Google built the most dominant product in the history of the internet but is now facing the most existential threat it has ever encountered not from a competitor that built a better search engine but from a fundamentally different idea of what finding information should feel like, because a generation of users that has experienced getting a direct and conversational answer from an AI in seconds is finding it increasingly difficult to return to a page of ten blue links. The most fascinating question in technology right now is not whether Google can build AI as good as its competitors but whether it can restructure its entire business model around a product that by design gives users everything they need without ever making them click on an advertisement.
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