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Antitrust ruling could end Google’s $26 billion default deals, but experts see upside for AI
CNBC Television· 2025-08-21 17:01
Remedies in the Google search antitrust trial expected any day now and could spell the end of Google's exclusivity deal with Apple. For today's tech check, Mackenzie Sagalos explains why that might actually be a silver lining for Google. Morning, Mac. Hey, good morning, Carl.So, Google has been paying over $26 billion a year to secure those default statuses on phones and browsers. But with the court ruling looming, that spend could soon be banned. a shift that some experts say could ultimately benefit the c ...
10 years of Alphabet: Analysts weigh the sum of its parts
CNBC Television· 2025-08-08 18:35
10 years ago this weekend, Google reorganized under a new parent company called Alphabet, combining its moonshot businesses with its search and YouTube businesses. Mackenzie Seagalo says more in tech today's tech check. Uh it's 10 years, but it feels like only a decade.And investors are pretty bullish going into that 10-year anniversary weekend with shares firmly in the black year to date. Even as it stares down, a DOJ remedies decision that could land any day. One that might crack the door to breaking up t ...
Layering every technique in RAG, one query at a time - David Karam, Pi Labs (fmr. Google Search)
AI Engineer· 2025-07-29 14:30
Start with the simplest Search - in-memory embeddings with relevance ranking. End with the most complex planet-scale Search - 70+ corpus mix of token, embeddings, and knowledge graphs, all jointly retrieved, custom ranked, joint re-ranked, and then LLM-processed, at 160,000 queries per second in under 200msec. This talk will be a fun “one query at a time” survey of all techniques in RAG in incremental complexity, showing the limits of each technique and what the next layered one opens up in terms of capabil ...
开源套壳叫板Google?Perplexity新品发布,印度裔CEO放言5万美金撬走彭博千亿生意
AI前线· 2025-07-22 09:32
Core Viewpoint - Perplexity has launched a new web browser named Comet, aiming to challenge Google Chrome's dominance in the market, which currently holds a 66.6% market share. The launch coincides with rumors of OpenAI's own browser release, indicating a competitive landscape in AI-driven search and browsing tools [1][2][3]. Group 1: Product Launch and Market Strategy - Comet integrates Perplexity's AI search tools and smart assistant to enhance user experience, initially available to premium users at $200 per month [1]. - Perplexity's ambition extends beyond user acquisition; they aim to replicate and potentially surpass Google's business model [1][2]. - The company has expressed willingness to acquire Google Chrome if legal pressures force Google to divest it, indicating a strategic move to capture a larger market share [1]. Group 2: Data Acquisition and Advertising - CEO Aravind Srinivas highlighted the importance of gathering user behavior data outside of Perplexity's applications to improve advertising quality, framing the browser as part of a broader data strategy [2]. - The decision to create a browser stemmed from a rejection by Google to include Perplexity as a default search engine, prompting the company to develop its own solution [2][3]. Group 3: Competitive Landscape and Industry Commentary - The Comet browser is built on Google's open-source Chromium project, which raises questions about the originality of Perplexity's offering [3]. - The current trend in startups involves forking open-source projects to add paid features, reflecting a broader entrepreneurial strategy in the tech industry [4]. Group 4: Vision and Long-term Goals - Perplexity aims to leverage AI to transform decision-making processes in finance, targeting a market valued at tens of trillions of dollars, significantly larger than Google's annual revenue [8][36]. - The company seeks to disrupt the financial research market dominated by Bloomberg, proposing that AI can enhance decision-making efficiency and democratize access to financial insights [36][37]. Group 5: Product Features and User Experience - Comet is envisioned as a "cognitive operating system" that integrates AI into daily workflows, allowing users to automate tasks and improve productivity [14][15]. - The browser will enable users to issue commands directly, with AI handling tasks such as data extraction and report generation, enhancing the overall user experience [15][34]. Group 6: Funding and Investor Relations - Perplexity's development costs were notably low, with the product being built for just $50,000, which impressed investors like Marc Andreessen [7][28]. - The company has faced skepticism from investors who prefer safer, vertical market strategies, but Srinivas remains committed to tackling larger, more challenging problems [6][26].
Recsys Keynote: Improving Recommendation Systems & Search in the Age of LLMs - Eugene Yan
AI Engineer· 2025-07-16 15:00
Industry Trend - Recommendation and search systems have been significantly impacted by advances in language modeling, evolving from Word2vec to GRUs, Transformers, and BERT [1] - The emergence of large language models (LLMs) is driving innovation in model architecture, scalable system designs, and customer experiences within recommendation and search systems [1] - The industry is exploring real-world implementations and measurable outcomes of LLMs in recommendation and search systems [1] Technological Advancement - LLM-driven techniques are expected to shape the future of content discovery and intelligent search [1] - Amazon is building recommendation systems and AI-powered products using ML/AI [1]
开源套壳叫板Google?Perplexity新品发布,印度裔CEO放言5万美金撬走彭博千亿生意
Sou Hu Cai Jing· 2025-07-12 03:31
Core Insights - Perplexity has launched a new web browser named Comet, integrating its AI search tools and smart assistant to provide a more intelligent browsing experience, initially available to premium users at $200 per month [1] - The launch of Comet is a direct challenge to Google Chrome, which holds a market share of 66.6%, and comes at a time when rumors suggest OpenAI is also developing its own AI browser [1][2] - Perplexity aims not only to compete with Google for users but also to replicate and potentially surpass Google's business model [1][2] Company Strategy - The U.S. Department of Justice has pressured Google to sell Chrome and end its default search engine agreements, prompting Perplexity to express interest in acquiring Chrome if such a ruling occurs [2] - CEO Aravind Srinivas has indicated that the development of their own browser is also aimed at gathering user behavior data outside of the Perplexity app to enhance advertising quality [2] - Srinivas has criticized the conventional wisdom in the startup community that suggests focusing on niche markets to avoid competition with giants like Google, asserting that he prefers to tackle significant challenges that attract top engineering talent [4][5] Market Ambitions - Perplexity's ambitions extend beyond search; the company aims to disrupt the financial information market, specifically targeting Bloomberg, by leveraging AI to enhance decision-making processes [6][27] - Srinivas estimates that the daily decision-making value in the financial system is in the tens of trillions of dollars, and even capturing 1% of that could yield $100 billion daily, far exceeding Google's annual revenue of approximately $200 billion [6][27] - The company is positioning itself to transform the financial research landscape by offering a more efficient and user-friendly alternative to traditional tools like Bloomberg Terminal [28] Product Features - Comet is envisioned as a "cognitive operating system" that integrates AI into the browsing experience, allowing users to automate tasks and streamline workflows [9][10] - The browser will enable users to issue commands directly, such as finding specific job candidates or managing tasks, with AI handling the execution [9][10] - Perplexity Labs, a feature of the platform, allows users to conduct in-depth research and generate content, further enhancing the utility of the browser [25][26] Competitive Landscape - The launch of Comet and the focus on AI integration in browsing highlight a growing trend in the tech industry where companies are seeking to redefine user interaction with web tools [1][9] - Perplexity's approach contrasts with traditional models that rely heavily on human analysts, suggesting a shift towards AI-driven solutions in financial decision-making [28] - The company is also addressing concerns about content creators by implementing a publisher program to ensure that quality information sources are compensated fairly, differentiating itself from competitors like Google [30]
X @The Wall Street Journal
The Wall Street Journal· 2025-07-05 11:48
A new crop of startups are betting on the rapid demise of traditional Google search https://t.co/VuAbs8zMaW ...
Over a Third of US Population Uses GenAI
Bloomberg Technology· 2025-06-30 19:46
What's notable is millennials have been the lion's share of who and adopted it fast across work and play. But Gen Z is ramping up. That's right.I mean, right now, as of 20 down to 2025, when our 2025 numbers are for, we're expecting about the same number of Gen Z and millennials to be using generative A. I. tools.So a big ramp up from Gen Z and in fact, it's starting to be a ramp up from Gen Alpha to. You can think about this in the context of the population. Or you can think about it in the context of Inte ...