Comment Re:Are they making a profit yet??? (Score 1) 54
No, they can't. They're already seeing searches decline as people move to asking LLMs instead.
Google Search has been declining for a very long time. It's not LLM's driving people away from Google Search, it's the experience itself. People have been lamenting long before AI about how much less useful Google Search has become over the years. First it was because of companies using SEO to gamify the whole thing and get their commercial interests listed over actual helpful info. Then it was Google pushing more into advertising so you had to search inside the search to find the relevant results that were not being promoted. Then add to this the (relatively) recent privacy concerns about data-mining, tracking, and general creepiness from large technology companies like Google, Facebook, and Amazon that is turning people off from using their products because of how the information is sold and used to stalk them other places.
The LLMs actually end up using Google, but that doesn't generate any ad revenue for Google (that's something Google may have to figure out how to put a stop to).
I do agree with this point. Stopping API or screen-scraping shenanigans that are resulting in LLMs using Google's services while stopping revenue is a concern they should address... much like Google abusing access to news outlets and presenting information in a way that prevents the actual authors from gaining compensation for their content.
If it requires massive CAPEX, that's less problematic as long as it can be funded from revenues (including future revenues),
That "future revenue" is a pretty big "if". Meanwhile the resources for this are not really practical from an environmental standpoint, at least as long as the AI makers keep thinking making deals with existing fossil-fuel utilities are the solution and not building their own solar/wind plants to power their datacenters. But their C-suites aren't concerned with that.