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Chris Maunder wrote: The victory, while sweet, will be brief
Some podcast I was listening to recently claimed something along the lines of "...every percentage point of market share Bing gains represents an extra $2B of income for Microsoft".
So if Microsoft gets even a tiny fraction of Google's searches moving to them permanently, that investment in ChatGPT is going to pay off tremendously.
So from that perspective, even if, in the long run, ChatGPT comes and goes, it makes a lot of sense for MS to at least manage to remind people that Bing exists.
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I'd be interested to know if that is causal or correlated and to dig in a little. I'm just not seeing how those numbers work given Microsoft's search and ad revenue was 2.9B last year. A 1% change in Bing usage could happen to be caused by more people using Windows, which generates revenue, rather than Bing use driving revenue itself.
cheers
Chris Maunder
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The way it was framed is that 1% of the global search market represents $2B (and from your figures, I guess we're supposed to conclude Bing owns 1.5% of it?) I have little reason to doubt that as being accurate.
So if Bing's revenue was $2.9B last year, $2B represents roughly 2/3 of MS's search revenue. Meaning, if MS's share of the global market went up an additional percentage (of that global market), MS would be seeing a 66% growth of what they're already getting, which would be nothing short of phenomenal.
Are there more people using Windows? I doubt it; the market's saturated, and (IMO) more and more people are moving away from Windows as they find out all they need is their phone (where MS isn't a player at all).
However, if people start doing their searches through Bing (because it's returning results from ChatGPT) regardless of where they're coming from (Android or iOS phone or tablet, or a Windows desktop)...and decide to stick with it...then there's plenty of room for growth (and really, where else can Bing go but up?)
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All good points. I'd argue that revenue from search is more than just display ads (which is in a race to the bottom) and it's more about controlling the conversation and directing the buying decision to your other products, but that's harder to quantifying so absolute dollar amounts are at least comparable between orgs.
You mention people moving away from Windows and I feel that's an easy problem to fix by focussing on the customer, coming up with a name that can be verb'd, and stopping this stupidity.
cheers
Chris Maunder
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Chris Maunder wrote: You mention people moving away from Windows and I feel that's an easy problem to fix by focussing on the customer
After MS pulled the plug on their phones, they stated they're no longer necessarily interested in keeping people on Windows (as that strategy clearly wasn't working, at least as far as their phones were concerned), but rather, they were going to their customers instead, "wherever they may be", whether that's on Android or iOS or Linux or, yes, even Windows.
Someone on Android changing his default search engine to Bing, because it provides ChatGPT results, would definitely be a big win from MS's perspective. It remains to be seen whether there's enough people to do just that. Depends on how easy it is--"path of least resistance" type of thing.
Chris Maunder wrote: coming up with a name that can be verb'd,
"Bing it" definitely isn't as catchy...
Chris Maunder wrote: and stopping this stupidity.
Oh, gawd...
Marketing people at MS "experimenting". I say, fire the whole lot, and anyone else while they're at it who thinks of Windows as an "ad-delivery platform". That's exactly how I'm going to end up bailing on them and going to Linux.
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Finally hit 100K today, not that I was looking for it ... here is to the next milestone...
Graeme
"I fear not the man who has practiced ten thousand kicks one time, but I fear the man that has practiced one kick ten thousand times!" - Bruce Lee
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I added some five stars to push you over
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Thank you! I have an article that I am finishing that would have push me that extra bit ... just need to finish writing it up.
Graeme
"I fear not the man who has practiced ten thousand kicks one time, but I fear the man that has practiced one kick ten thousand times!" - Bruce Lee
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Me too, I have new articles, but someone hit me with 1 star right when i posted... Makes me not want to publish here
.'\ /`.
.'.-.`-'.-.`.
..._: .-. .-. :_...
.' '-.(o ) (o ).-' `.
: _ _ _`~(_)~`_ _ _ :
: /: ' .-=_ _=-. ` ;\ :
: :|-.._ ' ` _..-|: :
: `:| |`:-:-.-:-:'| |:' :
`. `.| | | | | | |.' .'
`. `-:_| | |_:-' .'
`-._ ```` _.-'
``-------'</p
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M@dHatter wrote: I have new articles, but someone hit me with 1 star right when I posted...
Once you get higher votes, it will get ignored by the scoring system.
Graeme
"I fear not the man who has practiced ten thousand kicks one time, but I fear the man that has practiced one kick ten thousand times!" - Bruce Lee
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Have an up vote to move you forward!
"I have no idea what I did, but I'm taking full credit for it." - ThisOldTony
"Common sense is so rare these days, it should be classified as a super power" - Random T-shirt
AntiTwitter: @DalekDave is now a follower!
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I remember my first 100K, back in 2011 - it was my first MVP that tipped me over it, and into the "big league".
"I have no idea what I did, but I'm taking full credit for it." - ThisOldTony
"Common sense is so rare these days, it should be classified as a super power" - Random T-shirt
AntiTwitter: @DalekDave is now a follower!
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All that matters is how long you been a member for
.'\ /`.
.'.-.`-'.-.`.
..._: .-. .-. :_...
.' '-.(o ) (o ).-' `.
: _ _ _`~(_)~`_ _ _ :
: /: ' .-=_ _=-. ` ;\ :
: :|-.._ ' ` _..-|: :
: `:| |`:-:-.-:-:'| |:' :
`. `.| | | | | | |.' .'
`. `-:_| | |_:-' .'
`-._ ```` _.-'
``-------'</p
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M@dHatter wrote: All that matters is how long you been a member for
Only a couple of months shorter than you
Graeme
"I fear not the man who has practiced ten thousand kicks one time, but I fear the man that has practiced one kick ten thousand times!" - Bruce Lee
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I've been here six years less than you!
"I have no idea what I did, but I'm taking full credit for it." - ThisOldTony
"Common sense is so rare these days, it should be classified as a super power" - Random T-shirt
AntiTwitter: @DalekDave is now a follower!
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In calender years... might be
In online time... I doubt it
M.D.V.
If something has a solution... Why do we have to worry about?. If it has no solution... For what reason do we have to worry about?
Help me to understand what I'm saying, and I'll explain it better to you
Rating helpful answers is nice, but saying thanks can be even nicer.
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Well, you are basically a Codproject point hoarder
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I'm not a hoarder, I'm an eclectic collector ...
"I have no idea what I did, but I'm taking full credit for it." - ThisOldTony
"Common sense is so rare these days, it should be classified as a super power" - Random T-shirt
AntiTwitter: @DalekDave is now a follower!
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Congratulations for that milestone.
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Congrats, you'll be giving OG a run before long.
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I don't run.*
Heck I barely walk ...
* I follow Billy Connolly's life lessons, as set out in his wife's biography of him "Billy" (ISBN 978-1-58567-308-7 and a good read), one of which is: "Boo joggers". Every time I see them!
"I have no idea what I did, but I'm taking full credit for it." - ThisOldTony
"Common sense is so rare these days, it should be classified as a super power" - Random T-shirt
AntiTwitter: @DalekDave is now a follower!
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You exist on another plain of Code Project...
Graeme
"I fear not the man who has practiced ten thousand kicks one time, but I fear the man that has practiced one kick ten thousand times!" - Bruce Lee
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I suspect he'll catch OG around the same time as the heat death of the universe.
"the debugger doesn't tell me anything because this code compiles just fine" - random QA comment
"Facebook is where you tell lies to your friends. Twitter is where you tell the truth to strangers." - chriselst
"I don't drink any more... then again, I don't drink any less." - Mike Mullikins uncle
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I'm want to know whether the rep point counter will go negative after 231-1. OG will get there in only ~1,000 years...
Freedom is the freedom to say that two plus two make four. If that is granted, all else follows.
-- 6079 Smith W.
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Now there's a challenge!
"the debugger doesn't tell me anything because this code compiles just fine" - random QA comment
"Facebook is where you tell lies to your friends. Twitter is where you tell the truth to strangers." - chriselst
"I don't drink any more... then again, I don't drink any less." - Mike Mullikins uncle
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