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ChatGPT versus Google

Another Podcast

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What's the Point of Change?

Google's advantage is the huge amount of institutional knowledge of what kinds of things people do and how you handle those now that can be a huge advantage or a huge disadvantage. Google pays Apple pays Apple probably close to 20 billion dollars to be the default search engine on the iPhone  that's TAC if you exclude that Google operating margins are core operating margins for the actual core advertising businessBusiness Insider: What kind of capex are we talking about to run every single search an LLM on the entire internet every hour or whatever it is I mean they kind of the ultimate there's an extreme case case study here would be that when the iPhone watches Nokia and BlackBerry basically making phones on the presumption that

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