Comparing Google searches with AI: Here's what you need to know

CNBC Television
29 Jan 202403:34
EducationalLearning
32 Likes 10 Comments

TLDRAs Google parent Alphabet prepares to report earnings, its search dominance faces threats from AI-powered startups like Perplexity and newly launched Arc. Though not immediate, these disruptors highlight cracks in Google's model. Their generative AI offers cleaner, less cluttered results than even Google's experimental search, better serving knowledge workers. While market share impacts seem distant, Wall Street worries this new crop of AI threat could either pressure Google's advertising golden goose or leave them behind in AI innovation.

Takeaways
  • 😮 Alphabet (Google's parent company) is set to report earnings tomorrow
  • 😲 New AI-powered search startups could disrupt Google's search dominance
  • 👍 Google search is not going anywhere anytime soon but there are some cracks
  • 😨 Wall Street wonders if Google could fall behind in the AI race
  • 🧐 New crop of generative AI startups making a run at Google search
  • 😯 Perplexity and Ark are new AI search engines with cleaner interfaces than Google
  • 😕 Google not willing to fully embrace AI search yet as it could disrupt ads business
  • 🤔 These new AI search engines won't dent Google's market share yet though
  • 👩‍💻 Knowledge workers finding the new AI search engines useful in work
  • 📝 The new AI search engines have cleaner interfaces than Google search
Q & A
  • What company is set to report earnings after the bell tomorrow?

    -Alphabet, Google's parent company.

  • How could new AI-powered search startups potentially disrupt Google's search dominance?

    -The new startups are using generative AI to provide cleaner, more consolidated search results compared to traditional Google search.

  • What are some examples of the new AI search startups mentioned?

    -Perplexity, backed by Jeff Bezos and Nvidia, and Ark, which recently launched Arc search.

  • Why isn't Google willing to offer its generative AI search to all users yet?

    -Google doesn't want to cannibalize its current search advertising business before figuring out how to incorporate ads into the new AI search.

  • What types of search queries and tasks does the reporter find AI search engines excel at?

    -Subjective or qualitative queries, like summarizing history or describing why a city would be good for the Olympics.

  • Who is the CEO saying is using the Perplexity search engine?

    -Knowledge economy workers who use it to replace Google search, valuing the cleaner interface.

  • How could the Ark search interface be better than Google's?

    -It condenses information from multiple web pages into a neat, ad-free layout that is easier to parse quickly.

  • Why might qualitative questions be better for AI search versus traditional search?

    -AI has more linguistic context to draw on to generate thoughtful summaries or analyses.

  • What advantage does Ark's search display have over Google's mobile search?

    -Ark does not have sponsored content or ads at the top, allowing users to directly access the most relevant information.

  • What is the reporter's main takeaway about the threat posed by new AI search engines?

    -While they won't displace Google search anytime soon, they reveal cracks in the armor of Google's dominance.

Outlines
00:00
📈 Tech Earnings Season and Generative AI Search Startups Challenging Google

Alphabet, Google's parent company, reports earnings tomorrow. While Google search is dominant, new AI-powered search startups like Perplexity and Anthropic are emerging as potential disruptors. Though not an immediate threat, cracks in Google's armor could open opportunities for rivals in AI and advertising.

🤔 Comparing Traditional Google Search to New Generative AI Startups

New AI search startups like Anthropic's Arc provide cleaner, ad-free results. Google offers more cluttered results filled with ads and Twitter links. Google is cautious about fully switching to AI search before figuring out advertising.

😊 AI Search Engines Excel at Providing Knowledge, Not Specifics

AI search engines are better at providing general knowledge, summaries, and qualitative information rather than specific factual answers. Knowledge workers in the tech industry are early adopters using AI search engines as assistants.

📝 AI Search Startups Gaining Traction Include Arc and Perplexity

Among AI search startups gaining notice in Silicon Valley are Arc and Perplexity, which offer cleaner interfaces than Google's current alternatives. However, sourcing is still unreliable compared to Google.

Mindmap
Keywords
💡Google Search
Google Search is mentioned several times as the dominant player in web search that startups want to disrupt. For example, the video says 'Google search dominance could be disruptive as new AI powered search startups crop up.' Google's search engine has been the top player for many years due to its accuracy and revenue from ads.
💡AI Startups
Several new AI startups like Perplexity and Anthropic are looking to challenge Google's dominance in search by using generative AI to provide cleaner, ad-free results. For example, 'a new crop of generative AI startups that are native AI making a run at the king we've talked about perplexity in the past.'
💡Generative AI
Generative AI refers to AI systems that can generate new content like text, images, etc rather than just analyze existing data. The video talks about how Google's own generative AI experiments and the AI models of startups like Perplexity can produce search results that are more synthesized and cohesive.
💡Advertising Model
Google makes the bulk of its revenue from ads on search results. The video suggests this could be disrupted as new AI search startups provide cleaner results without ads. 'Google isn't willing to go all in offer this to all of their users right now because that could potentially cannibalize its business.'
💡AI Assistants
The human narrator refers to using AI systems like chatGPT as assistants or 'co-pilots' to research topics and gain knowledge, though accuracy remains an issue. This positions AI as an aid rather than a replacement for search.
💡Replacing Google Search
While not yet making a dent, some early adopters in tech hubs like SF are using AI search engines as direct substitutes for Google search due to the improved interface and experience. For example, 'if people who are using it are actually using it to replace the Google search.'
💡Knowledge Workers
Perplexity's CEO mentioned knowledge workers are a key user base for AI search engines, as they rely heavily on searching for information. For example, 'knowledge economy workers that are really using the app.'
💡Disrupting Search
The overall theme is whether Google's search dominance can truly be disrupted by AI startups. While unlikely in the near future, the video explores potential cracks like cleaner AI results. 'It's more of an existential threat.'
💡User Interface
The video shows AI search engines provide a cleaner, less cluttered interface versus traditional Google search results pages on mobile. This simpler interface is noted as a driver for adoption.
💡Information Accuracy
A key challenge mentioned is that generative AI still lacks accuracy and trustworthiness compared to Google. The human narrator says they have to verify AI-generated information. 'You can't trust it entirely so you got to go back and find all the sourcing.'
Highlights

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The results demonstrate the potential of theory A to overcome long-standing challenge B in the field.

Transcripts
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