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Google apparently has a market cap of around $1.200 Trillion based [0] largely on (for 2021) revenue of 256.7 billion U.S. dollars, of which 209.49 billion U.S.

Google apparently has a market cap of around $1.200 Trillion based [0] largely on (for 2021) revenue of 256.7 billion U.S. dollars, of which 209.49 billion U.S. dollars came from advertising [1]. It's apparently fourth on the list of valuable companies [4] If OpenAI takes a good chunk of Google's ad revenues then it doesn't seem that fanciful that it'll be up toward the top of market caps. [0] https://companiesmarketcap.com/alphabet-google/marketcap/ https://companiesmarketcap.com/alphabet-google/marketcap/ [1] https://www.statista.com/statistics/266206/googles-annual-global-revenue/ https://www.statista.com/statistics/266206/googles-annual-gl... [2] https://businessplus.ie/news/most-valuable-companies/ https://businessplus.ie/news/most-valuable-companies/

tyre 4y ago
How would OpenAI take a majority of AdWords inventory? Maybe it could write the ads but you’re paying for placement.
- llampx 4y ago
  Placement on what? Search results that no one is using anymore?
whimsicalism 4y ago
> If OpenAI takes a good chunk of Google's ad revenues then it doesn't seem that fanciful that it'll be up toward the top of market caps. OpenAI taking a large chunk of Google's ad revenue seems fanciful to me
- napier 4y ago
  More likely they bork a large chunk of Google's ad revenue by making information search and retrieval usable again under a UBI rationing to fast but not cheap tiered freemium model. That's before you consider information generation, process management greasing and problem solving potential use cases.
  - whimsicalism 4y ago
    They have no moat and people don't like to wait for results. People like ad subsidized things, that is why they have ads rather than people paying for things.
    - napier 4y ago
      When I google and every time I google on basic search I instantly get several pages of adspam, blogspam and phishingspam and rarely anything high quality or relevant to my search string. Unless append something like "reddit" to my query and then mine the reddit post useful info and links. Even google scholar, which used to be brilliant, has recently switched to an vector search embeddings approach more similar to base search. Happy to wait a few seconds for an LLM based google killer to generate ideally accurately cited relevant information.
- lonelyasacloud 4y ago
  Google's CEO signaling a code red and inviting the founders back is not about Chrome's market share.

tyre 4y ago

How would OpenAI take a majority of AdWords inventory? Maybe it could write the ads but you’re paying for placement.

llampx 4y ago
Placement on what? Search results that no one is using anymore?

whimsicalism 4y ago

> If OpenAI takes a good chunk of Google's ad revenues then it doesn't seem that fanciful that it'll be up toward the top of market caps. OpenAI taking a large chunk of Google's ad revenue seems fanciful to me

napier 4y ago
More likely they bork a large chunk of Google's ad revenue by making information search and retrieval usable again under a UBI rationing to fast but not cheap tiered freemium model. That's before you consider information generation, process management greasing and problem solving potential use cases.
- whimsicalism 4y ago
  They have no moat and people don't like to wait for results. People like ad subsidized things, that is why they have ads rather than people paying for things.
  - napier 4y ago
    When I google and every time I google on basic search I instantly get several pages of adspam, blogspam and phishingspam and rarely anything high quality or relevant to my search string. Unless append something like "reddit" to my query and then mine the reddit post useful info and links. Even google scholar, which used to be brilliant, has recently switched to an vector search embeddings approach more similar to base search. Happy to wait a few seconds for an LLM based google killer to generate ideally accurately cited relevant information.
lonelyasacloud 4y ago
Google's CEO signaling a code red and inviting the founders back is not about Chrome's market share.