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Samsung considers moving to Bing as default search engine

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Re: Samsung considers moving to Bing as default search engine

#401
post #307
post #198

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Google is not going anywhere and they will easily replicate anything OpenAI does. Its not that magical. Why they still rely on search/advertising is well known - Replacing a 150 Billion $$$ source of revenue is not a simple thing. Its like trying to replace everything ppl do in a midsized rich country with something else. And compared to Facebook which is still 99% dependent on Ads, Google is much more diversified (t…

>>Why they still rely on search/advertising is well known - Replacing a 150 Billion $$$ source of revenue is not a simple thing. You just described The Innovators Dilemma. You'd hope Google, considering how everyone reveres how well run it is would find ways to avoid it, but they didn't not. You know who used to avoid the Innovators Dilemma amazingly well? Apple. You know who does it really well now? Microsoft. They…

They rely on advertising sure, but the part that comes from Search is ~150B $ (out of 250 B $).

People kind of dont realize a large chunk of their Ad Tech is not Search related. Its the tooling for the Publishers to sell ad real estate on their sites. Its the tooling for Advertisers to target that real estate based on data collected. Its the ad auctions. Its the ad exchanges. There is ton of shit of going on that no one on the planet is anywhere close to replicating.

Re: Samsung considers moving to Bing as default search engine

#402

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>and accountants still tend to prefer Excel over sheets (in my experience). And it isn't because they didn't try Sheets. Lol. Nobody I know likes Google Sheets. They basically copied the UX of Office 2003 and did nothing to improve upon it since it's initial release over a decade ago. It's awful. Shit, it still doesn't have the concept of tables like Excel does and you need to manually paint rows, manually find the h…

I love Google Docs and Sheets and hate Word and Excel.

You're probably in the tech field so you're not a good measure of the average white collar office worker.

Re: Samsung considers moving to Bing as default search engine

#403
post #307
post #198

Earlier quoted context omitted.

Google is not going anywhere and they will easily replicate anything OpenAI does. Its not that magical. Why they still rely on search/advertising is well known - Replacing a 150 Billion $$$ source of revenue is not a simple thing. Its like trying to replace everything ppl do in a midsized rich country with something else. And compared to Facebook which is still 99% dependent on Ads, Google is much more diversified (t…

>>Why they still rely on search/advertising is well known - Replacing a 150 Billion $$$ source of revenue is not a simple thing. You just described The Innovators Dilemma. You'd hope Google, considering how everyone reveres how well run it is would find ways to avoid it, but they didn't not. You know who used to avoid the Innovators Dilemma amazingly well? Apple. You know who does it really well now? Microsoft. They…

> In 2022, Google was 80%+ directly dependent on Ads for revenue, and 10.3% indirectly dependent on it.

I assume the 10.3% is "Google Other". That's things like YouTube Premium, Play Store and hardware. How is any of that even indirectly dependent on ads?

Re: Samsung considers moving to Bing as default search engine

#404

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The gamble didn't work out well the last time someone tried it, which was Yahoo buying the default search on Firefox.

That’s more because it was a bet on the wrong horse. If you know how to install Firefox you probably know what search engine you are using and how to switch the default search engine.

Isn't installing Firefox the same as installing any other browser?

Re: Samsung considers moving to Bing as default search engine

#405

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"That's locally maximizing shareholder return" As shareholders jump from ship to ship, there is nothing beyond short term shareholder return.

Many long term Apple investors view things differently.

I bought Apple, nvidia, google, amd, intel, and motorola in 2005.

Apple smoked all of them.

Re: Samsung considers moving to Bing as default search engine

#406
post #237

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Most of Android is licensed under the Apache 2.0 license. So while the word "owns" is true in a technical legal sense, there is nothing to prevent anyone from forking it and doing their own thing. Unlike with GPL code, they don't even need to license their changes under the same license as long as they abide the terms with respects to the original. Personally I use GrapheneOS in order to "de-Google" without switching…

Look how well Huawei smartphones are selling in the west (not well at all). And that's not because of lack of trying, I've been on a team where everybody agreed that supporting their phones had zero upside outside of the cash Huawei offered for a port of our apps. And we did it, only because they paid so much. And those were laughably unattractive apps (think yellow pages), I can't even start to imagine what they mus…

Huawei was selling well in the west until the US Gov't blocked them.

https://www.economist.com/business/2022/10/25/ren-zhengfei-h...

Re: Samsung considers moving to Bing as default search engine

#407

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> so many wonderful engineers can't produce a source of income other than the search engine? I get the essence of the comment and agree somewhat, but also feel; There are plenty of other areas driving big revenue like adsense, youtube, play store, cloud and pixel. I dont feel its fair to compare revenue to these in the same level of search. Search was a true unicorn business and took over the world, there only so man…

Taking another approach: Google is proof that having great engineering doesn't matter without competent business leadership. For all their failures, this is where Amazon and Microsoft excel -- they both have incredibly talented businesspeople with long-term focus and a focus on delivering real value, rather than pursuing the latest fad passion project.

Not trying to be snarky, but what good business has MS done recently? Windows 11 is a shit show, ads in the start menu, milking Office and SQL, OpenAI is just an investment.

I don't follow that closely so I might have missed something.

Re: Samsung considers moving to Bing as default search engine

#408

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That might be true in concept, but I don't think it's true in reality. When people search for something online, they want the first result to be whatever they had in mind. If I search for Python, I want the homepage for the programming language. When somebody else searches for Python, they might be looking to learn about the animal. You could argue that we should just ask for exactly what we want, but that puts more…

What about a child who used to be interested in reptiles but is now interested in programming? I get frustrated when Google starts acting "smart" and changing queries or hiding results. I've started to use Bing image search because I'd like more than 20 results, the way Google used to be. If they start acting like that even more, I'll use them even less!

Google's model is the only viable one long term. With growing amount of information, the only way to find you something useful without making you enter a growing amount of terms is to maintain a context of what you are interested in.

No child will be confused if they look up a programming language that they already know have the exact same name as reptile and get reptile first.

Re: Samsung considers moving to Bing as default search engine

#409

Earlier quoted context omitted.

I’ve used bing with gpt and it’s way worse than ChatGPT idk what you mean. I’d just as well use Google tbh. It wasn’t impressive.

The thing is: Google is threatened for the first time in its decades of history. It might not be better, yet, but it definitely is a real and existential threat to Google.

Google is threatened by MS and OA, OA is threatened by Stable Diffusion and MiniGPT-4. We are wondering if there will still be developer work in 10 years. Everyone is threatened.

Re: Samsung considers moving to Bing as default search engine

#410
post #135

Earlier quoted context omitted.

They kinda did that with ChromeOS + Google Docs with offline mode. The problem for Google is that while it was a solid investment for MS to persue cloud services to compete with Google, I don't think it would have been a good investment the other way around. Chrome is really the only desktop product that makes sense for Google because it pushes people into their ecosystem online. Creating something like a standalone…

> Also on a total sidenote, if you told me 5 years ago that Bing would be a serious threat to Google I would have a laughed. If you had told me 3 months ago that Bing would be a serious threat to Google, I still would have laughed. That's how much impact the ChatGPT integration had for Bing -- overnight.

People are acting like Bing has created some big market success and Samsung is running to them because the tech is better. But the alternative explanation is simple: vendors are always looking for reasons to (threaten to) put mediocre non-Google search as default on their products, so they can extract more money from search engine providers. Samsung sees the current hype around Bing/Google/AI as a convenient negotiating point, since the media will portray this as “Samsung switches to awesome AI search” rather than “Samsung forces its users to use crummy Bing.”
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