So basically, last week's big news was the announcement on availability of plugins/APIs for ChatGPT.
https://openai.com/blog/chatgpt-plugins
This will allow users to use the GPT prompts to interface with other third-party apps (e.g. Expedia, Shop, Slack) and facilitate transactions. I think this is a big step towards changing the way we interface with other websites when it comes to shopping, ordering food, communicating with others, etc. That being said, most likely, not all of these apps will benefit from the interface as at the end of the day, the user traffic needs to increase significantly due to the technology. In other words, I am not sure if more people will be using Expedia now that they can connect through GPT given that Expedia hinges on the number of people willing to go on a vacation/trips. And facilitating this move will not make it such that more people will go on vacations/trips than ever before. So I think.
So in picking AI related stocks, I think one needs to take this information into account and be creative about what kind of companies will get a significant increase in traffic/users due to the connection with GPT. In general, it seems like there needs to be some sort of barrier that dissuades many customers from currently using the app and GPT breaking down this barrier. So I am thinking something to do with creative work (e.g. game development, art creation, music creation) can be a solid play here. For example, if ChatGPT and its integration makes it easier for anyone to create pretty good looking and entertaining games, it is conceivable that the number of users for a platform like Unity might increase dramatically.
Any thoughts on this matter? Any comment on whether this line of reasoning seems reasonable and if it does, specific stocks that can benefit from explosion of users can be beneficial in discussion.
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