[PaulWaldman]

>Google looks to be caught in an innovator dilemma. They can’t roll out a good chat system comparable to its competitors because it directly competes with their core revenue stream of search.

That's one way to look at it. The other is the immense advertising opportunity these systems can provide. You no longer need to perform multiple queries and various results to get your answer. You're now essentially in a walled garden. The search/LLM platform has your complete and undivided attention.

After providing an answer, the follow-up can be a relevant ad. It is important for their credibility to not make it seem like the ad is impacting the integrity of the result.

They already have a moat being an established player with existing agrements. Google was able to pull this off with traditional search. They are probably best currently positioned to do it again.

Edit: Something else to consider, does Google have the same DNA that they did in the early 2000s?

[ryandvm]

> That's one way to look at it. The other is the immense advertising opportunity these systems can provide. You no longer need to perform multiple queries and various results to get your answer. You're now essentially in a walled garden. The search/LLM platform has your complete and undivided attention.

Yup. We are entering the age of Advertising God Mode.

Google and Facebook are both going to train these LLMs directly at individual users. They're going to feed it all your email, texts, posts, comments, and page views and these systems are going to fill your feeds with bespoke advertising content that is lovingly crafted by the AI to appeal to you. No longer just product->user matching, but actual ad copy and images will be AI-tailored to wedge its way into your psyche. We have no chance against this kind of commercial psy-ops.