I thought that this earnings announcement would be the first one where we'd see some impact from competitive knowledge engines, e.g. Perplexity, You.com, ChatGPT + Bing, etc., but Google still grew search $6B/15%. This is impressive both because it's hard to keep such a big business growing at that rate and because essentially everyone in my social circle has moved on from going to Google first for information. I gue…
If you have a social circle where 100% of your contacts turn to an LLM first, not only have you buried yourself deep in a niche filter bubble, but you have also surrounded yourself with some of the planet's most misinformed people. If I were you, I'd be worried.