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Deep Dive: A Primer on Mag7 (Part 3)

chamath.substack.com · 413 words · saved by 1 readers

Two weeks ago, the Besties and I talked about Google’s launch of AI Mode. On that pod, I said that AI Mode will become the default search experience for most users within 12 months, and that Google was likely running A/B tests to evaluate the trade-off between how urgently they are willing to cannibalize their kingpin business (Google Search) in order to reduce the risk that OpenAI becomes the new front door to the internet. At the same time, my team and I were also working on this Deep Dive on Google. On one end, advanced users are starting to build a new habit of typing in chatgpt.com instead of google.com when they have a query. On the other hand, Search still boasts 14x the usage of ChatGPT overall with over 25x more users. One of the key questions that will define the AI era (and Google’s future) is – which company will establish the strongest habit with the largest number of people and become the new front door of the internet? I’ve been observing and studying Google for a long t

Two weeks ago, the Besties and I talked about Google’s launch of AI Mode. On that pod, I said that AI Mode will become the default search experience for most users within 12 months, and that Google was likely running A/B tests to evaluate the trade-off between how urgently they are willing to cannibalize their kingpin business (Google Search) in order to reduce the risk that OpenAI becomes the new front door to the internet. At the same time, my team and I were also working on this Deep Dive on Google. On one end, advanced users are starting to build a new habit of typing in chatgpt.com…

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