Alphabet Inc (Google) Class A
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Open AI building it's own Browser

241
- Open AI building it's own Browser. They have the talent to build it.
- Apple buying Perplexity AI
- $MARKETSCOM:GOOGLE chrome isn't the best. I find Firefox better than Chrome but that's subjective. There's no stickiness in web browsers honestly. It's just that there are no good options.
- Recently, Google chrome added some weird looking AI summarizer on top which must be reducing number of organic hits to the website.
- I'm bullish long term but bearish short term. Open AI is really disruptor and has strong talent density better than Google in my opinion.
Note
- Perplexity launched their own browser : comet
comet.perplexity.ai/
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