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on search, Benedict Evans:
The funny thing about the idea that LLMs will replace Google is that LLMs are bad at things that Google is good at and good at things that Google is bad at.
When the basis of competition changed away from pure processor performance to a low-power system the chip architecture needed to switch from being integrated (Intel) to being modular (ARM), the latter enabling an integrated BlackBerry then, and an integrated iPhone four years later. More broadly, breaking up a formerly integrated system — comm... See more
stratechery.com • Netflix and the Conservation of Attractive Profits - Stratechery by Ben Thompson
But again, tech will change everything, but once the dust has settled the questions that matter will mostly be retail questions, not tech questions. What’s the product, how do you know about it and how do you get it? Those are retail, brand and marketing questions.
Benedict Evans • Outgrowing Software
Wondering if chat GPT plug-ins are the new App Store or the new Alexa skills. And, by extension, an admission that this is orders of magnitude less powerful than it looks.
- They’re often vertical-specific.