Speaker unverified: prediction

Transcript context

…Well, I, I, I sometimes feel the demand is so great that there will be multiple winners in in in of course. And search is, you know, when you saw that search was 90% of your bill, you know, a, a lot of estimates think maybe 10 to 30% of the overall inference market is going to be search. And everyone thinks inference is going to be huge. And so I think the investors and enterprises are just now realizing how much they need search and what a big part it has to play in the world to come. So on search, one of the most interesting questions I think is on search engine optimization, which has in the last, you know, 2 decades been this enormous consumer marketing growth area. And there are a lot of questions because a lot of the web pages that you see on the web are marketing pages, which are built for SEO. And a lot of them are repetitive. They actually repeat other people's content. They paraphrase, We've had an industry the last two decades of billions of dollars being spent on SEO content. And one of the questions that I have is how does this kind of like more semantic based search end up changing what the SEO people will do? Because I, I often feel like you almost, you're almost kind of trying to prompt inject the LLM which is running the search and you're trying to get in there and hack it so that your, you know, your page goes up. So how does this work? Is is it an adversarial process with, you know, between the search engine provider and the SEO?…

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