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Orbis Global Equity details the logic behind re-establishing its position in Alphabet, explaining why the threat of ChatGPT-led disruption to Google's core business is structurally overstated and how its vertical AI integration provides an asymmetric entry point.
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Orbis Global Equity details the logic behind re-establishing its position in Alphabet, explaining why the threat of ChatGPT-led disruption to Google's core business is structurally overstated and how its vertical AI integration provides an asymmetric entry point.
