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search market

3 statements across 2 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Apr 26, 2024 by Chamath Palihapitiya · across every show →

Everything said about search market, oldest first

Apr 26, 2024 bearish
Prediction Not checkable as stated
Chamath: Google search market share could drop to high 70s
“Everybody takes a point here and a point there and all of a sudden Google could be in the high seventies of search and that would be economically disastrous for their stock.”
Chamath Palihapitiya Apr 26, 2024 ▶ 19:45 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Apr 26, 2024 bullish
Prediction Open · timeframe Apr 2027
Calacanis predicts Meta will capture 10% of search market via AI
“And so just like Apple and Firefox were able to intercept search traffic, I think, and let's make a prediction here, that Meta's gonna get 10 points of the search market.”
Jason Calacanis Apr 26, 2024 ▶ 18:00 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Jun 2, 2026 bullish
Assertion Not checkable as stated
Friar: OpenAI holds at least 11% of search market share
“We know we have at least 11% of the search market.”
Sarah Friar Jun 2, 2026 ▶ 30:12 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
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