Bing

“Apple decided they didn't need to build a search engine, and that's worked out great for them, right? Microsoft famously has spent billions and billions building up Bing, and what have they gotten out of it? I mean, it makes money now, but it's not Google, and…”

“Doesn't matter how much money and how hard Microsoft works, Bing will never catch up with Google.”

“It was a huge missed opportunity. They could have made being a real potential competitor to Google and In some ways they, you know, they were probably too early, I'm sure. And they stubbed their toe and they pulled back... But still they were there and they co…”

“The most liquid auction Will always win, and Google has already run away with the search ads auction liquidity, and so traffic on Google searches will forever be worth more than traffic on the second place browser.”

“We have fifty million queries a day. That are health related, and they can range from anything from, you know a cancer issue that someone's dealing with, to a death in a family, to a mental health issue, to just having a skin rash”

“So now almost all LLMs use live search. So most of them use Bing search, but Bing just closing down their API now, by the way, but until they do it if you're presented on a Bing first page, then you'll be presented in most of the LLMs too, because almost every…”

“After the entire test was over we had about a 30% conversion rate where people ended up clicking the order now button, and so over the course of the two-week test that I ran to this janky checkout flow, to this bad landing page made almost 500 dollars in reven…”

“It will amuse you to know that Live.com, which is a predecessor to Bing, Had the better image search. They had the best image search. Google did not.”

“Bing had 1.5 billion per month in February, 20, 24. It had all of 1.85 billion per month in October, 20, 24. You look at ChatGPT starts with 1.6 billion and now it has 3.7 billion per month. So it's left Bing in the dust. And by God, I mean, the rest that you …”

“People forget that Microsoft poured, I don't know, 30, forty billion dollars into Bing.”

“And so Meta's deployment probably hurts Google search more than Bing or perplexity ever will. Because people will just wind up searching in Facebook and Instagram.”

“Google and Bing work, and they're just not using new methods. There are all sorts of reasons for that. Like, one, like, Google has to be comprehensive over the web, so they're, and they have to return in 400 milliseconds. And those two things combined means th…”

“So these systems, there are a few of them now they basically rely on like traditional search engines like Google or Bing, and then they combine them with like LLMs at the end to, you know, output some power graphics answering your question. So they, Like, Sear…”

“Traditional search engines like Google or Bing, they're actually designed for humans typing keywords. If you give a paragraph to Google or Bing, they just completely fail.”

“One is that Bing tried to give itself to Apple for free, and Apple said there was absolutely no price that they would take to use Bing search within Apple.”

“Bing has invested about a hundred billion dollars over the last 20 years, and they've got 10%, five to 10% share of US search.”

“Well, no one can afford to match what Google's paying and even Bing, because in fact their monetization per search is worse for the same reason that their search engine results are worse, and no startup could afford to spend a billion dollars a year building i…”

“Spinning out Android to me is, like, completely irrelevant, because, like, read back what I just said, like, if Android's a separate company, that's not, why is it going to choose Bing? It's going to have the same decision process that Motorola does.”

“There's nothing, nothing in ending the TOC per se that is going to make Bing better.”

“So the reality is that Google's monetization is so much better than anyone else that's out there that I don't think there's a deal you can do with Bing that will create that amount of net income for Apple. So there's no, like, Apple's not mad about this deal. …”

“And in this era, Microsoft had a lot of the right ideas, with a lot of the wrong timing and execution on everything from the Zune to Bing.”

“This is clearly whether it's Bing, Or ChatGPT standalone or perplexity standalone with hitting all the databases they're hitting or now Apple and Google and how they're going to do it. They're all going to be doing that the same way. And so for some queries, i…”

“Bing maybe gained, like, one percent market share before and after ChatGPT.”

“We've also seen Bing and Google copy what we have launched late last year with you chat. They've copied us in the sense that we've launched it earlier and then they launched something very similar three to four months after.”

“There's now a pretty credible integration into a regular search. And Bard is getting better by the day. And this combined with the fact that you know, Sydney, Bing's chatbot has not made as much progress. I would say actually puts them in a better position in …”

“Every time I've tried to do dialogue, and I think that's also true of all the others, you know, Bard and Bing, when I try to get it to construct dialogue, Pablum, Is the word that comes to mind, right?”

“Bing and Google copy, you know, what we have launched last late last year with you chat. And you know, they may have worked on it before, like some people, you know, claim, oh, for, I mean, we've also met the prompt engineering in 2018, but like, they've copie…”

“This thing was worth a hundred million dollars at the time when Bing was a lot smaller.”

“One is at Bing, the relevance team. Hundreds of people all working to improve Bing relevance. They have a metric. We'll talk about, oh, we see the overall evaluation criterion, but they have a metric that their goal is to improve it by two percent every year. …”

“So overall at Microsoft, About 66%, two-thirds of ideas fail, right? And don't think the 66 is accurate. Like, you know, it's about two-thirds. At Bing, which is a much more optimized domain after we've been optimizing it for a while, the failure rate was arou…”

“We hooked into the Twitter Firehose feed, and we hooked into Facebook, and we spent a hundred person years on this idea, and it failed. You don't see it anymore. It existed for about a year and a half, and all the experiments were just negative to flat.”

“At Bing, you could define 10,000 metrics that you wanted to be in your scorecard.”

“If a bigger behemoth like Google or Bing just put out the same or like even 80% as good as you for free, then you're never going to make it as a subscription product.”

“Google knocked out live.com Bing's image search as the top image search product in the world by integrating image search right into the search experience.”

“And it's not, now they actually are using the content and not sending the traffic to the newspaper. And so that whole newspaper argument that you are using our content goes from being dishonest nonsense to being actually true.”

“Search is like a non-part of their business, but search is everything to Google. Like if search ads stop working, Google doesn't, is not a thing anymore. And so they are swinging for the fences with a completely novel approach, which might not work, but if it …”

“That's why we launched a podcast. That's why we built out a book business. That's why I did a conference in 2014, you know, by myself and the team now does one annually, but you know, and that's why we built memberships and things like that. Ultimately it was …”

“You would give Bing ChatGPT more credulity than something like ChatGPT since it's at least grounded in Bing search results, and it can have some kinds of citations of what it's saying.”

“Google has been sort of two or three years ahead of Bing, and has always been two or three years ahead of Bing, and Bing never had a hope of catching up.”

“Microsoft and Bing had absolutely nothing to lose, but Google is on that back foot of we do have something to lose here”

“And one should presume that it's not that Google's version of doing this will be worse than Bing's, in fact it wouldn't surprise me if Google's version of doing this will be better”

“But if I'm going to say, you know, write me an itinerary for hotels, restaurants, and architecture in Barcelona, I'm going to get, that's going to produce less click-through, and so that's going to be less traffic for Condé Nast Traveler, it's going to be less…”

“Bing. One hundred twenty-six million unique U.S. Users. Apparently, like, half of the U.S. Still searches on Bing”

“DuckDuckGo always had a more private sort of search front end on Bing. It's pretty much Bing still for the keyword search.”

“You'll find that Pinterest is usually the one that comes out of top.”

“And we have more than a thousand companies using our library from medium-sized one, like Monzo, for example, the banking one, to really large ones like Bing or Apple.”

“On January first this year, we've decided to almost kind of stop all our paid acquisition campaigns just to see how dependent are we, like from Google, Bing, and that kind of stuff.”

“It turns out that was what the barrier to entering the search market, even for Microsoft and Bing, Was like, sucking in the entire internet fast enough.”

“We are spending about 15 grand total a month all in. And that's spread between right now remarketing Google, Bing and a little bit of Twitter.”

“We power a lot of the location inside Bing. We power a lot of Apple Maps around the world. If you search in Uber or Tencent, Pinterest, and Snapchat, Samsung, Twitter, Garmin, these are among the 100,000 companies that now are using this technology set.”

“There's this network effect of data where if you have a good product and people start using it, then you have a lot of use this, for example, you know, how Google has built up such an unassailable position in search, right? Is like you use their search engine.…”

“If you use a major search platform Google, or Bing, or others, and I guess a major search platform and you put in a drug name you'll see in the knowledge box, or knowledge panel, or something like that, you'll see a bunch of information, and sourced will be th…”