Satya NadellaExecutive · BEATS 8
From now on, the [gross margin] of search is going to drop forever.said 23.02.07 on Financial Times interview · source
In early 2023, would ChatGPT-style AI disrupt Google Search's business by 2024?
After ChatGPT launched in November 2022, many said AI chatbots would replace the search results page where Google makes most of its money, shrinking Search revenue or its margins. Others said Search would keep growing.
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Outcome: Not disrupted · resolved 25.02.04 · Alphabet Q4 2024 earnings release, https://abc.xyz/investor/ · a stance dated before that is a call, marked right or wrong below
Where the experts stand
Disrupted
3 on record
75%
Not disrupted
1 on record
25%
Where the public stands
0 public answers · one per account
Closed to new answers.
Disrupted
0 answers
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Not disrupted
0 answers
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Disrupted — 3 on record Wrong
Cathie WoodFund Manager · BEATS 5
I've never liked Google Search. You have to prompt it in a certain kind of way. ChatGPT is much easier. ... I think it really is going to cause a lot of problems for Google.said 23.05.20 on Fortune MPW Next Gen conference · source
Paul BuchheitBEATS —
Google may be only a year or two away from total disruption. AI will eliminate the Search Engine Result Page, which is where they make most of their money.said 22.12.01 on X (Twitter), quoted by Fortune · source
Not disrupted — 1 on record Right
Sundar PichaiExecutive · BEATS 9
The opportunity space, if anything, is bigger than before.said 23.04.06 on Wall Street Journal interview · source