Is Google slow on the AI train? Might be the first real risk for them in a long time. 

Was also trying out you.com recently, and their performance and results are very impressive. Definitely expect a lot of innovation for search engines in the future

Is Google slow on the AI train? Might be the first real risk for them in a long time.   Was also trying out you.com recently, and their performance and results are very impressive. Definitely expect a lot of innovation for search engines in the future

Jozhe

For all that, this was Microsoft’s quarter—the period when its success in rolling out ChatGPT-powered advances in its Bing search engine and cloud services positioned it to take market share. Indeed, Microsoft Azure matched Google Cloud in revenue growth, which is impressive given that Azure is bigger. It also performed better in search, with 10% growth, although that’s less impressive given that Microsoft is much smaller in that sector, so it’s easier to post faster growth. And as weak as Google’s search growth was—2%—it was still an improvement on its December-quarter performance when revenue dipped. But of the two, Microsoft looks to have the advantage. 

https://www.theinformation.com/briefings/da9ee4?utm_source=sg&utm_medium=email&utm_campaign=article_email&utm_content=article-10356&rc=gzsl71

That certainly seems to be how investors see it. Microsoft stock rose 8.5% in after-hours trading, while Alphabet stock rose just 1.1%. Microsoft is ascendant in tech right now. Can this last?

For all that, this was Microsoft’s quarter—the period when its success in rolling out ChatGPT-powered advances in its Bing search engine and cloud services positioned it to take market share. Indeed, Microsoft Azure matched Google Cloud in revenue growth, which is impressive given that Azure is bigger. It also performed better in search, with 10% growth, although that’s less impressive given that Microsoft is much smaller in that sector, so it’s easier to post faster growth. And as weak as Google’s search growth was—2%—it was still an improvement on its December-quarter performance when revenue dipped. But of the two, Microsoft looks to have the advantage.   https://www.theinformation.com/briefings/da9ee4?utm_source=sg&utm_medium=email&utm_campaign=article_email&utm_content=article-10356&rc=gzsl71  That certainly seems to be how investors see it. Microsoft stock rose 8.5% in after-hours trading, while Alphabet stock rose just 1.1%. Microsoft is ascendant in tech right now. Can this last?

Alphabet has changed how it allocates costs among its different businesses, significantly reducing Google Cloud’s reported operating losses and slightly cutting the reported profits at Google’s ad bus

Briefing: Alphabet Revises 2022 Financials, Cutting Google Cloud’s Reported Losses 35%

Sam Mendoza

Alphabet had some good news to highlight, however. For the first time its cloud computing unit turned an operating profit, of $191 million. You’d have good reason to be wary of that number: Alphabet revealed on Friday that it changed how it allocates costs against its businesses in a way that made the cloud unit’s bottom line look much healthier. Still, let’s not be nitpickers. Google Cloud’s revenue increase of 28%, in a period when companies are scrutinizing spending on IT, is a decent result. And it shows the wisdom of Alphabet keeping its investment in the business, which reduces its reliance on advertising. 

https://www.theinformation.com/briefings/alphabet-income-slips-in-q1-as-cloud-posts-first-profit?utm_source=sg&utm_medium=email&utm_campaign=article_email&utm_content=article-10356&rc=gzsl71

Alphabet had some good news to highlight, however. For the first time its cloud computing unit turned an operating profit, of $191 million. You’d have good reason to be wary of that number: Alphabet revealed on Friday that it changed how it allocates costs against its businesses in a way that made the cloud unit’s bottom line look much healthier. Still, let’s not be nitpickers. Google Cloud’s revenue increase of 28%, in a period when companies are scrutinizing spending on IT, is a decent result. And it shows the wisdom of Alphabet keeping its investment in the business, which reduces its reliance on advertising.   https://www.theinformation.com/briefings/alphabet-income-slips-in-q1-as-cloud-posts-first-profit?utm_source=sg&utm_medium=email&utm_campaign=article_email&utm_content=article-10356&rc=gzsl71

Google parent Alphabet’s operating income fell 13% to $17.4 billion in the first quarter, on 3% higher revenue, as an advertising downturn continued to impact the company. The results also reflected $

Briefing: Google Ad Revenue Declined For the Second Straight Quarter

Score one for Microsoft. At 48 years of age, the software giant may be old by tech standards, but it’s performing better than younger rival Alphabet, as their March quarter numbers showed today. Both companies posted better results than they had for the December quarter, although that’s a low bar, given that neither showed much growth at all then. For the most recent quarter, Microsoft reported 7% higher revenue as growth in its cloud business and commercial software sales helped offset the bottom falling out of devices and PC-related software sales. In contrast, Google parent Alphabet eked out just 3% top-line growth, a result of the stalled digital ad market, which accounts for most of its revenue.

https://www.theinformation.com/briefings/microsoft-reports-modest-revenue-growth-spurred-by-office-bookings-as-it-touts-new-ai-software?utm_medium=email&utm_campaign=article_email&utm_content=article-10356&utm_source=sg&rc=gzsl71

Score one for Microsoft. At 48 years of age, the software giant may be old by tech standards, but it’s performing better than younger rival Alphabet, as their March quarter numbers showed today. Both companies posted better results than they had for the December quarter, although that’s a low bar, given that neither showed much growth at all then. For the most recent quarter, Microsoft reported 7% higher revenue as growth in its cloud business and commercial software sales helped offset the bottom falling out of devices and PC-related software sales. In contrast, Google parent Alphabet eked out just 3% top-line growth, a result of the stalled digital ad market, which accounts for most of its revenue.  https://www.theinformation.com/briefings/microsoft-reports-modest-revenue-growth-spurred-by-office-bookings-as-it-touts-new-ai-software?utm_medium=email&utm_campaign=article_email&utm_content=article-10356&utm_source=sg&rc=gzsl71

Microsoft reported 7% revenue growth to $52.9 billion in the three months ending in March, with most of the growth driven by its Azure cloud computing and business software units as sales in its Windo

Briefing: Microsoft Revenue Rose 7% in Q1, Spurred by Office 365

With ChatGPT I wonder if the idea of absolute truth is just completely dead now. Maybe in the future, ai will just generate content with % accuracies and simply add sources.

Chris Nheu

After starting to play with ChatGPT and admittedly being slow to the game, i can imagine why a search engine was slow to integrate it given how big fake news is an issue in todays political climate. 

Also given the stock price no one would want to think about growth or innovations except those that do not have a choice or are private enterprises.

“The concern is that when users search for a topic on Bing, they are presented with a list of answers provided by the search engine, and they may not click on links to the publisher’s website to read more. In addition, as artificial intelligence (AI) continues to improve search engine capabilities, users may be looking for more direct answers, and publishers may struggle to monetize their content.” 
- wouldn’t this eventually erode valuable content and ultimately weaken bot results since this very content was used to derive results? Eventually bots will need to pay for the content they use thus turning the current advertising business model on its ear.

https://medium.datadriveninvestor.com/why-microsoft-bing-chatgpt-doesnt-make-business-sense-now-a2533e49b0d5

“The concern is that when users search for a topic on Bing, they are presented with a list of answers provided by the search engine, and they may not click on links to the publisher’s website to read more. In addition, as artificial intelligence (AI) continues to improve search engine capabilities, users may be looking for more direct answers, and publishers may struggle to monetize their content.”  - wouldn’t this eventually erode valuable content and ultimately weaken bot results since this very content was used to derive results? Eventually bots will need to pay for the content they use thus turning the current advertising business model on its ear.  https://medium.datadriveninvestor.com/why-microsoft-bing-chatgpt-doesnt-make-business-sense-now-a2533e49b0d5

Behind the Scenes of the new Microsoft Bing: What You Need to Know

Why Microsoft Bing + ChatGPT Doesn’t Make Business Sense (now)

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Jerome Cody

After starting to play with ChatGPT and admittedly being slow to the game, i can imagine why a search engine was slow to integrate it given how big fake news is an issue in todays political climate.   Also given the stock price no one would want to think about growth or innovations except those that do not have a choice or are private enterprises.

Jozhe

A group of likeminded people in The Most Important Thing are talking about this.