"That’s why we re-oriented the company around AI six years ago"
I suppose this was meant to reframe the conversation around Google being a leader, but I think it has the opposite effect. It comes off as defensive and of course, quite honestly, if you planted the flag so much earlier, why don't you have a product to show for it in the way that OpenAI does?
What's perhaps more interesting though: does Google have an innovator's dilemma here?
Google built a flywheel that drives its ads business: sites are hungry for traffic so they structure in such a way that attracts Google's attention, and that structure in turn helps Google serve relevant ads. People tend to click on the first link (the most relevant link).
In the context of a chat interface, what happens if there is no link? Or only one result (the perfect answer)? What if there is much less traffic going directly to websites? And yet without that long tail of websites, how do you train your language model to know the answer?
Fascinating times!