RECEIPT #BEN-TH
DEC 17, 2024
PREDICTION BY
Ben Thompson“Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search.”
FOLLOW-UP
OpenAI expanded ChatGPT as an information access tool, and industry discussions confirmed that OpenAI's products are perceived as participating in search-disruption dynamics. The market share outcome is still evolving.
ORIGINAL SOURCE
stratechery.com