601–603 of 603 posts
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> The switching cost for search is essentially zero. Those of us who remember when Google first appeared and revolutionized search can testify to that. I tried Google and that was it, Yahoo, Alta Vista, etc, where just little dots in the rear view mirror.
Ditto me with Duckduckgo a long time ago
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You're confounding your subjective personal experience with the whole. Google can eat the cake and have it. They already are profitable, they already have scale, they already have market penetration, Google is already installed in 72% of mobile devices, they have cost efficiency due to TPUs, they probably have the best data, at least for serving ads. OpenAI has no chance in outcompeting Google, not in ad-based revenu…
Importantly: OpenAI doesn't need to outcompete Google, it just needs to show it can bleed. As to the rest of Google's dominant position, it's an advantage for sure, but every leading vendor whose products turned to shit went the way of the dodo one way or another. And it's important to mention that this includes GAds, not just the loss leader (Search). They have been so good at squeezing advertisers dry that ROI is b…
Earlier quoted context omitted.
Importantly: OpenAI doesn't need to outcompete Google, it just needs to show it can bleed. As to the rest of Google's dominant position, it's an advantage for sure, but every leading vendor whose products turned to shit went the way of the dodo one way or another. And it's important to mention that this includes GAds, not just the loss leader (Search). They have been so good at squeezing advertisers dry that ROI is b…
Who do you think will bleed when they race to enshitify their products? The company where users have lower expecations or the one where they have higher?
Google is no longer in control and therefore I believe it won't be able to command the crazy premiums it used to squeeze out of advertisers.