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As a search vehicle, absolutely. But they aren't sitting idly by - as much as I personally hate it, a lot of people like Gemini. Either way, it does spell a big danger to their primary source of revenue.

What's interesting is the monetization aspect. Right now none of them act as ad vehicles. Who will be the first to fall?



Ads are not the only challenge. Cost-per-query is also a challenge, as an LLM query is 10x more expensive than a search-index query.


Is that all? I hadn't thought about that aspect, but I find it a little surprising that, even just considering post-training, it isn't more expensive than that.


I would assume (at minimum) 100x, but have not done any napkin math.


I'm pretty sure Perplexity attempted to place ads within their responses but had a large backlash.


I worry that LLMs will subtly sneak in commercial bias in return for money.


ChatGPT just announced embedded shopping. Sounds like another name for ads to me.




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