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22% YoY revenue increase. Doing something right. Maybe mass layoffs like Oracle/Meta/Amazon are doing isn't actually a good way to grow a company after all!
Google was one of the earlier companies to do mass layoffs, back in 2023: https://www.cnbc.com/2023/01/20/google-to-lay-off-12000-peop...
Earlier quoted context omitted.
Can anyone explain how search revenue is still _growing_ in the age of LLMs?
Have you looked at the results for any commercial query, something like [sofa beds] or [hard drives]? It is basically 100% ads. Anything where the user is intending to spend money, they show only ads, and have all the top producers in the world bid against each other for who gets featured, and Google captures essentially all surplus value in the transaction. My wife is an investor, and one of her portfolio areas is p…
Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year. Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26. https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
Can anyone explain how search revenue is still _growing_ in the age of LLMs?
Earlier quoted context omitted.
Can anyone explain how search revenue is still _growing_ in the age of LLMs?
Why would llms replace search? It was a crazy take in 2023 and is still one today. Suppose there are no search engines and you want to find some headphones. How exactly are you doing this with llms?
Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year. Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26. https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
Can anyone explain how search revenue is still _growing_ in the age of LLMs?
Absent additional information, no one else can identify the false assumption underlies a strong belief that this should not be case. But something is flying in the face of the facts, and has been for a while. So, yeah, might want to take a look at those priors.
22% YoY revenue increase. Doing something right. Maybe mass layoffs like Oracle/Meta/Amazon are doing isn't actually a good way to grow a company after all!
I don't think any of them are learning the lesson you think they are
Earlier quoted context omitted.
Can anyone explain how search revenue is still _growing_ in the age of LLMs?
Why would llms replace search? It was a crazy take in 2023 and is still one today. Suppose there are no search engines and you want to find some headphones. How exactly are you doing this with llms?
You just say "I want to find some headphones" and it makes you some recommendations. Or it helps you nail down what you're looking for first and then gives you options at various price points. I've found this useful when shopping for cars, computers, tourist activities, and much more.
12 months ago everyone agreed that Search was doomed, ChatGPT would kill Google, and Bard/Gemini were a joke.
When I went through YC in 2007 a founder whose name you know drunkenly told me at a party that Google Docs and Macbooks would have Microsoft out of business by 2012. Someone here told me in 2018 I was nuts to buy a gas-powered car because in less time than you would drive a car for, everyone will have switched to electric and there will be no gas stations left. The impending deaths of most things are greatly exaggera…