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> But the moment they flip the advertising switch, their traffic will be both highly monetizable and ludicrously high margin. I think most people will continue
by insane_dreamer 1y ago
> But the moment they flip the advertising switch, their traffic will be both highly monetizable and ludicrously high margin.
I think most people will continue to use Google and its Gemini-generated summaries at the top.
- jsnell 1y agoMaybe, but it doesn't really matter either way. They already have half a billion MAUs. I'm pretty sure what I said is true already on that user base. It's not contingent on chatbots replacing search as a whole, all that's needed is their existing traffic having a decent proportion of monetizable queries (this seems basically certain) and for them to come up with ad formats that are effective without driving users away.