Technology wise, ChatGPT is not a challenge for Google. It was a blessing that OpenAI is charging $42 for premium tier. Google very much can build a similar/bet

Technology wise, ChatGPT is not a challenge for Google. It was a blessing that OpenAI is charging $42 for premium tier. Google very much can build a similar/better offering in a near term and would not have to worry about losing ad $$, as it will be compensated from a paid product. The challenge is execution. Most of the leadership have done amazingly great, but only when they had no competition. For FB, Cloud, Gaming, AR, self-driving cars - they could not do much. They did great on Android and Nest - both were founder led for a while. Right now, OpenAI is adding new features like crazy - they are a startup. Google may have better engineers, but they will lag behind in execution. Plus, changing a 20yr search+ad mindset in a month is hard.