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Value in AI-driven markets, grounded in what sets you apart.

Technology investments are shifting focus toward AI-driven companies, as capital increasingly flows into AI infrastructure and AI-native businesses. Traditional software companies face growing pressure regarding competitive positioning, growth potential, and profitability in this evolving landscape. The rapid pace of AI development challenges established software economics, prompting businesses and investors to reassess competitive advantages and future performance.

Investors are now evaluating whether a company can leverage AI to enhance its value proposition, defend its market position, or adapt to emerging competitors.

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OpenAI Says ChatGPT Is Catching Up to Google In Search

Adam Fry, OpenAI's consumer product lead for ChatGPT, says the number of searches performed through ChatGPT has grown to roughly 20% of Google's search volume.

  • ChatGPT accounts for 20% of Google's search volume.
  • Microsoft Bing holds 3% market share in search.
  • OpenAI tests ads in ChatGPT without user backlash.

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