Sizemore Investment Letter

Sizemore Investment Letter

ChatGPT Just Declared War on Google

Charles Sizemore's avatar
Charles Sizemore
Sep 30, 2025
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Note from Charles: Google has one of the most unassailable economic moats in the history of capitalism. For many — if not most — internet users, Google is the internet. And under the hood, the entire internet was wired to be optimized for Google search.

We saw the first signs that maybe… just maybe… Google was vulnerable when Apple first started incorpo…

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