This is a potentially momentous occasion here. Microsoft is betting hard that they can mount a challenge to Google, and I think ChatGPT can credibly attempt that. The answer from Google so far is weak. The thought that Bing may actually overtake Google would be hilarious a few months ago, and now it looks... possible?
Yep. If Microsoft somehow overtakes Google from the back with Bing and ChatGPT, it'll be the tech coup of the century. And it's so fascinating how Google's position as an AI think tank put them at a tremendous disadvantage. They didn't cut a deal with OpenAI because why should they? After all, they originated much of the research that led to GPT3. But then they didn't really do anything with it at all because they di…
Let's see.
Bing market share in the US = Edge market share in the US = 50% of internet traffic comes from phones).
Even if they get 100% of Google searches on Edge-devices to go to Bing (which they'll be lucky if they even get to 50% on their platforms) - it will hardly do anything...
The rate at which Edge is becoming irrelevant as people transition traffic to laptops (more likely Macs these days) or phones (0% MSFT) - is likely going to be larger than what Microsoft can chip away via Edge.
If they can chip away any meaningful traffic (I doubt it) - it will be a MUCH bigger threat when it comes from Apple.
And you can bet it's coming down the pike in a year or two if not sooner.
But I'm skeptical this AI search is going to be more than a fad, and I think the queries people like to ask AI search will be new types of searches (i.e. creating a new market, not taking away from the existing).