No. of Recommendations: 4
Knowing that Google's search dominance continuing indefinitely is outside my circle.
Posting this to hopefully develop my understanding.
Recently saw the Microsoft AI that will soon be added to Teams. Teams is becoming a one stop shop for a lot of office workers. Adding AI into Teams, that has access to all of an organisation's office files combined with web data, it becomes a powerful AI tool. There is a big difference between searching for car insurance v asking an AI questions. However, I could see myself using Google search less when in the office. I might just ask all questions to the AI in Teams.
Different for non office workers, or at home, Google search will still be dominant. If I am searching for car insurance on my phone it will be google via safari. But then that depend on the Apple contract.
Certainly enough change happening, for me to worry about the search market share being maintained. Granted, the TAM for online advertising may continue to expand offsetting any loss of share.
Google seem to be important in the education sector. Microsoft in office/organisations. Apple consumers. Microsoft and AWS dominate cloud. Cloud more capital intensive than search.
I have used GA4 for website tracking and can see how Google have their finger prints all over the web. This might be the barrier to keep Microsoft out. Anyone with a website needs Google to see what is working. And if you want to sell anything online you need to feature in Google search, the tool used by consumers to find goods and services.
I suppose the more I think about it, the implications of AI on Google search are that it will just make Google search better, enrich it and that will result in even more use.
Microsoft first mover advantage with ChatGPT seems significant but perhaps not. I don't know anyone using Bard other than myself as an Alphabet shareholder. Although I doubt ChatGPT becomes the AI verb that Google became.
