Top Analyst Says AI Is $20 Trillion Opportunity, Not Zero-Sum Game As Google Versus OpenAI Debate Heats Up - Alphabet (NASDAQ:GOOG)
Benzinga·2026-01-16 10:34

Despite contrasting market narratives declaring one AI giant the victor over the other, IO Fund lead tech analyst Beth Kindig argues that the sheer scale of the artificial intelligence (AI) economy ensures there is ample room for both Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google and OpenAI to thrive.$15 Trillion PieSpeaking in a recent interview, Kindig pushed back against the “winner takes all” mentality that has plagued tech investment sentiment.While Google was initially “written off” before soari ...