[poconopundit]

Google has already lost search and will struggle to be relevant in the next 3-5 years.

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Forget about the underlying IT or AI technology that powers Google today, Google has the EYEBALLS and the NETWORK to power its future.  And that's far and way what really matters.  It can quickly add whatever AI tools it can add to awesome biz model.

Why was Musk willing to buy Twitter at an insanely high price?  It's because replicating the existing network of companies, people, and relationships is extremely hard to build from scratch.

So I would not short Microsoft, X, Google, Apple, Facebook or TikTok.  They will continue to be network giants.  And software guys like IBM will steadily lose their global clout.

Ha!  Look at the network Laz has built on FR.  250 comments and counting...  No AI required, just a guy networked to a lot of smart people.

[Solson]

The landscape is changing. Microsoft will continue to accelerate and grow. Google is having a hard time finding relevance. Apple, Meta and Bytedance are interesting. Apple will continue to win on hardware. Meta i expect to continue to grow albeit more slowly than its past. Bytedance, considering the regulatory pressure, is up in the air.

and then there are other companies that supply the space, aka Dell, Nvidia, and others that will continue to grow.

Being in the AI/software space, we see Microsoft, AWS, and others active. Google may be okay on the consumer side but they are nowhere to be found in the commercial segment.