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Replying to
further evidence to long $GOOG tbh
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nearcyan
@Nearcyan
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perhaps this is a decent thesis for general investing; basically just long incumbent companies with network effects whenever their product seems to decline in quality, because it was likely done to optimize the bottom line (recent good examples seem to be Reddit, YT, Google, etc)
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Do you believe Google's users by majority realise what they're looking at? Do you think they never will or that they will stay and like an ad registrar just as much as a search engine? Because otherwise there is not much binding people to set their startpage to google
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It’s not about just getting rid of the ads. At this point the entire web is somewhat flawed. Too many sites have produced too much junk content just to game Google. A fundamentally new approach is needed to identify and surface “organic” (whatever that may mean) results.
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Intuitively Amazon seems to me a lot less vulnerable. From a user's perspective, Amazon has many valuable dimensions (catalog size, delivery speed, cost). But search quality is all there is to google search. Amazon's service is still top-notch, but Google is riding inertia.
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For all searches, literally the whole screen on Yelp is now ads. Surprisingly only one of these is a worse product for it.
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Curious to see who will figure out a business model without ads. DuckDuckGo search is competitive but the long term game looks the same.
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Yeah i get ads on thread between tweet and replies
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on a related note, how valuable is Retool to your company? seems intriguing to me but it also seems like use cases might not be as broad as their marketing implies
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I would suggest you to use google " im feeling lucky" feature than just clicking on search button. Alternatively you could use advanced search feature like " retool slack intergration site:.io" Google will show you ads only on very generic searches not on advanced searches
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It's why we started Neeva: to provide an ad-free, private search experience to users. We also offer other unique search features. Learn more here: neeva.com
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The natural conclusion of the shunning & ridicule of every Google Search competitor for decades. Be careful what you wish for.
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This is why (1) my current default search engine is DuckDuckGo, and (2) I'm willing to _pay_ for a search engine, if it's ~good~ useful.
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