Google's slow death has begun

ChatGPT and Generative AI might disrupt the advertising model itself. Including Google's Search Ads monopoly. Also what's new at Google I/O announcements. Answer? A LOT.

Since 2022 and the advent of Generative AI, there are serious signs of the structural collapse of Apple and Google as we know them. Since Alphabet is too reliant on Search Ads, it’s the most vulnerable to disruption. Apple’s inability to innovate or compete (or even execute) in Generative AI is worrisome, a full three long years later.

In our lasts two posts we’ve covered NotebookLM’s new features and the impact of a trend Character AI (acquired by Google for $2.7 Billion) started and which ChatGPT has solidified. Watching Google’s I/O event I was struck by how hard Google has tried to lead in AI products and how much it has improved in the past 18 months doing so.

But there’s just one huge major problem: Google’s Search advertising monopoly and business model is under threat.

• Long post on Google I/O revelations

• Many details of why Google’s key business model is in mid-term trouble & risks being disrupted altogether

• This will be extensive summary and in-depth post