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It’s increasingly clear to me that the lunch of ChatGPT by OpenAI in 2023 was Google’s “Kodak moment”. Google, whose mission is to “organise the world’s information and make it universally useful”, somehow managed to fumble the opportunity to launch the most significant product in that space for perhaps all of history, despite their own researchers writing the seminal paper which underlies ChatGPT and having unmatched access to compute and training data.
Google, whose mission is to “organise the world’s information and make it universally useful”, somehow managed to fumble the opportunity to launch the most significant product in that space for perhaps all of history, despite their own researchers writing the seminal paper which underlies ChatGPT and having unmatched access to compute and training data. If Google Search loses traffic to ChatGPT, that means it has to double-down on YouTube’s fight for a slice of the screen-based leisure market against not only Meta and other social media challengers (TikTok, Snapchat), but also content producers like Netflix, Disney, game studios and basically the whole media landscape. If Google had more inspired leadership, it would accept the colossal revenue hit of replacing the search box on their home page with the Gemini chat interface.
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