A venture capitalist, which is a person who gives money to new businesses, talked about how Google might be the best at finding answers using artificial intelligence (AI). But he also said that it's hard for one company to dominate everything in AI. He thinks Google needs to focus more on helping people find information they need and less on making money from ads. The podcast hosts discussed how big changes in technology can be difficult for even the biggest companies, like Google, to adapt to. Read from source...

1. The title is misleading and clickbaity, implying that there is a clear-cut winner in the AI deathmatch between Google and its competitors, while in reality, the outcome is uncertain and depends on many factors.
2. The article cites an anonymous venture capitalist as an authoritative source, without providing any background or credentials, which raises questions about his credibility and motivation for making such claims.
3. The article assumes that Google's current business model of relying on paid clicks is incompatible with winning at answers, while ignoring the possibility that Google could adapt its approach and leverage its strengths to achieve success in the AI domain.
4. The article references a podcast episode without linking to it or summarizing its main points, which makes it difficult for readers to verify the claims or understand the context of the discussion.
5. The article uses vague terms like "innovators' dilemma" and "phase change" without explaining what they mean or how they apply to the AI landscape, which could confuse or mislead readers who are not familiar with these concepts.

1. Google (NASDAQ:GOOGL) - BUY - The company has a dominant position in search, cloud computing, and AI, with strong revenues and profits growth potential. Google is also investing heavily in research and development to maintain its competitive edge and expand into new markets such as health care, autonomous vehicles, and gaming. However, there are risks involved in the AI race, especially from emerging rivals like OpenAI and Microsoft, which could pose a threat to Google's leadership position. Additionally, regulatory and legal challenges may arise from antitrust actions or data privacy issues, affecting Google's profitability and reputation. Therefore, investors should closely monitor the developments in these areas and adjust their expectations accordingly.

2. Microsoft (NASDAQ:MSFT) - HOLD - The company has made significant progress in AI with its Azure cloud platform, which offers advanced analytics and machine learning capabilities. Microsoft also partners with leading AI research institutions like OpenAI to leverage their expertise and technology. However, Microsoft still lags behind Google in terms of search dominance and market share in some key segments such as gaming and mobile devices. Moreover, the company faces increased competition from other tech giants like Amazon (NASDAQ:AMZN) and Apple (NASDAQ:AAPL), who are also investing heavily in AI and cloud services. Therefore, Microsoft's growth prospects may be limited by these factors, making it a less attractive option for investors seeking high returns.

3. Amazon (NASDAQ:AMZL) - SELL - The company has a strong presence in e-commerce, cloud computing, and AI through its Alexa platform. However, Amazon's reliance on third-party sellers and logistics providers for most of its revenues makes it vulnerable to disruptions in the supply chain and changes in consumer preferences. Additionally, Amazon faces intense competition from other online retailers like Walmart (NYSE:WMT) and Target (NYSE:TGT), who are also investing in AI and automation to enhance their customer experience and operational efficiency. Moreover, the company's high valuation and profit margins leave little room for upside potential, making it a risky bet for investors.