🤖 Only foundation models can disrupt search - and Google is too far ahead

“So this idea that Google is going to be displaced or they're moving slow, that might be antiquated information.”

“I think Google is going to be, ChatGPT4, I'm saying it right here right now, I think they're going to beat them because I think that they're better at indexing all this information and understanding it than anybody on the planet. And they have the largest ad network. If they get this done in the next six months, I think it's going to increase the cost per click because they're going to know so much about each user”

“So if you can organize those people and they've got this significantly advantaged infrastructure, they have a real shot at being a platform player here.”

“And so if they take Bard and they have the confidence now to just integrate it into Gmail, or integrate it into these other points where they already have hundreds of millions of users, that's like a really tough distribution barrier to overcome.”

“I thought they were going to catch up real quick, and this seems like we got a race on our hands now.”

“But I'm not finding the answers to be more accurate, and I'm not finding them to be more detailed. I'm not seeing a reason to use this over ChatGBT.”

“But Google certainly has an incredible set of tools and capabilities that is leap years ahead of Microsoft. They're in a position to really compete. They just have to have the will and the leadership to do it.”

“Google's incentive is to usurp ChatGPT's usage by inserting something inside of their existing distribution channels to suppress the ability for you to want to go to the app.”

“And then when they make BARD a default, you know, a little snippet on your Google search return page or BARD is built into YouTube or Chrome or Android or the Play Store, they're going to roll right over ChatGPT because they have billions of users already.”

“Google should go and they should cannibalize their own business before it is cannibalized for them.”

“No, it's because there's a data network effect there, that the more searches they provide, the more data they get. It's the reinforcement learning.”

“Show me where someone's made a better competitor to Google search. Show me where consumers don't choose to go to another search engine because Google's built a better search engine.”

“I think that Google will open source their models because the most important thing that Google can do is reinforce the value of search. And the best way to do that is to scorch the earth with these models, which is to make them widely available and as free as possible.”

“Google, one of the greatest businesses and franchises ever created, has no answer currently for Chat GPT, because Google's business model is to get you to click on an ad between links.”

“Now, it probably stands to reason that if we have enough innovation at the fundamental model level in AI, particularly like a bunch of really powerful multimodal models, the new form of search can disrupt Google. But the problem is they are so ahead of everybody else with respect to those models as well.”