I'm wondering who published "Attention is All You Need" and brought this devastation to Google... Oh I remember, it was Google.
Is it really devastation? It's not like Search shrinked, it's that everything else grew so much. Yes, the landscape is shifting, but Google now has multiple legs to stand on, which should be a good sign to investors.
Around 2005, Google published MapReduce, THE parallel data processing paradigm. The ecosystem from Yahoo, Hortonworks etc overshadowed Google with Hadoop, Spark etc. Google then launched both paper and product when it came to cloud scheduling and transformers.
I’d argue it was double click.
If they would have stuck to the original white paper and remembered the section on ads, Google Search would still be worth using.
Lol devastation. Google Search is up 12% YoY, but since Google Cloud is up 102% YoY it took more percentage of the total revenue. Yeah this definitely look devastation.
well, besides publishing that paper, they were pretty hush hush about it. they had a working chatbot 2 years before chatgpt.
The devastation in question is that their total revenue is up 25% over last year.
This isn't Google search diminishing; Google is serving more search results this year. This is their other ventures catching up to their oldest one.
Search revenue isn't down, both search revenue and overall Google revenue are up, it's just that search is a smaller portion of the total pie because Google Cloud is climbing faster.
Devastation? Are you and I reading the same financial reports?
Devastation is a funny way to put it.
Cloud is on pace to be bigger than Search/Ads next year...
Do you really think Search/Ads is going to lose 100% of its revenue by next year to flip that difference?
Google is just scared. Google has been scared since November 30, 2022.
Text search is fundamentally a deterministic problem, and squeezing it through a heavy non-deterministic, stochastic engine -- especially through a CoT LLM -- is inefficient from a first-principles algorithm design pov. Also, Google did great search before AI overviews using probabilistic linking and knowledge graphs.
I've been using DuckDuckGo's NoAI version as a fallback, and I've had great results so far; brings me back to the web I remembered growing up -- personal blogs, random forum discussions, and whatnot -- with just a fraction of the page bloat.
I say all this as a HUGE fan of Gemini, Gemma, and Antigravity.