Counter-positioning + Google Search vs. ChatGPT
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Counter-positioning + Google Search vs. ChatGPT
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Dagens afsnit handler om fænomenet counter-positioning: et fænomen, som meget profitable virksomheder er sårbare over for. Simon har lavet et hjemmelavet analytisk framework, som investorer kan bruge til at analysere aktuelle counter-positioning-risikosituationer. Vi gennemgår dette framework og bruger det bagefter på den højaktuelle diskussion af Googles Searchs sårbarhed over for AI-chatbots som ChatGPT.
Materiale og Links:
Victor kvartalsbrev om blandt andet netop Google Search counter positioning situation.
Podcast: Wall Street Journal Podcast interview med Sundar Pichai
Podcast: New York Times Podcast interview med Sundar Pichai
Bog: Hamilton Helmers bog “7 Powers” https://7powers.com
Jingle: I Kicked A Cloud Once
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