$40.7 Billion.

That's how much revenue Google made from search based advertising in it's quarterly results for June 2022. With 93% market share of search Google is a monopoly.

It's no wonder that "I'll just google it" has entered the common vernacular.

Microsoft's CEO, Satya Nadella, is a ninja.

"Let your plans be dark and impenetrable as night, and when you move, fall like a thunderbolt." Sun Tzu

If you played World of Warcraft (guilty), Satya is the equivalent of a duel wielding subtlety spec rouge. Except he doesn't have daggers. His weapons of choice are Bing and Edge.

Shadowstep. BOOM! No one saw him coming.

In a killer move Satya Nadella made search the battleground.

58% of Google's revenue comes from search based advertising.

Google is frighteningly reliant on search and as a result is extremely exposed. It's no wonder that they rushed Bard into production.

Conversely, MSFT's advertising revenue from search is insignificant. However, the digital advertising market is worth around $570 Billion. So perhaps Microsoft gets a bigger slice or maybe AI chatbots kill traditional search altogether.

Either way it's bad news for Google.

Over 1 million people signed up for Bing with Chat GPT in 48 hours.

"You come at the King, you best not miss." Omar Little

The Microsoft launch of Bing powered by OpenAI was a masterstroke.

Not only did it perfectly ride the coattails of the Chat GPT phenomenon but it, almost ironically, delivered the knockout blow with the unloved and often derided Bing and Edge Microsoft products. Bill must be smirking in his hush puppies.

In an almost perfectly choreographed comparison, the Bard AI launch completely tanked.

You couldn't make this up.

But maybe Satya Nadella just did.