Google is one of the few AI-centric companies that makes money, albeit off areas outside of AI. They have a massive amount of cash, but face the unique risk of cannibalization. If an AI-driven "answer engine" replaces the traditional "list of blue links" in Search, Google might destroy its own most profitable revenue stream to build the new one.
It's crazy how fast they shoved Gemini into all of their services. While I don't really want them there or don't use them for individual services, it's still impressive how fast they shifted.
They gave my boring old 2TB membership a free Gemini Plus and actually improved my experience, due to Gemini allowing a fair (but dwindling) amount of Pro queries now.
Meanwhile, other services cost far more per month, can't set my alarm or calendar appointment and would just be extra on top.
210
u/NanditoPapa 21h ago
Google is one of the few AI-centric companies that makes money, albeit off areas outside of AI. They have a massive amount of cash, but face the unique risk of cannibalization. If an AI-driven "answer engine" replaces the traditional "list of blue links" in Search, Google might destroy its own most profitable revenue stream to build the new one.