1) New SOTA models come out all the time and that hasn't killed the other major AI companies. This will be no different.

2) Google's search revenue last quarter was $56 billion, a 14% increase over Q3 2024.

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margorczynski 12 hours ago | parent [-]

1) Not long ago Altman and the OpenAI CFO were openly asking for public money. None of these AI companies have actually any kind of working business plan and are just burning investor money. If the investors see there is no winning against Google (or some open Chinese model) the money will dry up.

2) I'm not suggesting this will happen overnight but especially younger people gravitate towards LLM for information search + actively use some sort of ad blocking. In the long run it doesn't look great for Google.

	▲	senordevnyc 11 hours ago \| parent [-]
		No, you suggested that LLMs are clearly eating google's lunch already, and there's just no evidence of that. Quite the opposite.