Caltech Executive Education转发了
Google, once the undisputed leader in “Googling” (aka search), now finds itself playing catch-up in the race to integrate AI into search, according to a recent Bloomberg article. Google's reluctance to fully embrace AI-driven search sooner mirrors the classic cases of Kodak, Blockbuster, Nokia, and BlackBerry.?These companies all had dominant market positions but failed to disrupt themselves. They waited too long, resisted necessary change, and underestimated new players.?Google now faces a similar moment of reckoning as AI reshapes the search landscape. ? So What? Google’s delayed AI adoption can be attributed to several issues, including 1) Fear of disrupting its revenue model – Google’s ad-based search business thrives on link-based results, which AI-generated answers could undercut by reducing clicks on ads. 2) Lack of competitive pressure—until ChatGPT – for years, Google had no serious challenger in search. OpenAI’s ChatGPT and Microsoft’s AI-powered Bing forced Google into a reactive position rather than leading the charge. 3) Bureaucratic slowdowns – despite having top AI talent, Google's internal structure has led to slow decision-making, missed opportunities, and delayed execution compared to leaner AI-first competitors. ? Now What??This (again) is a great “watch out” for B2B companies setting their strategies: avoiding risk can be just as dangerous as taking it. - Don’t let legacy success blind you, cannibalize yourself – Google’s dominance in search made it slow to embrace AI. Are you able to challenge your own models before competitors do? - Empower execution, not just research – waiting too long to embrace AI, automation, or new tech can mean losing ground to more agile players. Are you prioritizing speed, decision-making, and deployment? - Test, iterate, & adapt quickly – AI is moving at an unprecedented pace. Have you adopted an experimentation mindset, continuously testing and adjusting your strategies? Photo source: Google #Caltech #Strategy #Insights