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What is really interesting about this moment, um, is this dam is about to like break wide open.
advertising became a winner take all sort of game. And there are only three winners. They're called Amazon, Google, and Facebook. Um, and, um, you know, and I don't think, as I said, anyone predicted, uh, predicted this, but definitely in an answer world, I think one of these players is going to be under heavy stress.
Neva is so small that I can tell you that we are not going to have an impact on the potential market, but Google doing this at a large scale, um, clearly is not going to be that.
the excitement of last week with Microsoft and, uh, and, and Google is sufficiently deep pocketed competitive competitor is basically saying, I am going the state of the art for search is no longer going to be a wall of links. Many of which are ads, um, the state of the art is going to be this succinct answer that people can consume and they'll be much happier with it than a wall of links.
as long as the page that tells you how to make a bomb is legal and can exist, it's our job to help you find it. We are not in the business of saying these queries are wrong.
we have a document internally, for example, that says that, uh, we are not allowed to take into account, um, whether we have a partnership with somebody, um, when it comes to ranking their content, the ranking has to be organic and things like, uh, and answer pain on the right hand side is more, that's the consequence of the partnership, but it's not that we are going to, that we are going to change the ranking.
Neva is so small that I can tell you that we are not going to have an impact on the potential market, but Google doing this at a large scale, um, clearly is not going to be that.
What is really interesting about this moment, um, is this dam is about to like break wide open.
it's very hard for the organic team at Google to launch a lot of things because they will have a big impact on ads revenue.
It's very hard to like, you know, stop Chrome, um, from putting up these obnoxious screens to get people that get, try to get people to convert back to Google after they have made Neva their search engine.
most of these sites don't even bother to put a search box because, uh, no, one's going to search here. They're just going to search on Google and that's how we get people back.
I think that is something fundamentally unjust, um, about, you know, one company, like spending a billion or so to run a product and making 120 billion dollars of money on it.
it's the Facebooks, it's the Googles of the world that are the largest media companies on the planet, because they became aggregators of all of our collective attention.
advertising became a winner take all sort of game. And there are only three winners. They're called Amazon, Google, and Facebook. Um, and, um, you know, and I don't think, as I said, anyone predicted, uh, predicted this, but definitely in an answer world, I think one of these players is going to be under heavy stress.
Google slowly, but surely has been lowering the amount of organic traffic that goes out, um, especially for commercial clicks. You show more and more ads, then fewer and fewer people are clicking on those organic links. So this is a, um, this is a slow, but steady, uh, degradation.
I think honestly, that filter bubbles are less of an issue in a search based system, because it's not a recommendation system, right? YouTube definitely has filter bubble issues. But if you start on a topic, I'm sure you'll run into this, all of a sudden, there'll be a whole bunch of exciting material about that topic that start appearing in your feed. And it can be a vicious cycle. My mom, who is 80 years old, got super energized about one of our last two presidential candidates for reasons I s
And then on the organic side, um, you know, they are hemmed in their own way by the ads model. Um, the, the dirty secret behind the ads model, and this actually goes back to even TV is that ads have to stand out. And so broadcasters, for example, would increase the volume of the ads as they started playing, because they knew that that would get a little bit more attention. Similarly, you can't make organic search too attractive, because that's going to kill how much money you make on the text ad
most incredible business invented. No one in their right mind for like the first 10 years of this decade thought that Google would make more than 100 billion dollars of revenue just in search ads. It's remarkable. But that's the business it is. Um, and it's also a reflection of our times that, you know, there's no limit to expectation while Google is a very successful business, it is still judged by how much it can grow. And so, um, as I said, I approved many of the decisions that increased ad l
Yeah, so I would broadly put them into two buckets. And the irony does not escape me that I certainly had a large role to play in one of those buckets. One is that ad load just keeps going up. Text ads are one of you know, it's pretty much the
we just felt like Google was trapped in its own success.