Comment Re: Is any company managing to make AI anything pa (Score 1) 71
I'm not so sure about that... I think Microsoft and Amazon are better positioned to benefit from cloud-based AI.
Google seem to be messing up in the say they are addressing AI Chat as a competitor to search. With keyword-based and "human-ranked" (pagerank) search they really had a near-monopoly, even owning the verb to "google" for something. Bing is OK, but never had any advantage over the default of Google, and there was no other real competition.
For some inexplicable reason Google seem to be abandoning traditional search - just getting worse and worse - rather than just augmenting with AI mode and AI overview, while not going all-in on the alternative of ad-supported AI Chat as the alternative.... Given the threat of AI chat eating search, where they had a near monopoly, they've chosen to shoot themselves in the foot and weaken search while competing poorly in AI chat where there is much more competition and they are far from market leader.