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They can be doing fine at AI models but not so well with AI revenue. Although I am curious if they are not worried and playing the long game confident that the
by jjallen 18d ago
They can be doing fine at AI models but not so well with AI revenue.
Although I am curious if they are not worried and playing the long game confident that their distribution will eventually help them catch up (and worst case they own some of Anthropic). But obviously Anthropic and OpenAI have their own distribution now too.
- jjallen 18d agoI do wonder if the more they goose their ad business the faster it eventually falls. I know I am more and more reluctant to view many normal Web page ads at all and usually immediately click away the second a site gets annoying
- ungreased0675 18d agoI block ads because I don’t want my family exposed to scams, clickbait, and offensive content. If ads weren’t so annoying, I wouldn’t put too much effort into blocking them.
- jjallen 18d agoI don’t see many these days thankfully. I Use happily YouTube premium and mostly AI for web browsing-equivalent activities.
- Terr_ 18d agoAlso: Creepy surveillance, and a delivery mechanism for malware/viruses. Online advertising has completely broken from anything resembling the traditional social-contract of magazine ads, billboard, signs, etc. They're preying on your safety and privacy, not just your attention.
- dspillett 18d ago> but not so well with AI revenue Nobody is doing well enough with AI revenue ATM (https://isaiprofitable.com/ https://isaiprofitable.com/). At the moment it is probably more about market share of users, that is where the investment capital will need to be clawed back from when it starts to be called back (or replacement money will need to come from if the investment cycle simply stops giving generously).
- karim79 18d agoLove this. Can we also have an environmental cost calculator somehow?
- xnx 18d agoDollars are a very good first estimate of environmental cost.
- deleted 18d ago[deleted]
- Gareth321 18d agoWhile true, Google is particularly vulnerable to AI disrupting the traditional internet ad model. They have to figure out how to make AI profitable or Google will suffer catastrophic revenue, profit, and stock price declines in short order.
- dspillett 17d agoCan they not just do what they expected sites to do when their search results started including key extracts from sites, significantly reducing click-throughs to news pages and such? [couldn't resist the snark, I don't exactly feel sorry for them here!]
- Gareth321 17d agoIt is, as you imply, poetic justice.
- akoboldfrying 17d agoIsn't it obvious? If/when the norm shifts from "googling" everything to asking an LLM, they'll stick ads in Gemini output. They'll probably be less annoying than ads in Google Search results, because people ask LLMs more detailed, context-laden questions.
- 17d ago
- Spooky23 18d agoThe other companies are stealing people's work for headlines and sabotaging each other. Google is offering a whole bunch of Gemini APIs that do real shit, with the same terms and contracts and the existing products for most of them.