Google: LaMDA Vs. ChatGPT - AI-Driven Language Models At War (GOOG) (GOOGL)

Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) moat was recently questioned by many market analysts and SA contributors alike, due to the exciting arrival of ChatGPT. However, we beg to differ, since the AI chatbot game was not new, with Microsoft (MSFT) previously launching its own version, Tay AI in 2016 and Meta (META), similarly introducing BlenderBot 3 AI in August 2022. We must also highlight that GOOG has had a similar offering since 2020, LaMDA [Language Model for Dialogue Applications], in various beta forms and iterations. Most importantly, the ChatGPT platform was originally developed by researchers at GOOG in 2017. One of the platform's engineer, Blake Lemoine, had interestingly believed that the LaMDA AI platform was sentient then. The following is ChatGPT's response when asked, "tell me more about you": According to market speculation, LaMDA was previously not launched, as the AI chatbot's conversational platform did not fit with GOOG's existing advertising model, which accounted for 81% of its revenue in FY2021.