[HN Gopher] Google Is Losing Control
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       Google Is Losing Control
        
       Author : mikece
       Score  : 37 points
       Date   : 2023-02-10 19:05 UTC (3 hours ago)
        
 (HTM) web link (techcrunch.com)
 (TXT) w3m dump (techcrunch.com)
        
       | realitysballs wrote:
       | Good article
        
       | TomMasz wrote:
       | Google sounds like a Kodak or a Xerox, so enamored of their cash
       | cow they lose the incentive to innovate. I'm not saying they will
       | end up like those companies, though, as they're in an industry
       | where catching up won't be as difficult. But they definitely got
       | caught napping.
        
       | uejfiweun wrote:
       | What exactly is the bottleneck here? What is it about ChatGPT
       | that makes it better than Google's stuff? Is it more compute
       | power? Better algorithms used in the models? More talent? Better
       | work culture? Some proprietary technical innovations? Quality of
       | data? Quantity of data? Some combination of all of these?
        
         | knaik94 wrote:
         | The bottleneck is clearly Google's hesitancy. ChatGPT is better
         | because I can use it right now. I don't care how good the
         | research demos are if I can't interact with them myself. Google
         | has a track record of discontinuing products and having weird
         | user/developer unfriendly policies.
         | 
         | One of the most recent was Chrome's plan to force manifest v3.
         | But many of the features promised to devs from v3 wouldn't have
         | been ready by the time v3 was supposed to release. I would
         | approach Google's AI stuff with similar hesitancy as I would
         | have approached Stadia within the last few months before it
         | shut down. Just like with Stadia, Google very clearly does not
         | care to prioritize this kind of AI tech. Google failed to
         | proofread its own ad about Bard. I can't understand how rushed
         | they would have to be for something like that to happen.
         | 
         | In my opinion, this is why new ChatGPT users are going to stay
         | with ChatGPT, even as the aggressive filtering makes the output
         | slightly worse as time goes on.
        
         | pixl97 wrote:
         | I think for Google it may be profits. If you're already a near
         | monopoly that's captured most of the market using a
         | (relatively) cheap means of data processing, an extremely
         | expensive competitor is terrible news. You're in a position
         | where the winning move where you keep your marketshare means
         | far lower profits, at least for some amount of time.
        
           | mikece wrote:
           | And the aggressive competitor right now isn't ChatGTP but
           | it's TikTok: many people are now turning to TikTok for search
           | instead of Google.
        
             | adaptbrian wrote:
             | any data to back this up or is this anecdotal? https://tren
             | ds.google.com/trends/explore?date=today%205-y&ge... and htt
             | ps://trends.google.com/trends/explore?date=today%205-y&ge..
             | . doesnt point to anything meteoric here.
        
               | shanemhansen wrote:
               | I think google search trends might not provide good data
               | on interest in TikTok search.
        
               | dvngnt_ wrote:
               | I don't but I've seen many people on the app say as much.
               | 
               | I've seen many more people appending reddit to Google
               | searches.
               | 
               | google should be more worried about reddit getting their
               | search together
        
               | roundandround wrote:
               | The same would have hypothetically been true for plenty
               | of sites like Stack Overflow.. Which is an example that
               | sites themselves penalize anonymous internal search over
               | fresh Google search.
               | 
               | Controlling the search pages is of low value compared to
               | staying fixed at the top of Google searches (thanks to
               | obfuscated interaction rankings) by having a lot of
               | people who search dozens of times a day always selecting
               | only your page in Google's responses and of course never
               | applying captcha to a new visitor from Google.
        
               | matheusmoreira wrote:
               | Google search gets worse and worse every year. It's
               | actually becoming painful to search for things now. It
               | gives me nothing but spammy low quality results unless I
               | restrict resuts to reddit and HN and other old school
               | forums where people actually talk about stuff and
               | exchange information.
        
               | spaceman_2020 wrote:
               | Google is definitely becoming the source of last resort
               | for a lot of queries. I also turn to it just to search
               | other websites.
               | 
               | The biggest search tragedy is Twitter. There's an
               | incredible amount of information on that platform but
               | most of it is hard to find because of the awful search.
        
         | canes123456 wrote:
         | Change in the status quo. Even if there AI is better than
         | ChatGPT, it might monetize as well search queries. When you are
         | a monopoly, any change means possible losses.
        
         | moonchrome wrote:
         | Just from reading ycombinator on this topic I would say ChatGPT
         | went all in on productizing - so like they hired developers to
         | solve tasks for it to get training data etc. Maybe Google
         | treated it as a research project and didn't pour billions in to
         | productizing it sooner because like you said - they had the
         | same algorithms/hardware/developer/researcher caliber and
         | didn't view it as a threat.
         | 
         | And then when ChatGPT launched they got caught with their pants
         | down and rushed to save face.
        
           | krackers wrote:
           | For years now Google has been shoving the word "AI" into its
           | presentations. Just go through the past GoogleIO and see how
           | many times they mention "AI". All along they've painted a
           | picture of having some grand plan, that they've got something
           | cooking internally that they're perfecting. Maybe some
           | investors even believed it, after all if they're publishing
           | cutting edge papers surely they must have a product backing
           | this as well. And now Microsoft has called their bluff.
           | 
           | And the irony is that if they had simply worked on perfecting
           | standard keyword based information retrieval, the thirst for
           | a LLM integrated search engine would not be as high.
        
         | cloudking wrote:
         | Execs: We need to implement ChatGPT functionality into Google
         | search to stay relevant and protect our moat!
         | 
         | Engineers: Okay, we have LaMDA which is a more powerful
         | language model, we'll implement it.
         | 
         | Execs: Great, what are the risks?
         | 
         | Engineers: Well each search is going to cost 5x more compute
         | power, and may reduce the amount of clicks to ads and search
         | results since we're answering all their questions directly.
         | 
         | Execs: Hold on... we need to have a bunch of meetings about why
         | not to do this.
        
         | tobiasSoftware wrote:
         | I'd say it is about the accessibility of data.
         | 
         | First, there is the issue of paid ads. An example is if I look
         | up "How to learn C++", the top link is a paid ad for
         | CodeAcademy, which claims to be free, but then has three tiers
         | with only the basic one being free. I started looking for
         | information on C++ and ended up in a sales room being given a
         | payment plan. Contrast this to me typing "How to learn C++"
         | into ChatGPT, which informs me about "variables, data types,
         | control structures, functions, and arrays", which are a lot of
         | nice keywords that I could jump further into.
         | 
         | Second, Google does not give you access to the information
         | itself. As such, the style the information is stored in on a
         | website is inconsistent, with each website displaying
         | information in drastically different ways. For an example, I
         | Googled "what is a pointer in c++".
         | 
         | The top link starts with "You learned from the previous
         | chapter, that we can get the memory address of a variable by
         | using the & operator", leads to a single example, and is about
         | a single screen long. This would be useless to someone who has
         | no idea what a pointer is and just heard the name of the
         | concept.
         | 
         | Meanwhile the second top link starts with "In earlier chapters,
         | variables have been explained as locations in the computer's
         | memory which can be accessed by their identifier" and is a much
         | more in-depth tutorial spanning over a dozen screens worth of
         | information. This is better as it gives a lot more information,
         | but is still assuming that I got there from following their
         | tutorial, but instead Google just jumped me into the middle of
         | it.
         | 
         | However, ChatGPT homogenizes this, so the data is already
         | organized in an easily accessible format that does not assume
         | you have much previous knowledge. When I tried ChatGPT with
         | this question, it started with "A pointer is a variable in C++
         | that stores the memory address of another variable." That is
         | far better than either of the websites that I tried with Google
         | that assumed you were halfway through their personal tutorials.
        
         | davidktr wrote:
         | Google has something to loose now: their reputation. OpenAI can
         | be maverick, any mistakes are "move fast and break things".
         | 
         | Same reason why Mercedes or Audi did not bring automated
         | driving on the road, even though they were technologically more
         | advanced than Tesla. History proved them right.
        
       | boh wrote:
       | It's funny that there's literally no indication that Google is
       | losing any material market share but somehow Bing with a chat bot
       | (that just launched this week) will, for whatever reason,
       | dominate the market (it's almost as if Microsoft has a publicist
       | or something). A part of me hopes people will take this seriously
       | enough to force Google stock to sell at a discount. The
       | expectations of consumer behavior as it relates to search and
       | chatbots are wildly optimistic given that using a thing isn't as
       | relevant as making money from a person using a thing. So far,
       | chatbots don't lead to more sales or more ad revenue and
       | assumptions of "potential" behavior aren't as speculative as they
       | are unreasonably hopeful.
        
         | pixl97 wrote:
         | A crisis of confidence is just as dangerous as a crisis of
         | results. If users believe Google is losing users they may try
         | other services. Internally it could cause them to make misteps
         | in order to maintain its position that lose marker position, or
         | causes a bleeding of staff. Also stock prices are set based on
         | feelings as much as anything else, and it does appear there is
         | at least some risk that G won't be making as much money in the
         | future.
        
           | boh wrote:
           | I think the evidence of any even perceived "crisis" is still
           | lacking (besides these fun articles).
        
       | knaik94 wrote:
       | To give Google some credit, I think people would have been
       | equally upset if they did release an AI that ended up being used
       | maliciously or without proper filters. Google has a habit of
       | shipping things while they are still in beta. Gmail kept the
       | "beta" label after launch for five years. Not releasing
       | unfinished AI products was a calculated move and I think it was
       | an overall good decision, but also an expensive one. I am just
       | worried about the longevity of it, since Google clearly doesn't
       | care to prioritize it. The Bard ad mistake implies a deeper issue
       | about resources being allocated incorrectly.
       | 
       | OpenAI clearly spent a lot time red teaming the chatbot to make
       | sure the outputs were sanitized. Chatbot as a service is an easy
       | monetization strategy from big companies. I wonder if ChatGPT
       | servers will share resources with Bing search servers, I can't
       | imagine they will, but if they do, the paid subscription will be
       | a lot more valuable. I think users will react extremely
       | negatively if Bing AI results embed affiliate links on every
       | response possible. On the other hand, I can see myself clicking
       | links of products ChatGPT recommends if I am intetionally asking
       | about some sort of product, like if I ask it types/differences of
       | climbing carabiners.
       | 
       | Research is very collaborative, so I understand why those at
       | Google stay there. But it seems like MS and OpenAI are
       | prioritizing having a clear pathway for novel AI work to reach
       | users, and it won't be limited only to implementations that will
       | help serve ads better.
        
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       (page generated 2023-02-10 23:01 UTC)