Google Splits The Web

John Battelle
3 min readMay 15, 2023

(Original post at Searchblog)

Last week I was traveling — and being in four places in six days does not make for a good writing vibe. But today I’m back — and while the pace is picking up for the annual Signal conference I co-produce with P&G, I wanted to take a minute to reflect on last week’s news — no, not that CNN shitshow, but Google’s big I/O conference, where the company finally revealed its plans around search, AI, and a whole lot more.

Leading tech analyst Ben Thompson summarized how most of the pundit-ocracy responded to Google I/O: “the ‘lethargic search monopoly’ has woken up.” He also noted something critical: “AI is in fact a sustaining technology for all of Big Tech, including Google.” Put another way, the bar has been reset and no one company is going to own a moat around AI — at least not yet. Over time, of course, moats can and will be built, just as they were with core technologies like the microprocessor, the Internet itself, and the mobile phone. But for now, it’s a race without clear winners.

Head to The Verge if you want a summary of what went down at I/O — beyond AI, Google doubled down on devices — positioning itself as a serious competitor to Apple (I’ve been a Google Pixel user for years, and all I want is for the two companies to figure out how to deliver a text…).

But we’re all about AI and search here at Searchblog, and damn, there was finally some real talk about how the peanut butter and chocolate would be combined. As The Verge put it, “The single most visited…

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John Battelle

A Founder of The Recount, NewCo, Federated Media, sovrn Holdings, Web 2 Summit, Wired, Industry Standard; writer on Media, Technology, Culture, Business