20 years ago people asked that exact question. E-Commerce emerged. People knew the physical process of buying things would move online. Took some time. Sure, more things emerged but monetizing the Internet still remains about selling you something.
Assuming AI progress continues, AI could replace both Microsoft's biggest product, OS, and Google's biggest product, search and ads. And there is a huge tail end of things autonomous driving/flying, drug discovery, robotics, programming, healthcare etc.
Too vague. How would it replace Windows? How would it replace search?
The latter is more believable to me, but how would the AI-enhanced version generate the additional revenue that its costs require? And I think a lot of improvement would be required... people are going to be annoyed by things like hallucinations while trying to buy products.
In reality, as soon as a competitor shows up, Google will add whatever copycat features it needs to search. So it isn't clear to me that search is a market that can be won, short of antitrust making changes.
YetAnotherNick|1 year ago
adamc|1 year ago
The latter is more believable to me, but how would the AI-enhanced version generate the additional revenue that its costs require? And I think a lot of improvement would be required... people are going to be annoyed by things like hallucinations while trying to buy products.
In reality, as soon as a competitor shows up, Google will add whatever copycat features it needs to search. So it isn't clear to me that search is a market that can be won, short of antitrust making changes.