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by clobmclob
1201 days ago
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I've been thinking this for a while now. But I don't think that means the disruption is done. Think about how TikTok has disrupted Facebook or how Salesforce has disrupted Oracle. All of the big tech incumbents today also have lots of lots of older product infrastructure (Maps for Google, Dynamics for Microsoft, Mac Pros for Apple, etc) that they must maintain which is also difficult and risky to eliminate. But that infrastructure also imposes a drag on development for new features and capabilities. It is possible to build something simpler and smaller with higher profitability than Google Search (as one relevant example). |
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Smaller and simpler I buy. Higher profitability I don't. Every serious analysis of this has suggested that ChatGPT is a loss leader, for example.
I'd similarly be very skeptical of claims that Kagi has better margins that Google Search (and I doubt even the Kagi founder would make that claim with a straight face):
https://news.ycombinator.com/item?id=30822830