but if they're google's products how would they cannabalize ads biz. would revenue not just shift? or do you believe ai search will be overly adopted but not as profitable?
Google was late to search, late to smartphones, late to internet email. I'm having a hard time thinking of any of their large markets where they were a first mover, maybe YouTube-ish, widespread user uploaded internet video wasn't meaningfully available before the rise of YouTube.
On topic, Waymo is clearly a first mover in self-driving, having the first legal commercial services.
But, being the first mover is usually more of a disadvantage than an advantage, IMHO.
israrkhan|5 months ago
toast0|5 months ago
On topic, Waymo is clearly a first mover in self-driving, having the first legal commercial services.
But, being the first mover is usually more of a disadvantage than an advantage, IMHO.