| LLMs may actually drag our super-valuable tech industry back down to earth and commoditize everything we've ever built. How hard would it be to build a new Google Search with a small team and an LLM? How hard would it be to engineer a new Google Drive and Docs suite? How hard would it be to create a new phone operating system? These all feel incredibly shallow now. A few dedicated people could build these systems and begin dismantling the margin and monopoly of every major piece of software we know and use. If ChatGPT has ads, how hard would it be for a different startup to offer an LLM alternative? Distribution and branding might be the only things that matter going forward. We may have just turned the tech industry into the 1960's cigarette industry. LLMs are a Google killer. I don't think it'll be long before people start using their power to take away market share from big tech. Big tech laying off so many senior engineers might have created the dry kindling to set this off. (Because people always comment - this is not sarcasm. I'm being serious.) |
They will run into many problems. The Google brand for search, the inability to index most of the web as a new crawler, the lack of the top browser, your own mobile OS, default search placement deals with everyone. And that doesn't even look at the technical issues, scaling or the lack of a business model to pay for it.
You could build your own Google drive many have from dropbox to mega or onedrive. Doc suite is possible but harder then you think.
LLMs were invented by people working at Google. LLMs won't kill Google it will offer them a new profit center.