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It doesn't have to kill Google. If it can force google to integrate expensive LLMs (compared to current search), it will impact search margins which is what all
by crop_rotation 4y ago
It doesn't have to kill Google. If it can force google to integrate expensive LLMs (compared to current search), it will impact search margins which is what all of Google depends on. If search stops printing money, it will have a drastic impact on Google, since Search subsidises tons of other not profitable ventures (even GCP is not profitable)
A company this size doesn't die easily though. Even IBM is still alive and making money.
- abhayhegde 4y agoThat's a valuable point. Impact on margins is what I'm curious to see. Given the current rate of competition, I don't think we could ever see the current margins again for Google, how many ever years down the line. I wonder if the market is discounting this point of view already.