Google crosses the river by touching ChatGPT: without its popularity, traditional search engines will still beat LLM

Now, more and more people have this feeling: ChatGPT may "kill" Google.

Microsoft has gone crazy with ChatGPT. Search engine Bing, Office, and cloud computing platform Azure have successively joined ChatGPT.

Google has hurriedly pulled DeepMind out of the way and rushed to launch a beta version of the Sparrow language model in an attempt to compete with ChatGPT later this year.

Now, everyone is conquered by the power of ChatGPT. It can debug code, write papers, create languages, and even write a bubble sort sitcom...

Another impressive thing is that ChatGPT can answer questions in concise and clear language.

In comparison, the experience of using Google is simply weak:

1. Enter the query keyword
2. Move the mouse across the advertisement silently (this area is more and more similar to the non-advertising area)
3. Browse search results/links
4. Guess which one will answer your question
5. If you don’t get an answer, go back to step 3 and continue repeating the following steps

Before the advent of ChatGPT, these steps seemed fine.

But now with ChatGPT, we are being used to be even lazier - Google is giving a menu to let We make our own choices, but ChatGPT feeds information directly into our mouths.

Of course, Google will occasionally provide ChatGPT-style answers without having to click on any links -

##Despite this, ChatGPT still scared Google to issue a "red code" and accelerate the release plan of AI products.

Although many people assert that "Google is dead," Fawzi Ammache, a well-known foreign blogger, believes that their conclusions are too arbitrary.

Ammache is currently a product designer at Royal Bank of Canada and has worked at Publicis Sapient, Google and Rogers.

Google is actually the beneficiary

## Indeed, facing the threat of ChatGPT, Google cannot take it lightly. When Microsoft and OpenAI release a search engine based on ChatGPT, a large number of users will flock to it.

However, there is a potentially huge hidden danger.

Currently, the data set for ChatGPT training is before September 2021, and it is not connected to the Internet.

However, once ChatGPT is integrated into Bing, it is connected to the Internet. This is like opening Pandora's box.

Given that the Internet is full of false and poisonous information, the prospect of this kind of search engine is full of risks and there are too many unknowns.

Of course, Microsoft and OpenAI will do their best to minimize these impacts. Still, with a first-of-its-kind product like this, nothing is guaranteed.

This does not mean that Bing integrating ChatGPT will fail, but Microsoft is taking a huge reputational risk.

Why does Microsoft dare to take this risk? If you think about it carefully, it's completely understandable.

Currently, Google accounts for 85% of the global search market, while Bing only accounts for 9%.

Even if it fails, Microsoft will not suffer as big a loss as Google. It is more "small and beautiful" and has a higher risk tolerance.

And Microsoft recently poured $1 billion into OpenAI, and it certainly hopes to benefit as soon as possible.

And every step Google takes will be more cautious.

Google has been building similar large language models (LLM) before, but Google has been keeping them strictly confidential.

The biggest stir was caused last summer when a Google engineer named Blake Lemoine claimed that chat The robot LaMDA is sentient.

Even the core architecture Transformer that supports ChatGPT was developed by Google.

No one knows now how powerful Google’s chatbots and other AI products are.

But we know that Google has the most competitive talents and abundant funds.

Advertising revenue on search engines accounts for 60% of Google's revenue, so they will be very cautious about products that may threaten their most profitable organization.

In this field, Microsoft has acted as a pioneer. Its chatbot search engine will provide a clear path for Google's future development.

Google went to great lengths to keep LaMDA confidential out of a series of careful considerations. Microsoft's products can help Google test the waters.

How will people use (or abuse) Microsoft’s chatbots? How much are they willing to pay? Google will see clearly and work backwards to create a better version.

Throughout history, first movers often bear the greatest risks and may not always have the last laugh.

You know, Google is not the first search engine, but it has become the most successful one.

And, if Microsoft's new search engine succeeds, Google will still face the innovator's dilemma.

## This term was proposed by American scholar Clayton Christensen in 1997. It refers to the fact that it is difficult for mature companies to adopt the method of destroying tradition. New technologies or business models in the market.

These mature companies often hold the most important resources and have sufficient scientific research capabilities. However, their existing customer base and fixed internal processes can keep them away from breakthrough innovation.

And when smaller, more nimble competitors enter and take over the market (such as OpenAI), it may eventually lead to the demise of established large companies.

The reason why search engines are so profitable is that users continue to click on links. In the process, Google charges merchants huge advertising fees.

But if the user can get the answer directly by relying on the chatbot without having to search in the list, the search engine The paid business ecosystem was directly destroyed.

This is the "innovator's dilemma" facing Google: How to provide a chatbot search engine without cannibalizing Google search?

Search is only secondary

The search field is not actually the most interesting part of this AI competition.

After all, the most exciting thing about ChatGPT is its ability to generate content on its own based on prompts, rather than as a tool for searching.

As we all know, some time ago, people familiar with the matter broke the news that Microsoft is studying the integration of OpenAI’s ChatGPT into Word, Excel, PowerPoint, Outlook and other Office applications.

In other words, what seemed to be competition in the field of AI chatbots has now extended to other flagship products from Microsoft and Google.

• Search: Bing vs Google
• Documents: Word vs Google Docs
• Presentation: PowerPoint vs Google Slides
• Spreadsheet: Excel vs Google Sheets
• Email: Outlook vs Gmail

If successful, office applications that have been relatively stagnant for the past two decades are about to be disrupted, and we are at an important turning point.

Imagine that your company usually uses Microsoft Office.

Then the boss suddenly decided one day to spend a lot of money to subscribe to a "premium membership" to improve work efficiency.

So everyone has functions similar to ChatGPT in their Word, Excel, PowerPoint and Outlook

Now, the productivity of employees has been doubled. The completion time of reports, forms, and PPTs is greatly shortened, and only a few final touches are needed.

Not surprisingly, this has become an important advantage for your company in the competition.

But soon, your company’s competitors also discovered the mystery behind it and subscribed to the “Premium Membership” of Office.

As a result, their employees also gained the same productivity.

Microsoft currently generates 23% of its revenue from Office products, and only 6% of its revenue is provided by advertising on its own search engine Bing.

Therefore, your rush to order is great news for Microsoft. Not only does it further consolidate its position as the number one office/productivity application, it also makes a lot of money.

In contrast, Google GSuite, which competes with Microsoft Office - Gmail, Docs, Sheet and Slides, does not have generative AI functions that can compete with ChatGPT.

So in the eyes of users, GSuite at this time is just a backward antique.

From this perspective, it does make sense for Google to issue a “red alert”.

Which one will you choose?

Finally, let’s fast forward to the near future.

By then, both Microsoft Bing and Google will be search engines powered by chatbots.

So, which one will you use?

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