Satosha on Nostr: Many VCs are fantasizing taking a stab at the search market - with #AI chatboats .. ...

Many VCs are fantasizing taking a stab at the search market - with #AI chatboats .. like #perplexity .. and even renewed interest in #Bing search ..

But here is the deal ..

No one wants to pay for search.. I mean I don't even wanna pay for #Netflix .. and you can't run a chatbot for global search just based on advertising revenue .. math doesn't add up .. you will bleed away billions in matter of months ..

The new search model is a hybrid .. you get free old search supported by ad keywords .. and if you want something quick - pay ten cents for a million tokens #Gemini .. and you might get lucky in certain hours when #Gemini has less traffic .. you can't do this variable pricing if you don't control both - the #LLM as well as the frontend chatBot ..

That's why - my bet is on #google

quoting
nevent1q…fjt8

I took the eyes off testing #nostr last couple of weeks to dive into #AI hype ..

#Gemini is thus far the best #AI #LLM ..

#Google is the best stock to invest in ..not cuz of AI .. cuz it is the value stock at PE less than 20 .. and least China exposure..

Besides it has number one #FSD service #Waymo and number one media platform #youTube

And it is the only outfit with remote chance of monetising #AI ..

#Apple , #MS and #Tesla have huge China exposure . #Meta can't monetize AI cuz it's userbase is bunch of freeloaders .. no enterprise customer !

#Amazon stands to lose to Walmart and Costco bigtime because #AI is a great leveler.