Re:Nvidia is about to pass Apple in market cap
by vineyardmike on Wednesday May 29, 2024 @04:41PM
(#40516771)
> replacing search
But since Google is adding LLMs to search, an LM competitor might not win still.
> lucrative queries
Also the hardest for an LM.
I predict this won’t end well for anyone. Google will destroy a bunch of their own value preemptively self-disrupting and burning a ton of cash only for everyone to discover that it’s not lucrative to use an AI to tell people the distance to the moon. Viagra and insurance queries will stay valuable and be least useful for a LM to disrupt. Google will maintain their market share, at the expense of more cost per query, so they’ll purge more of the loss-leaders across their consumer offering. We’ll all discover that an LLM isn’t great for search and better integrated into Gmail and similar.
But since Google is adding LLMs to search, an LM competitor might not win still.
> lucrative queries
Also the hardest for an LM.
I predict this won’t end well for anyone. Google will destroy a bunch of their own value preemptively self-disrupting and burning a ton of cash only for everyone to discover that it’s not lucrative to use an AI to tell people the distance to the moon. Viagra and insurance queries will stay valuable and be least useful for a LM to disrupt. Google will maintain their market share, at the expense of more cost per query, so they’ll purge more of the loss-leaders across their consumer offering. We’ll all discover that an LLM isn’t great for search and better integrated into Gmail and similar.