Google Well-Positioned for AI Era, But Faces Regulatory Threats
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Kara Swisher believes AI represents a new era like the eras of dinosaurs, and Google is well-positioned to take advantage given their data, brand, and computing power.
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However, Google will need to be careful with regulators given their search monopoly, though search itself is declining.
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OpenAI has posed a threat to Google, forcing their hand into AI, but Google still has tremendous assets to pivot effectively into AI.
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While regular search may decline for Google, their business will still largely be about surfacing information, just in different AI-enabled ways.
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Websites and the open web are declining, so Google will need to adapt to a world focused more on pull vs push of information.