... ChatBot DISRUPTS Search !? Is this THE INNOVATOR’s DILEMMA Moment !?

BigTech has been dangling for a platform shift for almost over a decade now as Mobile, Social and Cloud have settled in. What’s NXT? Of course it has to be huge that has a great upside potential .... and even bigger if it can be layered over the legacy of Mobile, Social and Cloud leading to a wild and wider adoption.

ALPHABET is an AI FIRST company masked as a search engine and will most likely be one of the largest beneficiaries of this AI tidal wave. Short-term, everything stands and falls on Search. But Long-term, it's Cloud offerings, Data farms and AI capabilities offer opportunities that will get the flywheel effect build momentum until a point of breakthrough, and beyond.

Generative AI is still very early. The platform layer is just getting good, and the applications space has barely got off the ground. Generative AI is here to stay and just like ‘mobile’, has the potential to transform the way we live, work and play.