Category: Of Note in Search Biz

Microsoft Ups the Ante on Both Google and Its Partner OpenAI

Microsoft today announced a cluster of upgrades to its Bing-ChatGPT product, including:

  • Eliminating the Bing chat waitlist, which effectively throttled the product’s growth by adding steps to a consumer’s journey.
  • Integrating more visual search results, which will enliven the consumer experience and potentially engage visitors for longer.
  • Adding chat history and persistence, a major differentiation between Bing chat and OpenAI’s ChatGPT, and for me anyway, the main reason I didn’t use Bing.
  • Adding more long document summarization, which is another feature that ChatGPT excels at.
  • Adding a platform layer to Bing, so third party developers can integrate in much the same manner as they can with ChatGPT’s plugins, which I’ve both praised and trashed in past posts (praised because of their potential, trashed because the model reminds me of the app store, which is a walled garden nightmare).

Overall, this news strikes me as Microsoft upping the ante not only on Google, which now has even more catching up to do, but also on Microsoft’s own partner OpenAI, which until now had a superior product. I’m on the road and not able to write as much as I’d like on this, but it’s worth noting. I’m sure the product managers in Mountain View aren’t getting much sleep these days – the pressure is mounting for Google to respond. And in OpenAI headquarters, the frustration has to be building as well – they cut that deal with Microsoft, and now have to live with its terms.

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Michelle’s Approach to ChatGPT Has Me Convinced Google Will Launch a Direct Competitor

Last week I wrote a piece noting how my wife Michelle’s Google usage was down by nearly two thirds, thanks to her discovery of ChatGPT. I noted that Michelle isn’t exactly an early adopter – but that’s not entirely true. Michelle is more of a harbinger – if an early tech product “fits” her, she’ll adopt it early and often – and it’s usually a winner once it goes mainstream.  The early Tivo DVRs come to mind – and they remain a better product than anything that’s come since in the television world (another example of how entrenched business models kill innovation).

But few early versions of any new product get to “Michelle market fit” on first attempt. For it to happen with an AI chatbot – well before I developed the habit – is rarer still. I mean, I’m supposed to be the early adopter around here!

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Google Releases Bard, Kind Of

Google continues to be extremely cautious in its approach to generative AI, but it seems to have realized it has to at least mention the subject once in a while – and today’s release of Bard, albeit in limited fashion – is one of those moments. The company is obsessively calling Bard “an experiment” – but it’s managed to orchestrate a slew of press outlets to simultaneously cover Bard’s launch today.  Reading through the coverage, my initial response is … underwhelmed – and I think that’s what Google wanted.

From the almost stultifying blog post announcing Bard’s limited release to the sanitized examples offered to the press, this announcement has been calculated to make exactly zero waves. As I wrote earlier, Google seems terrified that Bard might upstage its core business in search.

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Ads in Chat-Based Search? Of Course – But What Kind?

Artwork Cheri Stamen for Signal360

I’ve written a long-ish post attempting to answer that question over at P&G’s Signal360 publication, please head there (and sign up for their newsletter!) if you’d like to read the whole thing. Below is a teaser for those of you who aren’t sure you want to click the link (so few of us do these days!). 

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Toothpaste, Tubes And Semantics: Is AI Chat Search? Who Cares?!

 

“Lots of toothpaste coming out of a toothpaste tube with the Google logo on it, digital art”

Last week, while working on a post about what the ads might look like inside chat-based search, I got a surprising note from the communications team at Google. I had emailed them asking for comment on ads inside Bard, which Google had announced earlier in the month. To be honest, I was expecting the polite “no comment” I ultimately did receive, but I also got this clarification:

[We] wouldn’t have anything additional to share from the Search POV, as Bard is a standalone AI interface and doesn’t sit within Search.

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Google, Microsoft Set to Announce Major AI Integrations In Search This Week. We’ve Been Here Before.

Thirteen years ago this Fall, I found myself backstage at the Web2 Summit, a conference I ran for nearly ten years with Tim O’Reilly. Sergey Brin, co-founder of Google, had just wandered in, asking if it’d be cool if he joined me onstage for an impromptu conversation. Facebook’s Sheryl Sandberg, Google’s Marissa Mayers, AOL’s Tim Armstrong, Twitter’s Ev Williams and Microsoft’s Yusuf Medhi had already come and gone, and it seemed Sergey wanted to put a bow on the proceedings.

It had already been a whirlwind week of search-related announcements. In 2009, all anyone could talk about was the rise of Facebook and Twitter. The “social graph” was reshaping the technology industry, and every company, large and small, was racing to capitalize on the trend. The day before Sergey’s unplanned visit, Mayer had surprised everyone by announcing “social search” – in essence, a hasty integration of Facebook and Twitter results into Google’s main SERPs (search engine result pages). The move was a clear response to a much more calculated move by Microsoft’s Bing engine, which the day before had announced its own social search integration (which it called “real time search”) with Twitter and Facebook.

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Neeva Combines AI and Search – Now Comes The Hard Part

The Very Hardest Thing

What’s the hardest thing you could do as a tech-driven startup? I’ve been asked that question a few times over the years, and my immediate answer is always the same:  Trying to beat Google in search. A few have tried – DuckDuckGo has built itself a sizable niche business, and there’s always Bing, thought it’s stuck at less than ten percent of Google’s market (and Microsoft isn’t exactly a startup.) But it’s damn hard to find venture money for a company whose mission is to disrupt the multi-hundred billion dollar search market – and for good reason. Google is just too damn well positioned, and if Microsoft can’t unseat them, how the hell could a small team of upstarts?

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Bing, Google, and Conversational Search – Is OpenAI an Arms Merchant, Or a Microsoft Ally?

The Mac represented a new interface paradigm for computing, one that Microsoft ignored – until it couldn’t. Will Google do the same?

Just last week I predicted that Google would leverage ChatGPT to create a conversational interface to its search business, and that Microsoft would do the same in the enterprise data market. I briefly considered that I might have gotten it exactly backwards – Google has a robust enterprise data business in its cloud business (known as GCP), and of course Microsoft has Bing. But I quickly dismissed that notion – figuring that each behemoth would play the GPT card toward their strengths.

While I may have been right about ChatGPT getting a business model this year, it looks like I could be wrong on the details. Here’s The Information with a scoop:

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Lazy Ad Buying Is Killing The Open Web.

But…I just *bought* a robe. I don’t want another one.

If you’re read my rants for long enough, you know I’m fond of programmatic advertising. I’ve called it the most important artifact in human history, replacing  the Macintosh as the most significant tool ever created.

So yes, I think programmatic advertising is a big deal. As I wrote in the aforementioned post:

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Google Capitulates to Facebook’s Identity Machine: Is This Good News For The Open Web?

Screen Shot 2016-10-22 at 2.21.23 PM

Long time readers of this site know that once a year I make predictions, and revisit those I made the year before. But it’s not often I look back farther than one year to see if perhaps I was just a tad too early. It appears in the case of Google and personal data, I was.

In my predictions for 2015 I wagered that Google would “face existential competition from Facebook” forcing it to “connect its search and personal data to its Doubleclick asset.” This was a debatable prediction – Google had long prided itself on its privacy policies, and when it acquired DoubleClick, it canonized its stance with this line in its online policy: “We will not combine DoubleClick cookie information with personally identifiable information unless we have your opt-in consent.”

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