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Google was built by brilliant people whose mission was to make any information available to anyone, instantly.

Google is run by smart people whose mission is to maximize clicks on ads. If a user finds what they’re looking for quickly, that’s lost revenue.

Google’s profit motives are not aligned with useful AI. The better AI is, the less people need to click through to lots of web pages and ads, the less revenue for Google.

I don’t think they can catch up without a major pivot in business model. It’s very hard to be deeply invested in providing more value if it means reducing your revenue.



FAANG companies have distribution. They can sell anything. Give them a bit of time. They are not companies of a single product, they milk people better than governments.


80% of Google’s revenue is from Google Ads.

https://seekingalpha.com/article/4469984-how-does-google-mak...


Classic “innovators dilemma”.




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