Google Search vs. ChatGPT

Google Search might need to be reworked, but it's not going anywhere.

Transcript

00:00I think there's real risk that search itself needs to be reconsidered however I don't necessarily

00:07know that we've seen as much of a transition you just said it yourself the search data there was

00:12one quarter where search data showed somewhat of a stagnation or even maybe a slightly quarter

00:17over quarter downtick and then ever since then search is still going up so I think we need to

00:23see more real market signs that search is deteriorating because it's a little bit like

00:28the Apple story I'm quite pessimistic about Apple because of their lack of success in AI having

00:34said that 2.2 billion plus devices that people love their Apple device and nobody's saying oh

00:41because Siri's not great I'm going to get rid of my iPhone no they're not saying that they're saying

00:46we'll continue with this we love the device we love its functionality we love our Apple ecosystem we

00:51love our blue bubbles we're going to stay with it and if Apple can get intelligence correct probably

00:56in the next two years they probably won't see much market erosion I think while people like us that

01:01are in tech that are on top of media that are constantly on our devices have certainly played

01:07with and adopt perplexity we've adopted open AI tools maybe we were playing with anthropic but I

01:14think deep down the vast majority of people out there call your your uncles your aunts your brothers

01:19sisters moms friends still use Google pretty pervasively even if it's just in the Apple when

01:23they're throwing in the Safari browser just search a term they don't realize it's that Google

01:26relationship going back to Google I think they have a stickiness it'll take time but open as a real

01:32threat to the entire to every business by the way