Google's reliance on an ad-centric revenue model conflicts with the emergence of AI agents, which operate through AI browsers like Perplexity's Comet. Aravind Srinivas highlighted that Google's testing of agent-like tools is hindered by its need to maintain ad revenue. Fewer user clicks result from AI agents making decisions on behalf of users. Srinivas criticized Google's organizational structure, describing it as bureaucratic, with too many decision-makers that slow down innovation compared to smaller, agile teams like Comet's.
"They need to embrace one path and suffer, in order to come out stronger; rather than hedging and playing both ways," he wrote.
"It's a giant bureaucratic organization, with too many decision makers and disjoint teams," he wrote.
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