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"

Isn’t 2 true for search too, as in results are worse when ads are at top? Or was the competition just not nearly as good

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