Artificial Intelligence

Is Google’s Business Model Threatened?

It seems that there is panic — Code Red — in Alphabet’s headquarters as it is perceived that ChatGPT and similar AI-driven chatbots could undermine Google’s search engine foundations

James Marinero, MSc, MBA
The Dock on the Bay
5 min readDec 26, 2022

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Googleplex Headquarters, Mountain View, US. Image credit: By The Pancake of Heaven! — Own work, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=77221979. Author code red overlay.

It should have been Googol — 10¹⁰⁰ — but someone made a typo and a new verb entered the English and many other languages. Now the huge tech company, built on its search engine capability, may be under threat from the latest AI-driven chatbots, particularly ChatGPT.

The New York Times has reported that it has seen a Google memo indicating that head honcho Sundar Pichai has “upended the work of numerous groups inside the company to respond to the threat that ChatGPT [presents],”

He is apparently building a Tiger team to deal with what is considered to be a Code Red threat to the giant’s 20 years old search business — around 90% of its revenue comes from the search engine and the associated advertising profit generator.

They’ve got almost all their eggs in one basket and any business school grad will tell you that it’s almost impossible to come up with an equally successful second line product or service.

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James Marinero, MSc, MBA
The Dock on the Bay

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