Description

Alphabet’s Grip on Search Faces Its Greatest Test Yet: OpenAI’s Browser Threat EXPLAINED!

In a move that could redefine the future of web browsing and digital advertising, OpenAI is reportedly preparing to launch a new AI-powered browser that directly challenges Google Chrome—Alphabet’s flagship browser and a crucial pipeline for search traffic and user data. While the browser is still under wraps, reports indicate that it will feature a ChatGPT-like interface where users complete tasks and search queries within the app, bypassing traditional website clicks altogether. This launch follows similar innovations by AI search players like Perplexity, and represents OpenAI’s broader ambition to embed its AI across personal and professional user touchpoints. With over 500 million weekly ChatGPT users as a potential user base, the new browser poses a unique threat—not just to Chrome, but to Alphabet’s core business: Google Search. Since Search accounts for the lion’s share of Alphabet’s revenue and profits, and Chrome helps funnel nearly 35% of search traffic, this development could challenge Alphabet’s longstanding dominance in ways regulators and rivals haven’t managed to do so far.

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⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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