5382
Apple's SoC technology is in a league of it's own.
(vested in Alphabet)
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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(28-10-2022, 12:09 PM)weijian Wrote: Youtube is the only social media I use right now. While I am not going to become world class any time soon, but a huge aspect of my learning is coming from Youtube since the Covid19 outbreak.
It's a great source of knowledge. The problem is the need to sift through and filter out low-value sources. Otherwise, it is like being given a library card to unlimited books from the greatest library in the world.
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09-02-2023, 06:40 PM
(This post was last modified: 09-02-2023, 06:40 PM by weijian.)
Long but comprehensive discussion covering many aspects on ChatGPT vs Google.
How much should Google worry about ChatGPT?
Look at America’s fifteen most popular Google searches by keyword:
How many could ChatGPT answer? Where would it outperform Google? It could not give you location data, weather information, or news. Sure, it could spit out a few website links, and it might have the edge in translation. But that’s about it. ChatGPT shines in solving the complex but doesn’t attempt the simple.
Another issue for ChatGPT is its reliability. As part of their praxis, the ancient oracles inhaled ethylene, a gas with an anesthetic effect. Perhaps this is why visitors like Croesus received such gnomic advice.
ChatGPT has a similar issue. It is a rare genius – but one that huffs paint-thinner in the supply closet. As a result, ChatGPT “hallucinates” up to 20% of its answers by some estimates, which means it invents them from whole cloth. It will concoct lists of academic papers or devise theorems about undrainable lakes.
https://www.generalist.com/briefing/all-the-answers
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The perception I get from social media and financial circles is that this is a lose-lose situation for Google, they have everything to lose and nothing to gain, while Microsoft have everything to gain and nothing to lose.
In my view, although the risk here is existential for Google (that they cede margins and market share), the potential upside is also tremendous. By increasing the utility of Google Searches exponentially, they could potentially expand the TAM to other domains, such as Productivity, Edutech, HealthTech, Enterprise software, or even take engagement share from traditional social media such as Facebook, Instagram and TikTok.
Also, the reason Bing loses to Google, is not because of quality of search, but integration with other webapps (Android, Chrome, Maps, Drive, Email, Bookmarks, passwords, login accounts etc.); most people aren't going to uproot their online habits just for ChatGPT or slightly better search results.
Finally, another big reason Bing loses out is UI/UX:
https://twitter.com/hunktwink123/status/...9625611265
https://twitter.com/danqing_liu/status/1...WNaJRLUAAA
Generally, I trust Google more in that department:
https://twitter.com/wintermoat/status/16...WNaJRLUAAA
(2c vested in Google)
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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09-02-2023, 09:25 PM
(This post was last modified: 09-02-2023, 09:30 PM by ¯|_(ツ)_/¯.)
@w
bing + edge - if you see the demo, it's completely at another league.
I never doubt about google until I saw the demo.
I wouldn't be buying google anytime from now on. 
For those who don't have patient to watch such a long video, skip forward and begin at 34:30
For those valuebuddies who wanted to see for the first hand how bing+edge could help in your investment, skip forward and begin at 34:30
Gratitude.
After watching bing+edge and thinking back on how confident I was with google search engine's undestructable niche/edge....
that I suddenly remembered exactly why WB refused to vest in technology stocks....
![[Image: i-look-for-businesses-in-which-i-think-i-can-864235.jpg]](https://cdn.quotes.pub/1920x1080/i-look-for-businesses-in-which-i-think-i-can-864235.jpg)
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09-02-2023, 10:08 PM
(This post was last modified: 10-02-2023, 01:10 AM by Wildreamz.)
Agree in the sense that, Google's strength as an investment was its predictability and cash flow, which is at risk right now due to the paradigm shift brought about by ChatGPT.
If that's your original investment thesis (predictable growth in their search business), you'd need to rethink and recalibrate.
(vested in Google)
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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As someone who is IT trained, keeping up with the latest IT developments is too much effort for me.
--------------------------------
Warren Buffett: What It Means To ‘Understand’ A Business
https://acquirersmultiple.com/2021/08/wa...-business/
".....It isn’t that I don’t understand say the software products in general of a Microsoft you know but I don’t know how that industry is going to develop over 10 or 20 years.
I don’t… I didn’t know that Google was going to come along in terms of search, or all kinds… so anything that’s rapidly developing, that has lots of change embodied in it, by my definition I won’t understand...."
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10-02-2023, 01:15 AM
(This post was last modified: 10-02-2023, 01:16 AM by Wildreamz.)
For those who have not tried ChatGPT, here is the free link (just use Google Login): https://chat.openai.com/chat
Try to ask it to do translation (it understands and converse in dozens of languages), write poems, write emails, write resume, proof-reading, copy and paste articles and let it summarize. It can even write code. Pretty wild. I'm using it everyday.
That said, is the average user going to uproot their habits to switch to Bing + Edge just to have access to it? When there are many free alternatives emerging, including vanilla ChatGPT? I seriously doubt.
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
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10-02-2023, 08:20 AM
Thanks W for sharing the URL.
This URL (model) is rather limited but still brilliant comparing to google.
Give it a try: What is 0 divide by 0
The same video on bing + edge but focusing on why I think why it put google into a tough corner.
Enjoy:
Gratitude.
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