Google's Search Business Could Be Challenged By OpenAI, Says Gene Munster: 'It's A Function Of Time'
Google's Search Business Could Be Challenged By OpenAI, Says Gene Munster: 'It's A Function Of Time'
Gene Munster, a prominent tech analyst, at Deepwater Asset Management has predicted that OpenAI could pose a significant challenge to $Alphabet-A (GOOGL.US)$ in the search business, despite its ties with $Microsoft (MSFT.US)$. Munster's forecast comes on the heels of Apple Inc's (NASDAQ:AAPL) potential partnership with OpenAI.
深水資產管理公司的著名科技分析師吉恩·芒斯特曾預測，OpenAI可能構成重大挑戰 $谷歌-A (GOOGL.US)$ 在搜索業務中，儘管它與 $微軟 (MSFT.US)$。芒斯特的預測是在蘋果公司（納斯達克股票代碼：AAPL）可能與OpenAI建立合作伙伴關係之後作出的。
What Happened: Munster, took to social media platform X, to express his views on OpenAI's potential to disrupt the search business. He acknowledged that OpenAI had not yet announced a search product, but he remained convinced that OpenAI would eventually become a formidable competitor in the search market.
發生了什麼：芒斯特在社交媒體平台X上表達了他對OpenAI顛覆搜索業務的潛力的看法。他承認OpenAI尚未發佈搜索產品，但他仍然堅信OpenAI最終將成爲搜索市場的強大競爭對手。
He also noted that OpenAI's 49% ownership by Microsoft could complicate its path into the search business. Despite this, Munster expects OpenAI to make significant announcements by the end of the year.
他還指出，微軟擁有OpenAI49％的所有權可能會使其進入搜索業務的道路複雜化。儘管如此，芒斯特預計 OpenAI 將在今年年底之前發佈重要公告。
"I still believe it's a function of time before OpenAI gets more aggressive with search," Munster wrote.
芒斯特寫道：“我仍然認爲，OpenAI在搜索方面變得更積極是時間的變化。”
Let me wipe this egg off my face; OpenAI did not announce a search product. That said, while shares of $GOOG breathe a sigh of relief (rallied 2%) I still believe it's a function of time before OpenAI gets more aggressive with search.
The relationship with $MSFT (49% ownership)...— Gene Munster (@munster_gene) May 13, 2024
讓我把這個雞蛋從我臉上擦掉；OpenAI 沒有發佈搜索產品。話雖如此，儘管$GOOG的股價鬆了一口氣（上漲了2％），但我仍然認爲OpenAI在搜索方面變得更積極是時間的變化。
與 $MSFT（49% 所有權）的關係...— 吉恩·芒斯特 (@munster_gene) 2024 年 5 月 13 日
He pointed out Google's current advantages, including its 25 years of search data, global distribution, and massive infrastructure. However, he still sees OpenAI as a potential rival to Google in the search business.
他指出了谷歌目前的優勢，包括其25年的搜索數據、全球分佈和龐大的基礎設施。但是，他仍然將OpenAI視爲谷歌在搜索業務中的潛在競爭對手。
Why It Matters: Munster's prediction comes at a time when OpenAI is making significant strides in the AI and search sectors. Just days before Munster's tweet, it was reported that OpenAI was on the verge of announcing its AI-powered search product, potentially intensifying its rivalry with Google. This product is an extension of OpenAI's AI-powered chatbot, ChatGPT, and allows it to directly pull information from the web and include citations.
爲何重要：芒斯特的預測是在OpenAI在人工智能和搜索領域取得長足進步之際做出的。就在芒斯特發佈推文前幾天，有報道稱，OpenAI即將發佈其基於人工智能的搜索產品，這可能會加劇其與谷歌的競爭。該產品是OpenAI的人工智能聊天機器人ChatGPT的擴展，允許其直接從網絡提取信息幷包括引文。
Moreover, Apple is reportedly finalizing a partnership with OpenAI that could bring significant AI features to its devices. This potential partnership is expected to be officially announced at Apple's Worldwide Developers Conference (WWDC) in June. This development could further bolster OpenAI's position as a potential challenger to Google in the search business.
此外，據報道，蘋果正在敲定與OpenAI的合作伙伴關係，這可能會爲其設備帶來重要的人工智能功能。這種潛在的合作伙伴關係預計將在6月的蘋果全球開發者大會（WWDC）上正式宣佈。這一發展可能會進一步鞏固OpenAI作爲谷歌在搜索業務中的潛在挑戰者的地位。
Meanwhile, Google is facing its own challenges, including the unsealing of court documents that revealed the company paid Apple a staggering $20 billion in 2022 to be the default search engine on iOS. This deal is a central point in an ongoing antitrust lawsuit against Google, with regulators alleging that the company has unlawfully monopolized the online search and related advertising market.
同時，谷歌也面臨着自己的挑戰，包括解封法庭文件，這些文件顯示該公司在2022年向蘋果支付了驚人的200億美元，成爲iOS上的默認搜索引擎。這筆交易是針對谷歌的持續反壟斷訴訟的核心要點，監管機構指控該公司非法壟斷了在線搜索和相關廣告市場。