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Comment by stingraycharles

7 hours ago

This is not an elephant in the room, this is so obvious and discussed all the time. What else is Google going to do, give up their one and only goose that lays the golden eggs?

Regular search being replaced with AI search means regular search (with ads) being replaced with AI search (with ads).

The benefit of AI search will be that it’s much better “integrated” in the answer, aka even harder to detect.

They could have ads alongside the AI response, in a completely separate section of the page (like search results are). That seems fine. But if they start including ads in the AI context window then it becomes impossible to tell what parts of the response are driven by advertisement vs organic results.

It seems like for now they are making an effort to keep them separate.

> This is not an elephant in the room, this is so obvious.

Maybe they grew up in an environment where the phrase "elephant in the room" meant a situation where people enter a room, notice an elephant there, and immediately scream "Jesus Christ there's a goddamn elephant!"

> their one and only goose that lays the golden eggs?

Eh, it really isn't the only goose in goog town. Cloud is at ~20% of their total revenue, and probably is going up w/ their hardware success and other licensing deals. I'm curious to see what goog can do with their properties if this trend continues. Less reliance on ads could be interesting. (many former googlers have said that pressure from the ad business was felt across all their products)