SearchGPT震撼发布，谷歌要完蛋了？AI搜索到底靠什么挣钱？
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">你好，我是王煜全，<span style="color: black;">这儿</span>是王煜全要闻评论。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">7月22日，在千呼万唤之中，OpenAI<span style="color: black;">最终</span>揭晓了其大模型搜索<span style="color: black;">制品</span>——SearchGPT。早在5月初，<span style="color: black;">相关</span>OpenAI将发布AI搜索<span style="color: black;">制品</span>的<span style="color: black;">信息</span>便激起业内<span style="color: black;">热榜</span>，只<span style="color: black;">不外</span>后来发布的是惊艳的GPT-4o。</span></span></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-axegupay5k/189148882daf4a9b9a4da2a47c8eb8d7~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1723739962&x-signature=L7cRJGca8bqno6sQ5Bl7tQqWquQ%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">虽然山姆·奥特曼赞<span style="color: black;">不停</span>口，可惜只开放10,000个测试名额，<span style="color: black;">因此</span><span style="color: black;">倘若</span>你想亲自体验其表现，还得再耐心等一等了。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">从已<span style="color: black;">颁布</span>的信息来看，SearchGPT和市场上现有的AI搜索<span style="color: black;">制品</span><span style="color: black;">无</span>太大差别，会直接回答问题，<span style="color: black;">供给</span>信息<span style="color: black;">源自</span>的链接。<span style="color: black;">不外</span>值得期待的是，SearchGPT还有“视觉答案”的功能，尽管暂时还<span style="color: black;">不可</span><span style="color: black;">运用</span>，<span style="color: black;">然则</span><span style="color: black;">亦</span>许<span style="color: black;">显示</span><span style="color: black;">将来</span>SearchGPT不仅能给出文字描述，还能直接展示<span style="color: black;">关联</span>的<span style="color: black;">照片</span>或视频，让答案更加直观。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">其实<span style="color: black;">咱们</span><span style="color: black;">始终</span>认为，OpenAI涉足搜索<span style="color: black;">行业</span>是迟早的事。毕竟这一<span style="color: black;">行业</span>不仅是技术前沿，且<span style="color: black;">拥有</span>丰厚的<span style="color: black;">商场</span>价值，算得上是兵家必争之地。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">AI搜索与传统搜索相比，<span style="color: black;">优良</span>在于，不仅能够给出直接<span style="color: black;">关联</span>的答案线索（网站链接），更能<span style="color: black;">按照</span>你的提问直接<span style="color: black;">供给</span><span style="color: black;">精细</span>连贯的答案，<span style="color: black;">况且</span>AI搜索工具还能<span style="color: black;">按照</span>对话历史<span style="color: black;">持续</span><span style="color: black;">调节</span>优化，<span style="color: black;">供给</span>更加个性化的服务体验。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">可惜的是，SearchGPT的发布或许<span style="color: black;">已然</span>有点晚了</span></strong><span style="color: black;">，<span style="color: black;">况且</span>和竞争对手差异不大，虽然OpenAI很强，但它<span style="color: black;">已然</span>很难垄断AI搜索市场了。</span></span></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/863bf90c63694f7ea444244d13bb049b~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1723739962&x-signature=DQHOm18xebvdZAYJ8oqo%2BuktbRo%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">在5月份，<span style="color: black;">咱们</span>就指出OpenAI应该顺应市场趋势与用户需求，尽快推出搜索业务。在这两个多月间，Perplexity已经在搜索<span style="color: black;">行业</span>抢先发布<span style="color: black;">制品</span>，随着最强开源大模型Llama3.1的发布，<span style="color: black;">将来</span>还会有<span style="color: black;">更加多</span>基于开源大模型的AI搜索工具<span style="color: black;">显现</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">因此</span>，<span style="color: black;">将来</span>的AI搜索市场未必由单一大模型主导。我的同事Tina还向<span style="color: black;">大众</span><span style="color: black;">举荐</span>了秘塔搜索，虽然其大模型技术并不出名，但搜索效果却很不错。这<span style="color: black;">显示</span>，技术水平并非决定AI搜索的<span style="color: black;">独一</span><span style="color: black;">原因</span>，用户体验、服务优化等多方面<span style="color: black;">原因</span><span style="color: black;">一样</span>重要。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">然而，尽管AI搜索的<span style="color: black;">将来</span>格局难以预测，但谷歌的地位无疑将受到重大冲击，<span style="color: black;">由于</span>传统搜索<span style="color: black;">重点</span>被谷歌所垄断，它的核心业务和收入<span style="color: black;">源自</span>都与搜索息息<span style="color: black;">关联</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">针对</span>谷歌而言，推进AI搜索不仅投入巨大，还会削减其现有搜索业务带来的<span style="color: black;">宣传</span>收入。其他竞争者却<span style="color: black;">无</span>历史包袱，它们发展AI搜索带来的任何增量都是纯收益，<span style="color: black;">促进</span>AI搜索<span style="color: black;">行业</span>呈现出群狼环伺的竞争格局。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">因此</span>，尽管当前<span style="color: black;">都数</span>用户仍习惯于<span style="color: black;">运用</span>谷歌等搜索，<span style="color: black;">乃至</span>它们最新财报<span style="color: black;">表示</span>搜索和<span style="color: black;">宣传</span>业务的收入还增长了，</span><strong style="color: blue;"><span style="color: black;">但<span style="color: black;">能够</span>推断在<span style="color: black;">将来</span>五六年的时间里，用户的搜索习惯将逐步改变，传统搜索模式会<span style="color: black;">逐步</span>被大部分人抛弃。</span></strong></span></p>
<div style="color: black; text-align: left; margin-bottom: 10px;"><img src="https://p3-sign.toutiaoimg.com/tos-cn-i-6w9my0ksvp/1e14d22971a14cc6b101516d0b396b52~noop.image?_iz=58558&from=article.pc_detail&lk3s=953192f4&x-expires=1723739962&x-signature=F8qmSsio%2FIHMGDQxqxb6Hr2oQbA%3D" style="width: 50%; margin-bottom: 20px;"></div>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">谷歌搜索<span style="color: black;">亦</span>带有“AI概览”等功能</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">或许有人会说，谷歌<span style="color: black;">亦</span>在布局AI业务，难道<span style="color: black;">她们</span>就<span style="color: black;">不可</span>在AI搜索有所<span style="color: black;">做为</span>吗？</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">咱们</span>的基本观点是：谷歌虽有能力涉足AI搜索，但<span style="color: black;">没法</span><span style="color: black;">独霸</span>、<span style="color: black;">亦</span>很难引领这场变革，而其传统的搜索<span style="color: black;">宣传</span>收入却会因这场变革而大幅下滑。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">AI搜索本质上是对传统搜索模式的颠覆，但却没能<span style="color: black;">创立</span>像传统搜索那样的清晰的收入模式。面对自己当前收益优厚的<span style="color: black;">宣传</span>模式，谷歌在发展AI搜索业务时，会<span style="color: black;">导致</span>老业务收入流失，新业务收入却顶不上来，必然面临来自内部的阻力，从而影响其转型的决心与速度，这又进一步降低了谷歌胜出的概率。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">自我革命<span style="color: black;">寓意</span>着主动让出短期利润，<span style="color: black;">做为</span>上市<span style="color: black;">机构</span>，谷歌要向股东交代业绩，还有来自外界的压力。真应了那句老话：谷歌做AI搜索是找死，不做AI搜索是等死，确实两面为难。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">相比之下，其他AI搜索初创企业<span style="color: black;">无</span><span style="color: black;">这般</span>的财务压力，即使收入比不上谷歌的传统搜索，但毕竟都是增量，<span style="color: black;">因此</span><span style="color: black;">能够</span>更加灵活地抢占新市场，探索新模式。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">况且</span>，从更宏观的层面看，谷歌<span style="color: black;">亦</span><span style="color: black;">再也不</span>适应经济的大趋势。在线业务正从卖方主导、流量为王的旧时代，迈向买方导向、<span style="color: black;">精细</span>匹配的新纪元，</span><strong style="color: blue;"><span style="color: black;"><span style="color: black;">咱们</span>将其<span style="color: black;">叫作</span>为“线膛枪革命”。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">认识</span>武器发展史的人，都<span style="color: black;">晓得</span>最早火枪是滑膛枪，<span style="color: black;">不可</span><span style="color: black;">精细</span>射击，靠的是众人齐射的威力，打到哪里算哪里；后来<span style="color: black;">显现</span>的线膛枪，更<span style="color: black;">精细</span>，才有了“指哪打哪”的威力，但成本<span style="color: black;">亦</span>高得多。<span style="color: black;">将来</span><span style="color: black;">宣传</span>业的核心竞争力<span style="color: black;">亦</span>会从单纯的<span style="color: black;">揭发</span>次数、免费的流量经济，转向买量的<span style="color: black;">精细</span>投放、追求<span style="color: black;">实质</span>效果，<span style="color: black;">宣传</span>投放策略<span style="color: black;">亦</span>需从“滑膛枪”式的广泛覆盖进化为“线膛枪”式的<span style="color: black;">精细</span>打击。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">例如<span style="color: black;">咱们</span>投资的一家大数据企业——比领弘科，<span style="color: black;">便是</span>将流量转化为<span style="color: black;">实质</span><span style="color: black;">营销</span>效果，从而实现了收益：先以流量价格购买关键词，再<span style="color: black;">精细</span>匹配并<span style="color: black;">营销</span><span style="color: black;">宣传</span>位给<span style="color: black;">关联</span><span style="color: black;">制品</span>厂商，并从用户的有效购买<span style="color: black;">行径</span>中获利，赚的<span style="color: black;">便是</span>从“滑膛枪”到“线膛枪“的差价，这才是市场营销的<span style="color: black;">将来</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">AI搜索<span style="color: black;">亦</span>是“线膛枪革命”的重要<span style="color: black;">构成</span>部分，其<span style="color: black;">商场</span>模式的关键在于它<span style="color: black;">能够</span><span style="color: black;">作为</span>个性化的购物助手，将<span style="color: black;">精细</span>匹配与<span style="color: black;">中间商</span>服务融为一体，<span style="color: black;">经过</span>将回答与<span style="color: black;">商场</span>内容<span style="color: black;">关联</span>联，<span style="color: black;">乃至</span><span style="color: black;">能够</span>智能<span style="color: black;">举荐</span>组合式的商品和服务，它让<span style="color: black;">宣传</span>变得<span style="color: black;">再也不</span>令人反感，反而<span style="color: black;">帮忙</span>用户找到想要的商品，<span style="color: black;">极重</span><span style="color: black;">提高</span>了消费体验。但很<span style="color: black;">显著</span>，谷歌<span style="color: black;">这里</span><span style="color: black;">行业</span>并<span style="color: black;">无</span><span style="color: black;">优良</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">况且</span><span style="color: black;">咱们</span>认为，AI搜索加AI Agents的普及，智能代理替用户把关，监督<span style="color: black;">宣传</span>质量，任何低质<span style="color: black;">举荐</span>都将无所遁形，将更加<span style="color: black;">保准</span>每一次<span style="color: black;">举荐</span>都是用户真正<span style="color: black;">必须</span>的。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">咱们</span>有理由相信，<span style="color: black;">将来</span>AI搜索将大有<span style="color: black;">做为</span>，会催生出崭新的业务模式，<span style="color: black;">乃至</span>会诞生下一代的谷歌。<span style="color: black;">期盼</span>今天<span style="color: black;">相关</span>AI搜索的分析，能对你有所启发。<span style="color: black;">倘若</span>你<span style="color: black;">亦</span><span style="color: black;">期盼</span>在AI浪潮中有所<span style="color: black;">做为</span>，欢迎加入科技特训营，先人一步、看清<span style="color: black;">将来</span>。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">以上<span style="color: black;">便是</span>今天的内容，<span style="color: black;">更加多</span><span style="color: black;">仔细</span>的产业分析和底层<span style="color: black;">规律</span>，我会在科技特训营里分享，欢迎关注<span style="color: black;">全世界</span>风口<span style="color: black;">微X</span>号，报名加入。</span></span></p>
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