The AI Phase Is Getting Difficult from Google

The AI Phase Is Getting Difficult from Google

While Nvidia is sucking up money from big tech and big tech start-ups, AI and related search products that develop with this spent money eventually lead to Google's weakening of its dominance in the search market.

To summarize what I posted for a while yesterday as well, it's as above.

Of the big tech companies, only Apple doesn't pay Nvidia. Why? It can be said that Apple is just watching other companies compete in AI.

While thinking, "What will they mount on their hardware?" Although ChatGPT has already been installed in Apple Intelligence. It is literally in a position to enjoy its status as an overwhelming platform.

But that's not the case with Google, which seemed to be the most robust. Search market dominance in the United States has been slowly weakening, and it is certain that (ad revenue share, as mentioned in the image and article text) will fall below 50% next year. Google is also showing the same decline as Naver in the United States, for different reasons and different situations. (Maybe it was because Google couldn't exclude this kind of situation in the future.)

AI-based search is already digging deep into the market. Google is also bringing its AI overview to the fore.

But this problem doesn't end with Google. What will happen to the existing web ecosystem if AI-based search takes hold in the market? What will happen to media publishers first?

It is difficult to survive except for a few that make it worthwhile for people to visit the website. Why doesn't The New York Times sell data to OpenAI, review its own AI products, and why is it so fiercely resistant?

AI-based products have no choice but to absorb all information in the Internet world first, and then dominate all channels of the Internet world.

It is necessary to know this fact and see the direction in which they develop, and to check it.

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That's why yesterday's coffee pot was about this. I wrote it, but it's fun!

There is a link in the comments.