Search

“A lot of what are just information seeking queries will be agent taking search, You will be completing tasks. You have many threads running.”

“A few of the insights is, like, everyone, frontier model is not good at search. Humans have this natural explore-exploit trade-off, where we kind of understand, like, when to stop doing something. Also, humans are pretty good at, like, forgetting, actually, li…”

“Look, I think product market fit for agent decoding is probably the best of any use case aside from search.”

“Telling you these videos very soon are going to start popping up on search instead of that article you were reading from, you know, maybe booking.com.”

“The average, I think the stat roughly was average of 25 words per prompt and average of three to six for search, something along those lines. So chat is significantly more specific.”

“Search was pretty magical in terms of its ad unit and its cost economics, because there was the index, which was a fixed cost that you could then amortize in a much more efficient way. Whereas this one, you know, each chat to your point, you have to burn a lot…”

“Search is probably about the same amount of time as writing code for most software developers as a professional.”

“The people who worked in search are, like, much more interested, they're fundamentally more interested in searching for papers than for products. And so, there's very few of the best people in search in, in, in a world of people who know most have actually end…”

“AI might take away the majority of the use cases of search, and even if it doesn't, I bet it takes away a lot of the highest value ones.”

“So I don't think use cases are all one or the other. I think we'll see people interact fluidly. I also don't think it's just text, right? You said, is it quick or not? We've rolled out search live in search labs with AI mode. We have lens that's continuing whe…”

“The bet we're making is that the value exchange that Search has existed on for years is largely intact, and it still makes sense. Websites make their content available for indexing, and as a result of that, Google sends traffic to those sites.”

“Oftentimes we thought of the idea, 15 years ago, 10 years ago, five years ago, you tried, it didn't work, you tried, it didn't work, or you tried and it was more incremental. You can make a little bit of progress. Suddenly we're at a time where you try those i…”

“So part of what I think we're going to see is a retrenching from what has I would say become a real over reliance on search and an over dependence on what appears to be. An opportunity to capture audience, but is actually just a task completion pathway.”

“Like I would argue for Google, if they misfired on AI, they wouldn't have search.”

“Thinking about what's going on in AI as really replacing search is the wrong take, or maybe not that interesting. It's really more like AI is replacing web browsing. I think that's actually like a more meaningful, like more fundamental shift.”

“I do think, I think Google's done better than I expected over the last two years. I like what they're doing in search generally. I think they, it does seem to be the one part of the company that still functions, like they can actually iterate and build product…”

“Search is gone. Like, we're not just searching to get the information anymore. AI overviews are actually providing answers, so waiting for search to lead traffic to your website is gone.”

“So in the sense that we missed a major productivity area and we're in the productivity business and we were in the client Area, and we missed a client device. Those are the two. Nothing else we met, quote, missed.”

“Android is not a trick. Because you highlighted it. Android is a piece of the search trick.”

“I think it's okay to actually say search is dying. I've seen enough data in the last two or three weeks that suggests this is the case that it's actually, I mean, we're not talking about little two percent dips. We're talking about 45, 50% dips. Like these are…”

“I think that's a more natural abstraction for connecting AI with knowledge and all the arguments for doing rag. I think the natural concept there is search.”

“I think it's going to fundamentally change. I think instead of browsing 10 blue links, you're just going to ask your AI. It's going to give you a super succinct answer, show you images, maps, videos, all in the feed. You're going to give feedback and be like, …”

“I think one of the more, more interesting things is that you have convergence not just on capability, but also in the, like, product surface areas. Like, most people have search, they have a research product they have reasoning in the models.”

“All of the economics in search go to like somebody who's stood up a gigantic infrastructure and who's sort of running like a whole. Search business like with its own feedback loop.”

“There are probably only two problems where you can work on AI and also build product at the same time. One is like search, and the other is self-driving car.”

“These LLMs are going to replace search. But it turns out that's actually going to be really, really hard because there's a lot of things that search does that, that the models are bad at it really bad.”

“And I think that the reason for that is because search in each vertical has more in common with search than it does with each vertical. And search is so expensive to get right. Like Google is a big company. That it makes a lot of sense to aggregate all of thes…”

“They do have a massive monopoly in search. That's absolutely true and the Justice Department, I think, is well within their rights to take a deep dive on that. They don't have it in ads.”

“AI is coming. It's going to change search in a really profound way. And Google still is, in my view, the company that's best positioned to be the leader in search at the end of this wave as it is right now. But it's going to mean leaning back into that, that o…”

“I think that search is going to be, continue to be a way that we use web navigation and AI search like perplexity will be more to satisfy curiosity. And engage with different topics.”

“And we built like the most efficient monetizing surface in history outside of search, I think.”

“And so the search margin, the ad revenue on search, Is, you know, probably a hundred percent of the true operating profit of the business.”

“We're at this very, I think, special moment where the technology and perhaps the like user behavior, the expectation, if we take out like slices of it, where the expectation is very different and get people to think about pieces of search Because it's not at a…”

“Even if they turn out to be good or great in AI, their AI franchises is never going to be as dominant as their search franchise was in that market.”

“If OpenAI really do the, like, app store of AI, then that's gonna be, like, a new search.”

“You could have waited until 2004. Google's IPO. You would have captured 90% of the upside ever created by search. And you would have avoided all of those zeros.”

“A text-based feed is about the highest monetization efficiency of any sort of online business I've seen. I think that and search are basically the two. Just because the number of things you consume per hour is just incredibly high because it's so light.”

“Trending topics and search are the two ways things that tend to drive dog piles. And tend to drive everyone rushing to scream at somebody.”

“The top of the funnel is up for grabs and all of those dollars over a period, again, a five years, seven years is going to get redistributed and make no mistake. Google is well positioned to make its claim for that, but its claim is going to come at the expens…”

“No, I think whatever you said still applies. Search is tremendously a distribution game as much as a technology game.”

“We learned that scale really does work. And in that case, it wasn't scaling, you know, training and neural nets, it was scaling search.”

“If we were to add this search, this planning algorithm that would come up with a better strategy when it's actually in the hand, how much better could it do? And the answer was it improved the performance by about a 100,000 X. It was the equivalent of scaling …”

“I didn't believe that chat would replace search, but I think for many use cases, it will.”

“And I think that ChatGPT will start By eating a substantial portion of search, because again, you don't have to go through the 20 links. It just gives you the answer. It's going to eat a substantial portion of browser usage and app usage, because you're just g…”

“You may not have heard of the Associate Product Manager program, but it's one of Google's crown jewels alongside Search and Gmail, and I would argue that it sits at the root of Google's success.”

“I think that Google will open source their models because the most important thing that Google can do is reinforce the value of search. And the best way to do that is to scorch the earth with these models, which is to make them widely available and as free as …”

“Getting like a huge chunk of the recent searches on your new blockchain-based search engine, blockchain, block explorers are basically the stealth threat to search.”

“The problem is, like, all search grows until you need curation, and then all curation grows until you need search.”

“Yeah, so it drives about 40% of all of our new accounts. [2106] Nathan Latka: Wow. [2107] Nathan Berry: Is from search.”

“All lists grow until you need search, and all search grows until you need a list.”

“When I think about search today, it's a narrative that's almost entirely controlled by an advertising company.”

“What's happened major in the last 10 years in search has been when you search, about half the time you don't click or use the actual web results.”

“Google just struck me as absurd on its face for two obvious reasons. One is everybody knew search was a low quality user experience. And two is everybody knew that search was a cost center, not a profit center.”

“Google is, is not one organization. It's one type of culture around billions of scale, scale in the billions, super hard problems, but they really are like an enterprise company focused on search, you know, like that's built in there and they have a product cy…”

“Search was well known to be a bad business and portals was a good business. So you had to search was a way to get them into your portal where you then show like celebrity gossip and then banner ads. And that's why Yahoo actually outsourced their search to Inkt…”

“Under 10 K. Okay. All just on search.”

“Search Is moving from on-premise to SaaS, and it's going to accelerate in the next five years. And so I believe that in five years SaaS will be actually much stronger than on-premise.”

“Social is the next search. This industry is going to be monstrous.”