Where does Google search end in the productivity spectrum?
That’s one of the key points when analyzing the erosion of the search market, its irreversibility.
And the thing is, this is a very slow, then quite sudden moment.
Indeed, since the “ChatGPT moment” as the breakout on the ChatGPT side is due to its Ghibli Art Maker release, which broke the Internet.
But the key point is, once you get AI, you hardly go back to search, which becomes only a tiny surface area of the “productivity spectrum” where it used to represent a good chunk of it.
From a qualitative perspective, the following is a good mental model of what’s happening right now.
You need to shift your perspective and ask how the productivity workflow is transforming at the moment with AI in the loop.
The key issue I see in most analyses is that those who are coming up with why Google’s ability to keep up in a market that is becoming obsolete are entirely missing the point.
Indeed, it’s not that Google won’t be able to maintain dominance in the search market. It will, and it will till the end.
The issue, and that’s the core point, is that the search market is becoming irrelevant or shrinking from a mass market to a niche market.
That’s a bit of the inevitability of a new breakthrough coming around.
What used to be a mass market is swallowed up by the new market, which goes from niche to much larger mass market, while the former incumbent market goes in the reverse process of turning from mass market to niche market.
This is part of an Enterprise AI series to tackle many of the day-to-day challenges you might face as a professional, executive, founder, or investor in the current AI landscape.
