Will Google fail like Yahoo? π
Examining the key risks that will make Google lose its moat π’
Top seats always rotate among winners and losers
The world's largest companies have undergone significant changes over the past few decades. The dominance of the oil and banking industries back in the 90s has given way to technology and consumer-focused companies.
This shift demonstrates the challenge of maintaining a competitive advantage over the long term. Simply look at the below. The largest companies in 2000 barely showed up 22 years later.
Why need to worry about Google now?
Among the biggest tech companies, Google has received the most βdoomβ predictions since OpenAI rolled out ChatGPT. The doomsays intensified when Microsoft openly wants to challenge Google for the latterβs dominance in search.
Google is at a critical junction where it must continue to innovate and adapt to remain relevant in a rapidly changing tech landscape. The company's extensive data sets, machine learning capabilities, and strong brand have helped to create a formidable competitive advantage, but the emergence of new technologies and competitors could potentially disrupt Google's dominance in the future.
Google now faces an existential threat from OpenAI. The rise of artificial intelligence and machine learning has the potential to transform the tech industry in profound ways, and OpenAI is quickly emerging as a major player in this space. It has the fastest time to get to 1 million users in history, from our good friends at statista.
OpenAI's advanced AI research capabilities and strategic partnerships with leading tech companies and institutions give it the potential to disrupt many of Google's core markets, including search, advertising, and cloud computing. As such, Google must not only contend with the traditional risks and challenges of maintaining a competitive advantage over the long term, but also the disruptive potential of new and emerging technologies like AI.
Indeed, Google has been one of the most dominant players in the technology industry for over two decades. However, as we've seen in the past with companies like Yahoo, even the largest and most successful companies can fall from grace if they donβt keep up with innovations.
π Heads up, the rest is our premium content. They are quality analysis and visualization on Google that you canβt get from elsewhere.
We will cover these topics:
A deep dive into Googleβs business and revenue model
A market analysis of the search and advertising industries
A thorough checklist to examine Googleβs future
Final verdict on what I do with my Google stocks
To give you a sense of what the full article looks like, we snapshot of it below.
Weβre writing the best quality investment content you can ever find. In order to do that, we do paywall to be self-sustainable. You can test everything out with the 7-day free trial.
Youβll have access to everything in this post and all other archives
Donβt pay for anything so 100% flexible
Can cancel the trial at any time
Also, you got until April 30th to claim the earlybird special offer.
Even better, you can reimburse it with your company as your learning budget. We have a template for you here.
Keep reading with a 7-day free trial
Subscribe to Genuine Impact - Charting Finance, Investing & Tech to keep reading this post and get 7 days of free access to the full post archives.