• LughOPMA
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    8 days ago

    Google recently held its big annual product announcement event - I/O 2025 - and it got lots of upbeat coverage. There were dozens of new product upgrades across Android, Search, Gmail, etc. Of course, the big focus was AI.

    Google seemed to be lagging in AI but has caught up to speed lately with its models topping various AI leaderboards. Not surprising, Google has deep wells of computing power and talent to compete in AI.

    However, behind the scenes, all is not so rosy. Almost 75% of Google’s revenue comes from search, and it’s about to be obliterated. As anyone who has gotten used to using ChatGPT, Claude, or DeepSeek instead of Google Search will tell you - AI is miles better. Google is about to transform old Search into an AI Search like ChatGPT, Claude, DeepSeek, and all the other AIs, but the problem is their days of 90% market domination in this new medium don’t seem repeatable.

    Google are about to be replaced as the dominant means of internet search - but just how much, and how fast?