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LLMs still need a search API, and use it a lot. Google is well positioned to earn from this service, especially if they can prove that their search service is
by Saline9515 5mo ago
LLMs still need a search API, and use it a lot.
Google is well positioned to earn from this service, especially if they can prove that their search service is superior to competitors. While they lose some of their moat, they are well positioned to dominate the market, just like they did in the consumer space.
- marysol5 5mo agoYeah but LLM's don't offer you an advert. "You tried to find a recipe for cupcakes, well all I can offer you is an advert on kitchen appliances"
- swores 5mo ago> "LLM's don't offer you an advert." Some already do, and some of the ones that don't will in the future. See for example https://help.openai.com/en/articles/20001047-ads-in-chatgpt https://help.openai.com/en/articles/20001047-ads-in-chatgpt Of course that's not to say that the advertising situation will be identical to that of pre-LLM search engines, and the differences may lead to radically different economic models and user experiences. But I was just correcting your statement.
- gmerc 5mo agoThat’s not what claude code does… and that’s exactly the dilemma for Google.
- Snafuh 5mo agoClaude Code is not the majority of AI usage. People asking any AI chat interface for ideas for their honeymoon will trigger some kind of search. SEO is still relevant and Google might still be able to sell top spots in their search so LLMs will pick it up.
- freedomben 5mo agoexactly. Claude is in a niche. It's a high-value niche right now, but a niche nonetheless. Normies don't use claude much based on the numbers I saw. Search is still highly relevant and Google seems well positioned to capitalize on it.
- dominotw 5mo agoso the argument here is that its too niche for google to care ? i dont belive that they made explicit decision to make a lame version of claude code that their own devs dont use.