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I disagree. Google's entire advertising business depends on them being the best at "organising the world's information". (Apple says Google is the best, so it m

I disagree. Google's entire advertising business depends on them being the best at "organising the world's information". (Apple says Google is the best, so it must be true, right? :) If Google fails to compete in AI, they will lose search and some competitor will siphon off all their advertisig revenue. This is all coinciding with regulators taking a closer look at all the other ways in which Google protects its search monopoly. You know, the ones that are not so much based on merit. Google is at risk of losing both its technology leadership and its grip on distribution channels at the same time.

mattnewton 3y ago
I don’t see the risk at all. Google has a LLM product with much more reach and better monetization than anthropic already. If you think the DOJ is going to break up google or otherwise destroy their market share in search that’s another story altogether, but if they keep it they’ll be well positioned to make a lot of money buying anthropic and getting their models onto their infrastructure and in their channels. It’d be like buying YouTube, which had absolutely nothing to do with needing their video hosting infrastructure but because they were winning market share with their product decisions.