Disclaimer:

Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Thursday, January 25, 2024

Alphabet, Google Owner Is Undervalued On AI

 


Alphabet Inc, the owner of the Google search engine is undervalued on AI.

Alphabet is using artificial intelligence, AI as we speak to power its Google search engine.

Alphabet's intrinsic worth is 4.5 trillion USD market capitalization compared to Alphabet's current market capitalization of 1.87 trillion USD.

Basically, most Google search engine results are the result of artificial intelligence, AI at use.

The stock market seems to under appreciate this phenomenon at work at Alphabet, the owner of Google.

The stock market is focused more on generative large language models chat bots like OpenAI's ChatGPT, but a generative large language model is also at use at the Google search engine to power search results.

Ilya Sutzkever, one of Alphabet's premier research scientists, who worked on Google, transferred to OpenAI and by working on OpenAI's ChatGPT chat bot, Microsoft due to its 49 % share in OpenAI is now at circa 3 trillion USD market capitalization vying with Apple for the world's most valuable company.

Alphabet with its search engine Google has a structural advantage, because of the millions of terabytes, huge treasure trove of data on its customer usage of Google products like GMail, AdSense, AdWords, Google Calendar, Google Meet it possesses.

Microsoft also has gathered a lot of user data with its search engine Bing, Outlook and the cloud versions of Excel, Word, PowerPoint and the Microsoft Office suit altogether. Apple has also gathered huge amount of information via its iPhones, iPads, Macintosh, Apple Watch and Apple App Store products.

But Google's data quantity is far superior than both Apple and Microsoft's, according to Wolfteam Ltd.'s view.

That is why, there is non-negligible probability that Alphabet, the owner of Google could be worth around 4.5 trillion USD in the near future.

Alphabet, Google owner's usage of artificial intelligence, AI really seems to be underappreciated by investors, hence Alphabet is undervalued.

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