1) The FinTwit consensus dismissal of LLMs as a potential threat to search feels like the consensus dismissal of IDFA/ATT as a risk to social networks in 2021.
Difference is the dominant search company has wisely invested in a phone OS which helps mitigate risks.
Difference is the dominant search company has wisely invested in a phone OS which helps mitigate risks.
2) When someone like Sridhar, who ran search ads, says that LLMs are a threat maybe donโt just dismiss the idea. Obviously he has incentives to say this
The largest social network was also quite cheap right before it imploded on IDFA/ATT & then the stupidity of FRL as a response
The largest social network was also quite cheap right before it imploded on IDFA/ATT & then the stupidity of FRL as a response
3) Most importantly, Sundar thinks LLMs are a threat.
At least they are responding intelligently by focusing on the threat that matters unlike the social networks who ignored TikTok and IDFA/ATT until it was almost too late in favor of doing โimportant workโ on the Metaverse.
At least they are responding intelligently by focusing on the threat that matters unlike the social networks who ignored TikTok and IDFA/ATT until it was almost too late in favor of doing โimportant workโ on the Metaverse.
4) Risk to search comes from the other phone OS and the social networks using LLMs to compete in search.
The race will be to see who can get to a lower cost implementation of an LLM first as the economics are currently prohibitive.
All of this is good for semis btw.
The race will be to see who can get to a lower cost implementation of an LLM first as the economics are currently prohibitive.
All of this is good for semis btw.
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