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A New Chat Bot Is a ‘Code Red’ for Google’s Search Business

The New York Times: “A new wave of chat bots like ChatGPT use artificial intelligence that could reinvent or even replace the traditional internet search engine. Over the past three decades, a handful of products like Netscape’s web browser, Google’s search engine and Apple’s iPhone have truly upended the tech industry and made what came before them look like lumbering dinosaurs. Three weeks ago, an experimental chatbot called ChatGPT made its case to be the industry’s next big disrupter. It can serve up information in clear, simple sentences, rather than just a list of internet links. It can explain concepts in ways people can easily understand. It can even generate ideas from scratch, including business strategies, Christmas gift suggestions, blog topics and vacation plans. Although ChatGPT still has plenty of room for improvement, its release led Google’s management to declare a “code red.” For Google, this was akin to pulling the fire alarm. Some fear the company may be approaching a moment that the biggest Silicon Valley outfits dread — the arrival of an enormous technological change that could upend the business…Google has spent several years working on chatbots and, like other Big Tech companies, has aggressively pursued artificial intelligence technology. Google has already built a chatbot that could rival ChatGPT. In fact, the technology at the heart of OpenAI’s chatbot was developed by researchers at Google….Google may be reluctant to deploy this new tech as a replacement for online search, however, because it is not suited to delivering digital ads, which accounted for more than 80% of the company’s revenue last year. As the technology advances, industry experts believe, Google must decide whether it will overhaul its search engine and make a full-fledged chatbot the face of its flagship service…”

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