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A much better split would be:

Chrome + Display Ads Android + Playstore + App Ads


IMO the best split would be:

- All Google consumer devices and products (Pixel, Chrome, Android, Nest)

- Search

- Ads

- YouTube

Search, Ads and YouTube could all survive and prosper on their own and then the Google devices company can pursue a similar strategy to Apple, have devices pay for software.


How could search survive without ads? Charge users per search?


Search could still serve ads. It would just have to integrate with Google Ads in the same way a non-Google user would.


Sell ads to the highest bidder which could be the other entity or someone else.


How would you compare your product to elicit.ai?

In my opinion elicit has better looking UI and much more features and further along


I think the biggest difference is our focus on search quality, and being willing to spend a lot on compute to do it, while they focus on systematic extraction of data from existing sources and on being fast. It's a bit of an oversimplification (they of course have search, and we also have extraction).

Feature-wise, we definitely have a lot of work to do :) What crucial pieces do you think we're missing?


From what I understand, that’s not the case. They are working on both. I’d be concerned about how you can differentiate and compete with them. They have a big head start


In my experience, elicit’s big weakness is accuracy.


The proposal needs to go further and expand the scope of the rules to stock options as well, which is where most of citadels revenue comes from, being the contraparty to options trades of robinhood yolos.

If someone can add that as a comment to the rules to the SEC that would be fantastic.


Options already have to go through an on exchange auction process


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