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Cake day: July 25th, 2023

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  • Google recently held its big annual product announcement event - I/O 2025 - and it got lots of upbeat coverage. There were dozens of new product upgrades across Android, Search, Gmail, etc. Of course, the big focus was AI.

    Google seemed to be lagging in AI but has caught up to speed lately with its models topping various AI leaderboards. Not surprising, Google has deep wells of computing power and talent to compete in AI.

    However, behind the scenes, all is not so rosy. Almost 75% of Google’s revenue comes from search, and it’s about to be obliterated. As anyone who has gotten used to using ChatGPT, Claude, or DeepSeek instead of Google Search will tell you - AI is miles better. Google is about to transform old Search into an AI Search like ChatGPT, Claude, DeepSeek, and all the other AIs, but the problem is their days of 90% market domination in this new medium don’t seem repeatable.

    Google are about to be replaced as the dominant means of internet search - but just how much, and how fast?

















  • …in a similar way as with conventional rental cars – which can be hired to transport people to “a range of destinations, including cultural landmarks and urban tourist attractions.”

    Baidu, like everyone else, still hasn’t got to true Level 5 self-driving. But it doesn’t need Level 5 to be offering services like this. If you have mapped out the 100 most popular destinations in a city, and fixed routes between them, then level 4 self-driving like they have now, is all you need.

    This isn’t the same as a regular rental car you can drive anywhere, but many people would be happy with a car that covers a city’s Top 100 spots. How does this differ from a taxi? Seemingly that you rent it for specified time slots, whether you’re in the car driving or not.






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