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The Prof G Pod with Scott Galloway
No Mercy / No Malice: Searching
Mar 2, 2024
Discussion on Google's stronghold in tech, AI challenges and Alphabet's future, pitfalls of innovation using Kodak example, AI disruption in the search game, Alphabet's data advantage in AI race, Google's personalization potential
22:57
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Quick takeaways
- Google dominates the search market with 91% share, but struggles to embrace AI innovations effectively.
- Alphabet's data reservoir from platforms like YouTube provides a unique advantage for crafting customized AI models.
Deep dives
Alphabet's Leadership in Search Business and Struggles with AI Innovation
Google's dominance in the search business with a 24% net profit is unrivaled, constituting 91% of the $190 billion search market. Despite its robust position, Alphabet faces challenges in embracing AI innovations. The company's response to AI developments has been criticized, leading to missed opportunities in a rapidly evolving tech landscape. Alphabet's journey mirrors the innovator's dilemma, where success can become a barrier to future innovation.
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