Google is in serious trouble
Google is on the way to becoming the next Tower Records.
Times really are changing. Google, who’s been an untouchable dominance protected and nurtured by the deep state intelligence agencies for decades and immune to competition is now, somehow, in a position where they have to care about customers, competition, and inconveniences like making money.
I’ve posted in the past about how their search market share has been slowly chopped away, and their biggest competitors right now are Microsoft and TikTok (the yutes use TikTok for search over Google). Something has happened in the last year or so, where some string has been cut, or some protection is no longer in place. There seems to be a correlation as well with the boom in AI and the spiraling of Google, but I haven’t yet put my finger on that.
Google is run by commies who would drive a lemonade stand into the ground if they assumed management.
How stupid is Google? So stupid, that with YouTube, they’re carrying ads for their largest competitor, who is TikTok. Are the executive diversity hires that idiotic to where they don’t grasp that it may not be a good idea to promote your competitor, especially as they’re driving you to extinction?
It’s like selling tickets to an after-school fight between you and the biggest monster in school who’s three grades and 150lbs above you and who told you your ass is grass at 3:15pm.
They’ve dumped so many paying ad customers and made their platform completely unusable and undesirable by banning countless pro-American publishers and advertisers that perhaps now they have no choice? Is TikTok keeping Google alive if whatever deep-state lifelines have been cut?
We learned today that Samsung is looking to switch their default search engine to Microsoft Bing:
Google employees were stunned to learn that Samsung has been considering switching the default search engine on its mobile devices to Microsoft’s Bing, according to the New York Times.
Google has been the default on Apple’s iPhone and iPad and Samsung smart phones and tablets for more than a decade and is estimated to be paying a whopping $20 billion a year to Apple and more than $3 billion a year to Samsung for the contracts.
But with the current obsession over ChatGPT, Microsoft’s Bing Chat has been turning heads as the company shows its willingness to spend big for a bite of Google’s dominance in search ads which last year was worth $162 billion, the report said.
Samsung obviously has Google’s nuts in a vice and are going to squeeze the shit out of them, and if they do switch to Microsoft, that knocks Google down to a knee. What would a knockout punch look like? How about Apple dumping them as well?
According to the latest data from GlobalStats, Samsung accounted for 27.1% of all smartphone sales globally in March, which makes it the second-largest player in the industry behind Apple, which had a 28.3% market share.
Google pays an estimated $3 billion per year to Samsung to have its search engine set as a default across all devices. In turn, the search engine makes money by selling paid advertising spots in its rankings to businesses, which those users see when they're seeking information.
In the past, even if a competitor offered Samsung more money, it would prefer to stick with Google because it was a superior product that enhanced its users' experience. But if that's no longer the case, a larger cash offer by Microsoft might be enough to swing the deal in its favor.
See, Microsoft has everything to gain. It values the search advertising business at $200 billion per year, which means every percentage point of market share it snatches away from Google could lead to $2 billion in annual revenue. Bing has a market share of just 3% right now, so making a deal with the second-largest smartphone manufacturer could be worth an absolute fortune.
Ouch. With either Samsung or Apple, in one move, they’d lose almost 30% of the default mobile search market, AND fall to second place in the search engine market overall, which is awkward since their brand is also the verb for performing a web search. We’re almost as “Go Google that on Bing.”
I’ve written before (on this medium) on how Microsoft is about to be the biggest company on the planet, yet again, and it won’t even be close, and this is another step towards that reality.
Remember, they not only now have the AI high-ground and integrating it with their search product that leaves Google in the dust, but they also own the LARGEST open-source software repository ON THE PLANET (GitHub) and stealing that code and feeding it into another AI product for us software developers (Copilot), which integrates with the their other product, the world’s LARGEST IDE (VSCode).
I can’t express how unbelievably positioned Microsoft is right now.
At this point, Google is like Patrick Swayze’s character in “Ghost”, running around not understanding why nobody can hear or see him.