Silicon Valley Daily

1. Value of Google search is in being the default for most people (thus the $20B they pay to Apple)

2. How do ads work? If the AI is giving you the best answer, the ads don't matter. If the AI is giving you an answer influenced by an advertiser, why won't you use a competing service.

3. All that said, existential issue for Google If only in that it forces cannibalization, esp. as multi-step agents get better, e.g. "research flights and hotels in miami for a trip in January"

Google Search has a lot of verticals.

Perplexity Et al. are starting with more answer/knowledge verticals and gradually expanding (i.e. finance).

It's a matter of whether Google can modernize and take advantage of their distribution before others "catch up" and people's habit switches from checking  Google to checking ChatGPT or Perplexity.

The open web is dead, long live the open web. ⌐◨-◨

Building /warpcast and /farcaster

— gabrielayuso.com