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Comment by voussoir

17 hours ago

If Google's customers are the advertisers, maybe the correct answer is "attention".

Totally valid response :-) And I think that's another great angle as well that you can bring to a conundrum like Gmail or Google Search, like Time to Value or Engagement, etc.

As an extension, what we're seeing with OpenAi et al. is that they are capturing that attention and taking search with them. And so (as I referred to a couple comments down) OpenAI and the others are in the Google pre-2006 moment where the products are highly successfully engaging and grabbing our attention, but they haven't quite found the business model that prints money in the way Google Ads do.

So we'll see. What do you think?