4 ms·

WTF is going to happen to Google's ad revenue if every PC has an AI that can perform searches on the user's behalf?

by riskable 1y ago

tartoran 1y ago
They'll have to squeeze it all from Youtube!
andrewmcwatters 1y ago
google.com/sorry
thimabi 1y ago
They can always pivot to their Search-via-API business :) It takes lots of servers to build a search engine index, and there’s nothing to indicate that this will change in the near future.
onesociety2022 1y ago
How is that any different than someone installing an ad blocker in their browser? Arguably ad blocker is much simpler technology than running a local LLM and has been available for years now. And yet Google’s ad revenue seems to have remained unaffected.
- hadlock 1y ago
  It's been demonstrated that as ChatGPT usage goes up, traffic to sites dependent on SEO search ranking has gone down, roughly proportionally, every month over the last ~18 months. ChatGPT is free and fast and requires no technical know-how. Installing an ad blocker requires knowing what one is, and the time and energy to install a browser plugin. Pretty much everyone I know thinks free online ChatGPT type products is an absolute existential thread to Google's ad dominance. Even mediocre LLMs provide a vastly better experience than ad choked pages linking to ad choked SEO optimized websites serving (largely) google's own ads.
system2 1y ago
There are millions of websites, and a local LLM cannot scrape all of them to make sense of them. Think about it. OpenAI can do it because they spend millions to train its systems. Many sites have hidden sitemaps that cannot be found unless submitted to google directly. (Not even listed in robots txt most of the time). There is no way a local LLM can keep up with up to date internet.
- riskable 1y ago
  No, the AI will just use Google, DDG, Bing, etc on behalf of the user (behind the scenes). The ads will be shown to the AI which will ignore them.
Havoc 1y ago
That’s easy - they’re just going to ram the ads down your throat inline via Gemini
cantor_S_drug 1y ago
I think because Google knows traditional search is gonna die, they will be aggressively pushing ads on traditional search to extract as much money as possible till they figure out newer ways of making money.

WTF is going to happen to Google's ad revenue if every PC has an AI that can perform searches on the user's behalf?

tartoran 1y ago

They'll have to squeeze it all from Youtube!

andrewmcwatters 1y ago

google.com/sorry

thimabi 1y ago

They can always pivot to their Search-via-API business :) It takes lots of servers to build a search engine index, and there’s nothing to indicate that this will change in the near future.

onesociety2022 1y ago

How is that any different than someone installing an ad blocker in their browser? Arguably ad blocker is much simpler technology than running a local LLM and has been available for years now. And yet Google’s ad revenue seems to have remained unaffected.

hadlock 1y ago
It's been demonstrated that as ChatGPT usage goes up, traffic to sites dependent on SEO search ranking has gone down, roughly proportionally, every month over the last ~18 months. ChatGPT is free and fast and requires no technical know-how. Installing an ad blocker requires knowing what one is, and the time and energy to install a browser plugin. Pretty much everyone I know thinks free online ChatGPT type products is an absolute existential thread to Google's ad dominance. Even mediocre LLMs provide a vastly better experience than ad choked pages linking to ad choked SEO optimized websites serving (largely) google's own ads.

system2 1y ago

There are millions of websites, and a local LLM cannot scrape all of them to make sense of them. Think about it. OpenAI can do it because they spend millions to train its systems. Many sites have hidden sitemaps that cannot be found unless submitted to google directly. (Not even listed in robots txt most of the time). There is no way a local LLM can keep up with up to date internet.

riskable 1y ago
No, the AI will just use Google, DDG, Bing, etc on behalf of the user (behind the scenes). The ads will be shown to the AI which will ignore them.

Havoc 1y ago

That’s easy - they’re just going to ram the ads down your throat inline via Gemini

cantor_S_drug 1y ago

I think because Google knows traditional search is gonna die, they will be aggressively pushing ads on traditional search to extract as much money as possible till they figure out newer ways of making money.