Google slips as OpenAI said to be working on search product: report

I&#x27;m long GOOG (horizon of 3 years) as 1) their current profits are stratospheric and growing 2) the companies that make money off of AI will already have a strong cloud offering. My thesis is that B2B is where the money is at. B2C is trash unless you can insert ads. B2C subscriptions for something like search isn&#x27;t even with talking about.<p>Monetization of AI hasn&#x27;t even really started yet so I could be tragically wrong. It&#x27;ll be an interesting ride no matter what.

As bad as Google Search is I‘m cautious about the prospects of this making a dent in their search monopoly.<p>Remember when ChatGPT was integrated into Bing? Turns out that did nothing for search market share.

How is OpenAI going to monetize it? The first time you get an ad in your chat is going to really cause some breaking of the fourth wall.

This can be summarized as a bet on the cost per query going down significantly. Last I checked, it costs OpenAI almost 20x more to run a query vs Google. At that price-point, without serious monetization and even assuming GPU prices go down significantly within the next 5 yrs, it&#x27;s really more a bet on being to financially withstand the competition.

So Google is really becoming the IBM of this era?

if it has any whiff or mention of bing, hard pass.

I don&#x27;t really think technology is the limiting factor in search quality right now. Adding more technology doesn&#x27;t address the problem.<p>How about just a business model that isn&#x27;t awful&#x2F;predatory?

Perplexity pro for the win.

Good news. Better options are what we need. Using Google search is now pointless. Recently, the page cache feature was removed. Very likely the last excuse to use Google search at all.

Google didn&#x27;t slip. Google&#x27;s stock price fluctuated. Which is a normal occurrence. There&#x27;s a difference between the two, and the headline is really close to click-bait.

Makes sense why we are seeing mass layoffs. It feels like the end of a tech era and companies must rapidly shift priorities

Oh. This seems to imply at one point they thought ChatGPT was something more than the next-gen search engine.

I asked this three months ago: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=37975601#37975983">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=37975601#37975983</a><p>I have been using Kagi paid for the last 2 months and have found it an acceptable drop in replacement for Google. Before that I used Duck Duck Go and found myself using the !g operator about 50% of the time.

If Google dies Linux will be loosing android and investment it provides for Firefox as well.

Hello OpenAI,<p>Please avoid &quot;personalized&quot; ads.<p>DuckDuckGo has proven that personalized ads are not necessary for success.

Looking at how useless &quot;AI-powered Bing&quot; is, I&#x27;m not holding my breath for something revolutionary in the space.

Google search is so vulnerable. It&#x27;s trash for a lot of queries these days, to the point that I&#x27;m tempted to switch to Bing. An iterative search tool using a ChatGPT interface on the sidebar that can summarize and cite as it goes would an instant switch.

Sundar Pichai is more of a figure head rather than somebody “leading” the tech giant. You could put any MBA school trained flunkie in his position and the result will be the same.<p>Glad Google is getting stormed by the competition.

I already stopped using Google for most programming questions, I ask ChatGPT instead. Recency of results is an issue though, but I think if OpenAI nails a way to e.g. search for products or services they will be able to disrupt Google easily. Most content you find on Google is SEO trash, an LLM agent should be able to cut through that for me and save quite a lot of time.