Just wild. As soon as I heard I knew your substack was going to have the best breakdown - so I held off and reading to much 😅. Feels like so many things are converging against Google right now.
oh thanks, man! hope I could fulfill the expectation ;-)
And yes, Google has massive gravity because they're a huge companies with fat margins. The market is juicy, so it attracts flies and maybe some wolves.
"How many users would choose search engines that are not google if given a choice?" It's a great question 👏🏻👏🏻
1 / And I agree traffic diversification is good as when TikTok was banned in India in 2020, most of the creators lost their audience and they had to start from scratch on instagram. Years of hard work is gone now. Similarly when Google updates happen and brands lose (a lot of) traffic it impacts the bottom line. At least diversification will help to not lose 30-40% of traffic (or more). I am too planning to make a content based site and i don't want Google to decide what is helpful or not, and then reduce 30-40% of my traffic.
2 / If Apple wants to build search engine they have to invest $6 billion which they can easily invest, but how much time will it take for them to be as good as Google - in search and in analytics? And in US Apple has a big search market, but what about other countries? If Mozilla / Bing wants to become big then they have to offer other products as well just like Google suite.
3 / Power of habit is really strong here and people don't care much which search engine they are using as long as they are getting good answers.
"If Apple wants to build search engine they have to invest $6 billion which they can easily invest, but how much time will it take for them to be as good as Google"
That's absolutely a factor to consider. I also wonder if they can even become as good as Google. I think they have access to valuable context, like where people physically are and what they search for or which apps they use, because they own so many devices. But turning all that into a valuable search engine is a whole other question.
Another point to think about: for someone to compete with Google, they need to be 10x better. Maybe 5x. But just being 10% better won't people unhabiatuate.
Just wild. As soon as I heard I knew your substack was going to have the best breakdown - so I held off and reading to much 😅. Feels like so many things are converging against Google right now.
oh thanks, man! hope I could fulfill the expectation ;-)
And yes, Google has massive gravity because they're a huge companies with fat margins. The market is juicy, so it attracts flies and maybe some wolves.
You seriously always do!
And the fly + wolf analogy is spot on. Imo the flies are still other search engines. AI is the wolf.
Appreciate it 🙏🏻
Flies = other SEs, Wolves = AI 🔥🔥
"How many users would choose search engines that are not google if given a choice?" It's a great question 👏🏻👏🏻
1 / And I agree traffic diversification is good as when TikTok was banned in India in 2020, most of the creators lost their audience and they had to start from scratch on instagram. Years of hard work is gone now. Similarly when Google updates happen and brands lose (a lot of) traffic it impacts the bottom line. At least diversification will help to not lose 30-40% of traffic (or more). I am too planning to make a content based site and i don't want Google to decide what is helpful or not, and then reduce 30-40% of my traffic.
2 / If Apple wants to build search engine they have to invest $6 billion which they can easily invest, but how much time will it take for them to be as good as Google - in search and in analytics? And in US Apple has a big search market, but what about other countries? If Mozilla / Bing wants to become big then they have to offer other products as well just like Google suite.
3 / Power of habit is really strong here and people don't care much which search engine they are using as long as they are getting good answers.
4 / Tough times for Sundar.
"If Apple wants to build search engine they have to invest $6 billion which they can easily invest, but how much time will it take for them to be as good as Google"
That's absolutely a factor to consider. I also wonder if they can even become as good as Google. I think they have access to valuable context, like where people physically are and what they search for or which apps they use, because they own so many devices. But turning all that into a valuable search engine is a whole other question.
Another point to think about: for someone to compete with Google, they need to be 10x better. Maybe 5x. But just being 10% better won't people unhabiatuate.