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Google's Kodak Moment: Missing the ChatGPT Revolution

2025-07-23

OpenAI's 2023 launch of ChatGPT represents a potential 'Kodak moment' for Google. Despite pioneering research and vast data resources underlying ChatGPT's technology, Google missed the opportunity to launch a history-making product. Its ad-based business model faces stiff competition from Meta, and losing search traffic to ChatGPT would force a desperate fight for screen-time against rivals like TikTok, Netflix, and game studios. Google's weakness in audio and its failure to commercialize its AR advantage further highlight its strategic shortcomings. Short-term stock pressures incentivize Google's leadership to prioritize immediate profits over a potentially necessary, albeit painful, long-term restructuring. This shortsightedness could ultimately lead to the company's downfall.

(tompccs.github.io)
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