Google is really confused by ChatGPT! The two founders urgently returned to formulate strategies, and the foundation of search advertising cannot be lost.

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Google is really panicking.

Throttling: 12,000 people Workers were laid off at the end of the new year, and now it is revealed that they have formulated a defensive strategy:

and urgently summoned the two founders.

△ Google founder Page ( Pictured on the left) and Brin (pictured on the right)

Just as Microsoft is preparing to integrate ChatGPT in its own products, last month, Google founders Larry Page and Sergey Brin discussed ChatGPT’s A fierce offensive was held, and many high-level meetings were held.

You must know that in the past three years, although Page and Brin still hold important positions on the board of directors, they have resigned from specific operational management positions at Google - in other words, Just quit the front line.

Once the incident of the two people attending the meeting and the theme of the meeting broke out, it undoubtedly sent a signal to the outside world:

Google may have really reached the point of "critical survival" Pass.

It was revealed that the main topic of the two founders’ meetings revolved around “chat robot search engine”, and they approved and proposed a plan to further integrate conversational AI and search engines.

The next step in the response strategy deployed by Google is to launch 20 new AI products within the year.

Google is really panicking

Google’s old rival Microsoft is launching a fierce offensive with OpenAI. No one Unexpectedly, on an ordinary day at the end of November last year, ChatGPT was born with overwhelming momentum.

In the debate of "Will ChatGPT replace Google?", whether the east wind prevails over the west wind, or the opposite is true, Google I have my own account in my heart.

After sounding the red alert, it is now revealed that the two founding masters held a high-level meeting on the "chat robot search engine".

The critical survival is evident. .

After all, Page and Brin have stepped down from specific operational management positions since 2019, and have publicly withdrawn from Google’s daily work.

Since then, in the eyes of the outside world, the two founders have been very critical of Google. Its development path has always adopted a laissez-faire attitude.

Let Sundar Picha serve as the CEO of Google and its parent company Alphabet. He will either start a flying car startup or participate in emergency and disaster relief work.

According to people familiar with the matter, during the more than three years of "retirement", Page and Brin occasionally appeared at Alphabet's offices in Silicon Valley, mainly to learn about what Alphabet calls "other bets" )" moonshot plan.

Even in recent times, they have not been too distracted by search engine work.

But it is different now.

Compared with Pichai's email "having to make a difficult decision" and laying off 12,000 employees with a wave of his hand, Page and Brin's participation in high-level meetings less than two weeks after their ChatGPT debut seemed to highlight Google's panic.

Attendees included Jeff Dean, Google’s senior vice president of research and AI, and Kent Walker, Google’s president of global affairs and chief legal officer.

The specific discussions discussed in these high-level meetings are as follows:

First, review Google’s AI strategy.

The two founders have always been eager to introduce AI into Google products, including the acquisition of AI laboratory DeepMind in 2014.

And one of the meanings of the name of the parent company Alphabet is exactly alpha-bet (alpha is the investment return under excess returns, and today, it is AI).

Second, evaluate next product plans, which will debut at the I/O conference in May.

The most eye-catching thing is the approval of plans and suggestions to add more chatbot functions to the Google search engine.

Senior executives have followed their advice and put AI at the top of the company’s strategic plans.

The founder of Google who has withdrawn from the front line attaches great importance to the current situation, which has made many people look forward to it.

For example, this investor applauded:

I hope to return to the golden age of Google!

Where does the threat come from?

The leader of search engines, a search business worth US$149 billion, has to face the huge threat from ChatGPT head-on decades after its establishment.

The core capital of Google’s long-term dominance is that it can provide users with the answers they want very quickly, far exceeding its competitors.

ChatGPT, which poses a threat this time, seems to provide a new way to search for information on the Internet in the form of conversations. It will also be integrated into all Microsoft products and serve as a platform for other companies to use. .

But if we just talk about the search engine that integrates large language models, Google itself is not unprepared.

For example, Google has already deployed the dialogue system LaMDA in its products.

Then, what is it panicking about?

△LaMDA plays the role of Pluto and has a dialogue with users

In the final analysis, it is nothing more than the impact that ChatGPT brings to Google’s core business and business model Fundamental impact.

Let’s take a look at the core business search engine first.

The emergence of ChatGPT is actually nothing new. The basic model behind it, GPT3/GPT3.5, has been around for a long time. And although it has not been publicly released, Google's engineers are holding on to the large language model (LLM) PaLM, which is not without capabilities.

However, when LaMDA was unveiled last year, almost no one was discussing its alternative to search engines.

But after ChatGPT lets people experience the best conversational robot ever, everything is different.

In addition, ChatGPT’s ability to generate content in seconds and its almost zero generation cost are enough to fill the entire Internet with the content it generates that is difficult to distinguish between true and false.

As a result, the content presented to users by Google’s most core search engine will also be overwhelmed by “junk content” that is not reliable or not.

Furthermore, according to Felts founder Can Duruk, as long as the desired results are found in the end, most people don’t care whether they are “cheated” by content of questionable authenticity during the search process.

ChatGPT may tell you that the capital of Turkey is Ankara, but in fact I believe that the vast majority of Americans do not know where the capital of Turkey is...

Moreover, many people query things It doesn't require such strong timeliness.

ChatGPT may not be able to tell you who the 2022 World Cup champion is, but it can easily tell you how to make Kung Pao Chicken, a long-standing dish.

Let’s talk about ChatGPT’s impact on Google’s business model.

There is no doubt that advertising business is the core of Google’s revenue.

Whether it is search page ranking or advertising interface, the existence of advertising slots makes Google a lot of money.

In 2021 alone, the advertising business earned Google $208 billion, accounting for 81% of Alphabet’s total revenue.

However, conversational AI like ChatGPT does not provide a place for advertisements at all.

Sridhar Ramaswamy, the former head of the Google advertising team, said that if ChatGPT remains popular for a while, users will no longer favor Google links with hidden advertising Easter eggs.

At the same time, it is hard to imagine that when you want to ask "Where is the office address of Science and Technology Qubit", the conversational AI robot will first tell you a story about McDonald's Crazy Thursday.

More importantly, even if Google really launches ChatGPT and opens its chatbot search engine to the outside world, it will subvert its current business model.

In short, ChatGPT introduces search engine functions, which is a big step towards complete functions, enhanced timeliness and accuracy for ChatGPT.

OpenAI’s ChatGPT plus Microsoft Bing, if the two really join forces, the functionality improvement will be huge.

However, for Google, commercializing conversational AI and integrating it into the search engine seems to be a thankless task.

But in this situation, Google had to bite the bullet and develop a "chat robot search engine" that can compete with ChatGPT while ensuring that its advertising revenue is not affected.

One More Thing

Looking at the many technology giants in the United States, Zuckerberg is the only founder who is personally on the front line.

Before Google, it was not uncommon for founders to return in difficult times and try to save the company from danger. Jack, the founder of Twitter, Page of Google, and Steve Jobs of Apple have all done this before.

The trend of founders returning to business is also popular in China, such as Ma Huateng.

I wonder if this wind will blow violently towards Silicon Valley?

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