Launching ChatgPT at the end of 2022 was a breakthrough moment for the technology industry. Many names under the “Faang” umbrella MicrosoftIN FinishAND Alphabet (Nasdaq: Goog), he became known as the wonderful 7. Most importantly, Nvidia It was added to the list. But with the initial gold fever and the industry is at a crossroads.

Innovation

One of the biggest challenges facing the technology industry is the sense of goal. Go back 15 years, and Google has raised time-honored business models thanks to his tenacious innovations. His vision of “organizing information around the world” was so basic and at the same time so powerful.

Today, however, the same companies have lost their enterprising way of thinking, more satisfied with moving chess around the board in search of the deadly AI application. AppleFor example, he has not introduced innovation for years. The fresh iPhone model releases no longer registered the publication of public opinion. At the same time, the company tries to find ways to integrate AI with phones.

Disruption

Fifty years ago, the pace of corporate renewal was a bit glacial. Large corporations with financial muscles would introduce incremental innovations. The death of the Internet has changed it all. Developing technologies have strengthened the growth of the entrepreneur’s “garage”. Finally it started like YouTube.

But even this phenomenon is now reversing. The mantra of generative AI models and enormous languages ​​is that larger is better. More computing power translates into better models. But the cost Nvidia Chips are so excessive that only companies with many captains can play in this space. No wonder Deepseek noticed the opportunity.

Search engines

As AI’s evolution and they begin to solve more and more challenges, one of the companies that could be the most disturbed is Google.

Google domination in the search engine is unmatched. Even deep in the Microsoft pocket with the search engine, Bing could not break.

However, the actions fell last week. It was after the older Apple director that Google search in the Safari mobile browser in Apple fell in April for the first time. Google immediately responded to the effect that he still sees the search engine growth from Apple devices and platforms.

His absolute dominance on the search engine market has now noted the attention of regulatory bodies. He recently lost two federal antitrust matters, demanding breaking up.

Over the past few months, I have been sure that you have noticed summaries generated by AI on search results. Open artificial intelligence can be during their own identity crisis, but more and more people are asking free tools to answer everyday questions on virtually every topic.

Today, marketing officers are trained in the field of search engine optimization techniques (SEO). This is the whole base on which they sell their business and ensures that it always appears at the top of every search on Google.

I am not saying that the entire Google business model is completed. But for the first time in its history its business model is threatened. Since the sale, the shares are currently the cheapest among wonderful 7 shares, based on the price -profit ratio. But I don’t buy until I see real evidence that he is able to be disrupted again.