Alphabet, faced with unprecedented threats from AI rivals, will be keen to assure investors this week that the company's own spending on the technology is helping it dig a deeper moat around its search and advertising businesses.
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Interesting times for Alphabet. Feels like they are in prove it mode now no longer just leading but defending. With OpenAI Meta and others pushing hard they really need to show that their AI investments are more than just buzzwords and are actually reinforcing their core business. Lets see if they still have that edge.