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Bloomberg Businessweek
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The Impact of Chat GPT on Google Search and the Challenges It Presents
The speakers discuss the impact of chat GPT on Google search and the challenges it presents. They mention the need for volume growth and ad pricing for the search business to grow, as well as competitors like Amazon and TikTok building on the GPT stack to disrupt search. They also comment on the CEOs of Microsoft and Alphabet emphasizing AI but not yet seeing significant impact on revenue and profit from it.
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