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I think the problem that Google has with respect to chat GBT is Gemini is just not getting the usage and chat GBT is
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just growing like crazy. If you look at how these models perform according to the benchmarks, Gemini is actually
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really good, but they have not caught up on the usage side. Chimoth, you're the CEO of Google. You've got a $200 billion
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run rate search ad business. What's the right integration of Gemini such that you don't massively disrupt the search
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ad business overnight? Or do you not care and you're just going to do it? I think that's the conundrum they're
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dealing with. The more difficult question is what is the integration look like? They're already inserting Gemini
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in all kinds of uncomfortable ways. So, for example, if you use Gmail or if you use Google Workspace, what happens today
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is all these random Gemini pop-ups come up all over the place. That is an implementation that happened at way too
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junior a level by people that have no product taste. And if you use the products every day, it would be hard for
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you to disagree with me. the Google homepage, would you replace that with an AI chatbot? No. Here's what I would do.
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I would first go to the critical other points that are around that today do not cannibalize the blue links. If you look
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at the traffic patterns almost as a sank key diagram, the real thing you should be looking at here is where are the
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entry points into Google that then result in a clickable link. And what it would show you is that there are certain
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places that are highly deoptimized today for revenue generating events. They happen as a byproduct, but they don't
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happen as the use case. So in that example, you would put Gmail as a critical place, the Google 1
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subscription, and there's like five or six other places. That's where I would put Gemini as the front door and start
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to habituate 300 to 500 million people a week in using that. I think then you can
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figure out over time how much money you can make from all of that or how it directs derivative revenue and figure
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out what to do with google.com last. But my point is the experience in Gmail should be done today. The experience in
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YouTube should be done today. The experience in Google one should be done