Why This Analyst Prefers Microsoft Over Google In The AI Race— 'You Don't Have The Downside Risk Of...' [Yahoo! Finance]
Alphabet Inc. - Class C Capital Stock (GOOG)
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Source: Yahoo! Finance
Inc.'s (NASDAQ: GOOGL ) Google AI business and why they think the Sundar Pichai -led company could be at risk. On Wednesday, John Freeman , Co-Founder and Senior Analyst at Ravenswood Partners, highlighted the potential impact of Microsoft's Azure on Google's AI business, particularly in the context of the upcoming ChatGPT 6 and the Gemini 3. Johnson pointed out that Google's traditional business model, which relies on providing links instead of giving direct answers, has been impacted by ChatGPT, and this shift could potentially cut into Google's revenues. “Anything on the margin that clips it, I think would really…hurt the stock,” he stated. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share Missed Tesla? EnergyX Is Tackling the Next $200 Billion Opportunity — Lithium Freeman expressed his preference for Microsoft over Google as a stock, citing Microsoft's Azure as the leading AI cloud provider and its potential
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