Earlier quoted context omitted.
And yet google's main structural disadvantage is being google. Modern BERT with the extended context has solved natural language web search. I mean it as no exaggeration that _everything_ google does for search is now obsolete. The only reason why google search isn't dead yet is that it takes a while to index all web paged into a vector database. And yet it wasn't google that released the architecture update, it was…
> Google is too risk averse to do anything, but completely doomed if they don't cannibalize their cash cow product. Google's cash-cow product is relevant ads. You can display relevant ads in LLM output or natural language web-search. As long as people are interacting with a Google property, I really don't think it matters what that product is, as long as there are ad views. Also: > Web search is no longer a crown jew…
As a business Google's interest is in showing ads that make it the most money - if they quickly show just the relevant information then Google loses advertising opportunities.
To an extent, it is the web equivalent of irl super markets intentionally moving stuff around and having checkout displays.