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gomox

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Startup advisor & investor. Currently CRO @ InvGate Formerly CTO @ Sherpals Formerly head of Product @ Avature Formerly CTO @ InvGate

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No, Klue is a competitive intelligence tool for sellers. You use it to keep track of "battle cards" (i.e. if they are selling a deal vs. 1Password, sales rep would go into Klue to see what the advantages of LastPass are vs that specific competitor).

It's a purpose specific knowledge base, not a data broker or any sort. But it will surely have information of who you sold to or tried to sell to because of it.

Both, but the cat is out of the box with LLMs and Google no longer monopolizes the firehose of consumer purchasing intent even if OpenAI disappears tomorrow. Someone else will come up. I can ask a local LLM that I download for free what's a good lawnmower and it will tell me.

Google is no longer in control and therefore I believe it won't be able to command the crazy premiums it used to squeeze out of advertisers.

Importantly: OpenAI doesn't need to outcompete Google, it just needs to show it can bleed.

As to the rest of Google's dominant position, it's an advantage for sure, but every leading vendor whose products turned to shit went the way of the dodo one way or another.

And it's important to mention that this includes GAds, not just the loss leader (Search). They have been so good at squeezing advertisers dry that ROI is barely there in many categories.

Actually I believe Google is the one caught between a rock and a hard place here because their stock will reprice once the market realizes how much their position has weakened re: search ads.

They commanded an absurd premium on ads by virtue of being monopolistic leaders of search. They don't have a better product anymore, only a scale/distribution advantage.

Off the top of my head (don't expect any revelations here, but mostly for people wondering how to approach this type of thing for the first time):

* Parents/students hang out at schools and are probably a good referral/recommendation crowd

* Home buyers are looking for mortgage comparisons on Google (but that's probably a terrible strategy, since this is a highly lucrative segment to market to, so you should expect high customer acquisition costs)

* DIY heat pump installers will probably look at ads on /r/DIYHeatPumps

The Brand Age 5 months ago

From the title and the beginning, I was sure this was going to be about the imminent brand age in software with the commoditization of the software engineering discipline brought on by AI.

Yeah, I was waiting for an actual 9 headed hydra of crap, featuring:

* a whole page of sponsored-yet-indistinguishable-from-organic results

* a confidently incorrect AI snippet

* the below-the-fold top organic results being all content spam

* the first actually relevant result from a reputable source being then paywalled with a "you ran out of stories for this month" overlay on a website I have never browsed in a year

* the 2nd actually relevant result prompting a "login with google" overlay with prefilled identity that gets clicked by accident 20% of the time

* all of the above in a Chrome browser, requiring a quadruple opt-out before allowing you to use GMail without also starting a browser-wide session to keep track of your every keystroke

* or alternatively an app based mobile interface where links can't be copied and pasted to prevent loss of tracking

* something with AMP

This is not even close to everything that is wrong, if anything it should be called "barely the tip of the iceberg of everything that is wrong".

In their defense it does feature a bunch of other invisible things (lack of cached results, lack of direct links you can obtain with a right click, etc)

I can't imagine the hoops an accountant would have to go through to argue training cost is COGS. In the most obvious stick-figures-for-beginners interpretation, as in, "If I had to explain how a P&L statement works to an AI engineer", training is R&D cost and inference cost is COGS.

I predict this comment to enter the Dropbox/iPod hall of shame of discussion forum skeptics.

Its possible your example is wrong and the confusion arises in the "twelves" (i.e. 1230 AM being 0:30 which makes no sense since anyone that didn't learn the quirk would expect the AM/PM bit to roll over at the same time as the hours, not one hour off the mark).