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"

Where we once said “Google it”, all of my kids say, “search it up” — the brand recognition (and preference) is long gone. 

An article I came across this morning connects a couple dots: as Google serves up their website-trained AI responses, website content creators evaporate, leaving Google‘s models with less material to work with. 

Moreover, as traffic declines overall, sponsored clicks become worth less, driving revenue down and advertiser cost up (higher competition for fewer clicks due to a lack of better channels). 

If OpenAi hasn’t gotten into the link affiliate game, they should.

Where we once said “Google it”, all of my kids say, “search it up” — the brand recognition (and preference) is long gone. 

An article I came across this morning connects a couple dots: as Google serves up their website-trained AI responses, website content creators evaporate, leaving Google‘s models with less material to work with. 

Moreover, as traffic declines overall, sponsored clicks become worth less, driving revenue down and advertiser cost up (higher competition for fewer clicks due to a lack of better channels). 

If OpenAi hasn’t gotten into the link affiliate game, they should. 

https://www.giantfreakinrobot.com/tech/google-creators-event.html