A.I. Competition Might Not Disrupt Google ⇥ bloomberg.com

Leah Nylen, Bloomberg:

Google is certainly unlikely to be passive now that a judge has given it the green light to continue using the money derived from its monopolies to pay for the development and dominance of its AI tools.

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The Acquired podcast hosts honed in on this point about complementarity in discussing why they believe Google will likely do better than its AI rivals in the long run. Only Google has the advantage of up-to-date information from its search monopoly and YouTube. It has massive computing resources from its main business and its cloud computing arm. It has the ability to personalize models thanks to its massive collection of information about users. And it has lots and lots of money.

There was a brief moment in early 2023 when some commentators were certain Google would face serious competition from the then-recent arrival of A.I. results in Bing. Those were quaint times. Microsoft still insists Bing is growing its market share, which might be true, but only barely. For most people, Google’s monopoly is fairly durable, and it will probably continue as it fights ChatGPT, specifically, not Copilot in Bing.