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> imagine they actually do produce a breakthrough LLM but don't know how to monetize it yet and traffic to google search craters

ChatGPT has replaced maybe 1/2 of my Google searches and the cognitive relief from not having to wade through crap websites and ads is immense. The other 1/2 I'm slowly transitioning to Kagi because search results are more reliable. I'm afraid Google's best days may be behind it.



the fact that this would reduce half of the world's net traffic if you're representative & as such eliminate the motivation for people to produce the content, makes me think some of the lawsuits will work


It makes me think the opposite, really. If something is a runaway success that most people like, governments are going to support it, not try to kill it.


if the opposition is fragmented but there are consolidated entities making lots of money, it will go to the consolidated




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