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Meta

    ∞

    Meta is developing its AI search engine (and apparently has the “most-used AI assistant in the world”).

    Now OpenAI is fully launching ChatGPT search

    ChatGPT can now search the web in a much better way than before. You can get fast, timely answers with links to relevant web sources, which you would have previously needed to go to a search engine for. This blends the benefits of a natural language interface with the value of up-to-date sports scores, news, stock quotes, and more.

    A conversation about the weather forecast for Positano, Italy, on November 2-3, 2024, showing mild temperatures and rain. The user then asks for dinner recommendations in Positano on Friday night, with responses listing local restaurants.

    Search is now about your preferred interface, experience, and engine.

    ∞
    Meta is developing an AI search engine, to be embedded in its Meta AI chatbot. The company has reportedly been indexing the web for at least eight months. 

    Meta AI currently uses Google and Bing’s search engines when it fetches users answers about current events, financial markets, and sports.

    This highlights a few things:

    • Search is no longer a platform, it’s a feature.
    • Users want answers, not necessarily options.
    • Google will not be replaced by a copycat. It will be chipped away at by new, novel alternatives and user dispersion across other channels. (and maybe by antitrust)
    • Meta continues to reduce reliance on other companies wherever it can. The true realization of this will be a hardware platform, likely in the XR space.
    • For brands / creators, having your content on the web—preferably on a platform you own—where it can be crawled is once again the path to relevance. (see: Gwern)
    ∞

    Meta’s plan for growth among younger demos:

    • Discovery
    • Utility

    Surface content like an entertainment app (social media is basically TV now).

    Do the classic “Meta experience upgrade” on things like marketplaces, forums (Groups), and events.

    Network effect + massive infrastructure = advantage

    ∞

    Ben Thompson on Meta:

    Market = time & attention

    Differentiation = horizontal services that capture more time and attention than anyone

    This is what makes the Zuck’s Bucks machine run.

    It also means whatever captures attention and increases time spent gets rewarded.

    ∞

    Imagine this but in a pair of glasses like Meta’s Orion:

    Sensors will only proliferate (ambient computing!) creating even richer augmented experiences.

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