[Saline9515]

LLMs still need a search API, and use it a lot.

Google is well positioned to earn from this service, especially if they can prove that their search service is superior to competitors. While they lose some of their moat, they are well positioned to dominate the market, just like they did in the consumer space.

[gmerc]

That’s not what claude code does… and that’s exactly the dilemma for Google.

[Snafuh]

Claude Code is not the majority of AI usage.

People asking any AI chat interface for ideas for their honeymoon will trigger some kind of search. SEO is still relevant and Google might still be able to sell top spots in their search so LLMs will pick it up.

[freedomben]

exactly. Claude is in a niche. It's a high-value niche right now, but a niche nonetheless. Normies don't use claude much based on the numbers I saw. Search is still highly relevant and Google seems well positioned to capitalize on it.

[dominotw]

so the argument here is that its too niche for google to care ? i dont belive that they made explicit decision to make a lame version of claude code that their own devs dont use.

[marysol5]

Yeah but LLM's don't offer you an advert.

"You tried to find a recipe for cupcakes, well all I can offer you is an advert on kitchen appliances"

[swores]

> "LLM's don't offer you an advert."

Some already do, and some of the ones that don't will in the future.

See for example https://help.openai.com/en/articles/20001047-ads-in-chatgpt

Of course that's not to say that the advertising situation will be identical to that of pre-LLM search engines, and the differences may lead to radically different economic models and user experiences. But I was just correcting your statement.