Search
-
Google Earnings, Search and AI, Building AI Products
Google’s earnings were well-received, but they made me a bit nervous; Google is focusing all their energy on the race between Search + AI and AI > Search.
-
Google Earnings, Search Status, China Antitrust Actions
Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons.
-
Google Announces Veo 2, The Empire Strikes Back, Free ChatGPT Search
Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search.
-
Perplexity Search Ads, Inventory-Defined Advertisers, Telegram Follow-Up
Perplexity’s upcoming advertising model looks a lot different than traditional search advertising; it may always look different.
-
Google Decision Follow-Up, Amazon Earnings
Grappling with the implications of the Google decision require accepting that antitrust intervention interferes with the market; then Amazon looks like it has unlocked a new retail category.
-
Friendly Google and Enemy Remedies
The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.