The John Johnston Lounge

I discuss the possibility that OpenAI's ChatGPT might be disrupting Google’s more than two decade dominance of search, with multi-billion dollar backing from Microsoft. However, does Google have a similar, or better product from Google Deepmind to launch this year?

This is episode 148.

Related episodes:

The Art of Value Playlist: Artificial Intelligence Investing

https://youtube.com/playlist?list=PLrNjj1l3MS7Wd6H1EfEUEFM2j2dleLbyb

OpenAI ChatGPT Attack on Google Search at $29B valuation!

https://youtu.be/PPSDBc7lx9g

Microsoft to Challenge Google Search Using OpenAI's ChatGPT

https://youtu.be/Vh42ZgADo5k

Is OpenAI’s ChatGPT Chatbot a Google Search Killer?

https://youtu.be/U6irbB6vi-Q

This is the main investment brokerage I use to buy and sell investments: Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

In his latest Memo and a recent interview, Howard Marks suggests that financial markets are undergoing a rare, major sea change, a radical transformation; only the third in the paste 50 years. I discuss the changes Howard Marks sees, and what they may mean for investors over the coming years.

Highly recommended Howard Marks Books:

The Most Important Thing: Uncommon Sense for the Thoughtful Investor

Full Bloomberg Interview: Oaktree's Howard Marks on Markets, Fed Rates, Inflation

Howard Marks Memo: Sea Change

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I discuss how activist investor, Chewy company founder, and "Meme Stock King" Ryan Cohen has recently taken a substantial stake in Alibaba (BABA), and is pushing Alibaba management to increase Alibaba stock buybacks, while the stock price is near historic lows.

Related episodes:

China Tech Stock Rally! Will It Last? | BABA & PDD

Alibaba Stock Crash Continues! BABA Stock Update & Review

https://youtu.be/6UjgARFWx3U

China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?

https://youtu.be/qfrjfIEx1vw

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Recently Warren Buffett’s investment company Berkshire Hathaway purchased over $4 billion of Taiwan Semiconductor stock. I look at what Taiwan Semiconductor does and why Warren Buffett might have been interested in investing in TSM for its stock portfolio.

Related episodes:

Guru Portfolios Update: Buffett & Munger | Berkshire BUYS Taiwan Semiconductor

Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?

Microsoft to Challenge Google Search Using OpenAI's ChatGPT

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I discuss how Chinese tech stocks such as Alibaba, Tencent, Pinduoduo, and the China Internet ETF KWEB are up hugely over the past few months. Why is this big rally happening now, and can it be sustained?

Related episodes:

Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?

Mohnish Pabrai: Why I Switched from Alibaba to Tencent

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I discuss the artificial intelligence investing news that OpenAI is reportedly in talks to sell existing shares at a ~$29B valuation. I also react to some recent comments from the All-Podcast about this OpenAI valuation news.

Related videos:

Microsoft to Challenge Google Search Using OpenAI's ChatGPT

Is OpenAI’s ChatGPT Chatbot a Google Search Killer?

All-In Podcast E110: 2023 Bestie Predictions!

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I discuss how Microsoft and OpenAI are working on a ChatGPT-powered Bing search product, in a direct challenge to Google Search. Microsoft is apparently preparing to launch a version of its Bing search that integrates the artificial intelligence (AI) behind ChatGPT to answer some search queries, rather than displaying list of links. What are the implications for Google’s dominant Search business?

Related episode:

Is OpenAI’s ChatGPT Chatbot a Google Search Killer?

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I respond to a recent video from the Jeremy Lefebvre’s Financial Education YouTube channel, "Tesla Stock Just Hit New Low!!! I Just Did This", in which Jeremy talks about Tesla’s current situation, and how he’s currently buying Tesla stock (TSLA) for the first time since 2019. I've also been buying Tesla stock recently, for the first time ever.

Related videos

The Art of Value: Tesla Stock playlist

https://youtube.com/playlist?list=PLrNjj1l3MS7UkaBPMBFJF26HHxpUgH9zQ

Buy Tesla Stock & Don’t Stop? | Response to Jeremy Lefebvre, Financial Education

https://youtu.be/Xqq0TV3TD84

Financial Education: Tesla Stock Just Hit New Low!!! I Just Did This

https://youtu.be/trkRbN8ZxKk

I react at length to a recent video from the Joseph Carlson After Hours YouTube channel, Why I'm Not Buying Tesla Stock, in which Joseph talks in depth about Tesla the company, and why he won’t be buying the stock, even after the big decline in stock price it’s had over the past year. I've bought Tesla stock recently, for the first time.

Related videos

The Art of Value: Tesla Stock playlist

Joseph Carlson After Hours: Why I'm Not Buying Tesla Stock

Jeremy Lefebvre Makes Money: Joseph Carlson... My Response

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

I respond to a recent video from the Jeremy Lefebvre Makes Money channel, "Buy Tesla Stock & Don’t Stop”, in which Jeremy talks about Tesla and Elon Musk. Recently Jeremy has been buying Tesla stock (TSLA) for the first time since 2019. I've also bought Tesla stock recently, for the first time.

Related episodes:

I Just Bought Tesla Stock for the 1st Time!

Is Tesla Stock Going to $60? | My Reaction to Chicken Genius

Tesla Stock Craters To Stunning Low | My Reaction to Solving The Money Problem

Jeremy Lefebvre Makes Money: Buy Tesla Stock & Dont Stop

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.