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What's in it for Google is not getting disrupted by OpenAI and losing their entire business, if it turns out that Chat is the new Search. While we seem to be c

What's in it for Google is not getting disrupted by OpenAI and losing their entire business, if it turns out that Chat is the new Search. While we seem to be cresting the peak of exuberance and coasting towards the trough of disillusionment, recall how freaked out everybody got a few months ago when everybody started using ChatGPT; Google's stock price tanked and they were getting slaughtered by analysts, so they needed to show a return to dominance on AI. I think if you had ChatGPT but with up-to-date information, you'd see a pretty big substitution effect from Google's search product, so it's better for them to "disrupt themselves" than have another company steal their golden goose. OpenAI competition aside, it's just clearly (to me) going to be a massive product area in the future, and it's going to be lucrative for AdTech companies like Google if they can build the right product (chat sessions are going to be even more valuable for ad placement than search queries).

Someone 3y ago
But to avoid being disrupted, I don’t think they have to have a product out today. Also, as is always the case in these “established giant vs nimble newcomer” cases, they have more to lose than OpenAI, and thus have to be more careful than them in what they release. For Google, that’s doubly so, given that they’re the portal to product search for half the world. Let’s say they release a product that (rightfully or not) starts claiming a product of one of their large advertisers is expensive and doesn’t work? What if it stops mentioning some products because it ‘thinks’ nobody should buy them? How be confident their offering isn’t biased, racist or sexist? > and it's going to be lucrative for AdTech companies like Google Would it? The true disruptor would direct you to the product that’s best for you, irrespective or how much its seller is wanting to bribe it to make that suggestion.

Someone 3y ago

But to avoid being disrupted, I don’t think they have to have a product out today. Also, as is always the case in these “established giant vs nimble newcomer” cases, they have more to lose than OpenAI, and thus have to be more careful than them in what they release. For Google, that’s doubly so, given that they’re the portal to product search for half the world. Let’s say they release a product that (rightfully or not) starts claiming a product of one of their large advertisers is expensive and doesn’t work? What if it stops mentioning some products because it ‘thinks’ nobody should buy them? How be confident their offering isn’t biased, racist or sexist? > and it's going to be lucrative for AdTech companies like Google Would it? The true disruptor would direct you to the product that’s best for you, irrespective or how much its seller is wanting to bribe it to make that suggestion.