Trung Phan
Trung Phan

@TrungTPhan

11 Tweets 3 reads Dec 18, 2022
Satya Nadella is about to deeply integrate GPT with Bing. Create the best search engine. Beat Google. And then get revenge for anyone that laughed at this meme:
To be fair to Bing, it brought in $8B last year (equal to Twitter and Snap combined).
And top searches on Bing and Google are similar. People trying to find destination properties (prob because these search terms are being typed into the browser box on Chrome / Edge).
Bing ($8B) is less than 5% of MSFT revenue ($170B). They should just go full hail mary and figure out a way to make it chat first.
Over 85-90% of Alphabet revenue is search-based. Can obviously cannibalize it with their own LLM/AI stuff, but would hurt!
ChatGPT is way too modest
What ownership stake MSFT have?
Ok here is a mini-thread on Google vs. ChatGPT
1. What search type does each excel in?
2. Science-y questions
3. history listicle
4. Math-y stuff
Twitter 2.0 search
Real interesting notes on why Google hasn’t rolled out its latest AI chat tools

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