Bing

includes Bing Chat

9 statements across 3 episodes · 4 bullish · 4 bearish · 2 people on the record · first statement Feb 12, 2023 by Benedict Evans · said 32 times in 7 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Benedict Evans (32)

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2026 2 mentions in 1 episode
2024 15 mentions in 1 episode
2023 12 mentions in 3 episodes 4 per episode
2021 2 mentions in 1 episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Bing, oldest first

Feb 12, 2023 positive
Opinion
Evans: Google has always stayed years ahead of Bing
“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.”
Benedict Evans Feb 12, 2023 ▶ 0:31 ChatGPT versus Google
Feb 12, 2023 bearish
Prediction Held up
Evans: AI search answers will drain web traffic from lifestyle publishers
“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…”
Benedict Evans Feb 12, 2023 ▶ 32:26 ChatGPT versus Google
Feb 12, 2023 bullish
Prediction Not checkable as stated
Evans: Google's AI search will likely be better than Microsoft Bing's
“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”
Benedict Evans Feb 12, 2023 ▶ 5:22 ChatGPT versus Google
Feb 12, 2023 positive
Insight
Cowan-Brown: Bing has nothing to lose against Google in search
“Microsoft and Bing had absolutely nothing to lose, but Google is on that back foot of we do have something to lose here”
Toni Cowan-Brown Feb 12, 2023 ▶ 2:16 ChatGPT versus Google
Apr 24, 2023 positive
Insight
Evans: AI summarizing content without referral traffic makes publisher expropriation claims valid
“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.”
Benedict Evans Apr 24, 2023 ▶ 1:59 Buzzfeed News, Reddit and OpenAI
Aug 19, 2024 negative
Assertion Not checkable as stated
Competitors cannot afford to match Google's default search distribution payments
“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…”
Benedict Evans Aug 19, 2024 ▶ 5:22 Google's Antitrust case
Aug 19, 2024 negative
Opinion
Spinning out Android as a Google antitrust remedy is structurally irrelevant
“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.”
Benedict Evans Aug 19, 2024 ▶ 8:20 Google's Antitrust case
Aug 19, 2024 neutral
Opinion
Ending Google default search payments will not automatically improve Microsoft Bing
“There's nothing, nothing in ending the TOC per se that is going to make Bing better.”
Benedict Evans Aug 19, 2024 ▶ 10:41 Google's Antitrust case
Aug 19, 2024 negative
Assertion Supported
Microsoft invested $100 billion in Bing over 20 years for 5-10% share
“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.”
Benedict Evans Aug 19, 2024 ▶ 2:40 Google's Antitrust case
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