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I vaguely recall part of an interview with Warren Buffett, where he was talking about tech investments. At the time he was interested in cloud providers and no
by MathMonkeyMan 5y ago
I vaguely recall part of an interview with Warren Buffett, where he was talking about tech investments. At the time he was interested in cloud providers and not interested in search. He said that "search is winner-takes-all," while infrastructure-as-a-service is not. Maybe that's part of it.
- gyulai 5y agoActually, I don't think that search is winner-takes-all. Rather the piece that is winner-takes-all is monetization of search through advertising. Because advertising networks are winner-takes-all. ...so the path forward leads through monetizing search in a way other than through advertising. And this is precisely what the next generation of challengers like Neeva and Kagi are doing. Another alternative might be public funding.