Apple depends on search ads revenue at least as much or even more than Google. Services revenue profit is largely search revenue share. Now if they teamed up with openai, and it disrupted search, then they lose out on revshare. If they team up with Google, Google will keep the tech in such a way ...Read more
I use ChatGPT for complicated query that does not require real-time data. But it looks like Google Search revenues/traffic is not really affected even after the frenzy hype of Microsoft Bing and OpenAI ChatGPT as well as all the startups in LLM space. What can be the main reason?
Many internal services like Office and Bing need to pay and use Azure. Are these counted as Azure revenue? For example, 1. Customer A pays $100 to Office 365. 2. Office 365 pays $30 to Azure. In this case, Office revenue is $100 while Azure revenue is $30, which means Microsoft total revenue is $1...Read more
Apple because they want ads revenue Elon because he wants twitter to be only social app Trump because he got banned China because they don't want open social app Tiktok because they want no competition Microsoft because they want Bing to be social app Kanye because he is Ye Blind folks because th...Read more
I just had the idea to create a conversational AI where you can type whatever you’re in the mood for then it’s able to scour all the popular sites return exactly what you’re looking for no BS. There have been p*rn indexer attempts but they’re all absolute trash (other than bing video back in the da...Read more
Genuinely curious. We don't know who will win the AI race, bard or bing. Neither me nor anyone in my family has used any Microsoft product in the past 5 years. Everyday we use Macbooks, Android/Iphones, all google suite products like maps, gmail, docs, calendar etc. I know Microsoft monetized thei...Read more
Doomsday Scenario: People start to use Bing with ChatGPT integrated, force people to download Edge. Google starts to lose the market share in both Search and Chrome. Google makes a comeback with Bard but 1. Data Microsoft has accumulated via first mover's advantage makes ChatGPT perform better 2. ...Read more
Azure: networking Bing: NLP, machine learning Azure (SDE1): pros: the team owns an actual product that generates revenue. Azure is given great emphasis at Microsoft so it is a good org to be in. Also doing scalable distributed systems is useful. cons: potentially pretty bad work-life balance and on...Read more
Google could have released bard years ago and improved yet but now a 100m people use ChatGPT. If google had released it then no one would have cared about ChatGPT even if it was slightly better. Google has only itself to blame. If bing goes from 9% market share to 20+ then google will lose signif...Read more
The most attractive FAANG at the moment is Google. Now before you start saying things like Sundar is the worst CEO, GRAD sucks, layoffs, Bard errors, Gemini Woke, etc, remember that these are headline grabbers to generate clicks. Objective projected growth of capital and valuation is the only thing...Read more
About me: undergrad in CA, studying CS. one prev. internship at a startup. Goals: Make a lot of money in the short and long term. Work hard to start and then chill more as I have kids. Offers: (base/stock/signing) MS - max new grad apparently 110/150 over 3.5 yrs/50 =~ 167/yr over 4 yrs AI/R - Bi...Read more
#Top 5 Updates of the Week: * Tiktok’s new program in UK “Fulfilled by Tiktok” takes a stab at Amazon & highly differentiates it from other apps. * Youtube launches “new & returning users” metric for Creators. * Twitter (X) CEO says the platform is close to breaking even. * Facebook Groups will ...Read more
Here’s my take on digital advertising after 10+ years in the industry and having worked at Google, Snap, and in the agency world. I’ve personally spent hundreds of millions of dollars throughout my career. ———————————————————— -Attribution is still absolute dog crap. No one knows how to properly ...Read more
Disclosure: I founded Jobscan. This is an unprecedented time. I won’t go into details about the virus, social distancing, or toilet paper madness, but about how this economic impact could affect our employment and income. Some economists are noting we’re heading into a deep recession, if we aren’t...Read more
[11/14/2023 edit. Changing to reverse chronology due to lots of requests for this from users] - - - - - - - - - - [Update 32. March 2nd 2024] Keeping this update short. - Early signs and discussions point to merit increases coming back this year. - Hiring budgets continue to be approved and eve...Read more