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"

Sam sells ad-free search https://www.washingtonpost.com/technology/2024/10/31/openai-chatgpt-search-ai-upgrade-google/

1. if every customer is already paying directly then reaching Google scale isn’t strictly necessary 

1a. do they get more valuable signal per search than Google?

2. précisément. staying ad-free may be a necessary brand promise for the foreseeable

3. disagree it’s existential, at least until the product is sticky enough that OpenAI creates a cheaper SKU around it

1. if every customer is already paying directly then reaching Google scale isn’t strictly necessary 

1a. do they get more valuable signal per search than Google?

2. précisément. staying ad-free may be a necessary brand promise for the foreseeable

3. disagree it’s existential, at least until the product is sticky enough that OpenAI creates a cheaper SKU around it

https://warpcast.com/jdlewin.eth/0x46812448