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0 pointsithkuil2y ago0 comments

Could it be that it's a scale problem?

How many queries per second does OpenAI get vs Google search?

0 comments

Good point. Something else that occurs to me is that Google may be between a rock and a hard place with their advertisers. Currently advertisers pay a lot of money for top of the page "sponsored" results, and there's probably not an immediately straightforward solution to integrating Bard while maintaining the visibility of those ads.

blackoil2y ago

Even if they integrate ads well, Simple fact that Bard is costlier to run will hurt Google. If Search Engine profits go down by 60%, MSFT and OpenAI can still pursue it but not Google.

tomrod2y ago

Let ads die! They have virtually no lift over organic search anyhow.

pbhjpbhj2y ago

It feels like Google was able to enshitify their results by loading with ads and going for longer 'engagement' times because it used to be worth it to persist with Google until you got their best answers.

They optimised for profit. Now what?

If they address the competition then they have to undo that optimisation and cut into their own profits.

My guess is they won't settle for merely extortionate profits, they won't address the competition fully and so people will flip to using LLM-first search.

I'm hoping that in a year or so we're asking why Google went from being the top search on Bing to being only one of many - principally LLM-based - tools people are using for getting answers (most of what 'search' represents now). IMO Google could do with knocking down a peg or two.

shrimpx2y ago

It’s true. “Making the worlds knowledge accessible” is in tension with driving traffic to ads.

It would be astonishing if a company can succeed at scale with charging subscriptions for search and AI services, instead of ads. Google would be truly doomed.

j / k navigate · click thread line to collapse

0 comments

shrimpx2y ago

blackoil2y ago

Even if they integrate ads well, Simple fact that Bard is costlier to run will hurt Google. If Search Engine profits go down by 60%, MSFT and OpenAI can still pursue it but not Google.

tomrod2y ago

Let ads die! They have virtually no lift over organic search anyhow.

pbhjpbhj2y ago

They optimised for profit. Now what?

If they address the competition then they have to undo that optimisation and cut into their own profits.

My guess is they won't settle for merely extortionate profits, they won't address the competition fully and so people will flip to using LLM-first search.

shrimpx2y ago

It’s true. “Making the worlds knowledge accessible” is in tension with driving traffic to ads.

It would be astonishing if a company can succeed at scale with charging subscriptions for search and AI services, instead of ads. Google would be truly doomed.

j / k navigate · click thread line to collapse