Will OpenAI Be an Arms Merchant?

The Mac represented a new interface paradigm for computing, one that Microsoft ignored — until it couldn’t. Will Google do the same?

(original post on Searchblog)

Just last week I predicted that Google would leverage ChatGPT to create a conversational interface to its search business, and that Microsoft would do the same in the enterprise data market. I briefly considered that I might have gotten it exactly backwards — Google has a robust enterprise data business in its cloud business (known as GCP), and of course Microsoft has Bing. But…