Your narrative depressed Google’s stock price for years, and bears finally gave up since they kept coming out with huge earnings beats.
Unless Claude adds ads, it isnt going to be sustainable for both Anthropic or you - and congrats, you've invented Google Search.
- fast, even the shitty AI results are nearly instant.
- some results like actors in a movie, or where to stream are useful
- instead of typing a url
But that’s it. I never use Google outside of that. It’s just ads, and most of the web is just ads or AI slop.
I would actually recommend using a LLM over normal search for that sort of thing, because SEO has ruined those high intent phrases. The AI equivalent of SEO is also a problem there, but it's so much less prevalent.
I personally like google over asking an AI. Esp. since something like google is a substrate without which an AI would be far more prone to hallucinations.
And that's where you're dead wrong. Absolutely wrong.
Some of their newer efforts like Waymo and AI hosting for Apple could turn into large businesses to make up for any lost search revenue.
They also have significant costs to maintain their search revenue, such as $20B a year to Apple alone to make Google the default search engine in Safari.
If search becomes less lucrative, they would presumably pay less for such deals.
So yeah, definitely a time of disruption for Google and they need to keep moving fast on many fronts, but they are still well positioned in multiple markets to be successful.
Curious to see how long that lasts - YouTube and Google Maps were fairly mainstay apps for iPhones for a while, and eventually Apple cut the Maps cord to do their own thing. I don’t know if that’s from an existential concern of “we need to eventually move Maps in-house”, but given the Google of it all I wouldn’t be surprised if Apple is already at least planning on how to do the same with AI once the bulk of the usage evens out i.e. let someone else worry about it now while also getting a read on what rolling their own would feasibly require.
But if they are successful in making on-device models that work well, then you don’t really need as much cloud infrastructure.
A model serves a different purpose from a web crawler.
I'd prefer to be able to find source material over steering a model I have no control over while managing hallucinated outputs without the ability to fact check.
Just because it sourced some materials using RAG doesn't make its outputs valid, accurate, or factual.
Is it though? As far as I can tell they continue to maintain total domination of web search, and LLMs do not replace search engines, they work on top of them.