Joe Teasdale, said: “The economics of AI chatbots are tough, with the free ChatGPT service constantly at capacity. So the golden era of ‘anybody can get an immediate, high-quality AI response for free, with no ads’ may be short-lived.”
“Google has a high bar for launching these kinds of products because of their low tolerance for reputational damage, and we have seen why last week with that embarrassing slip-up,” says Niamh Burns, online research analyst at Enders Analysis.
“But this kind of inaccuracy is a chatbot problem, not a Google problem. There’s no reason to think that ChatGPT is any more likely to generate accurate answers, and I’m not convinced any chatbot is ready to handle hundreds of millions of requests without some serious unforeseen issues.”
She added “People don’t click on ads because they are answering the kind of basic informational question a chatbot can answer."
Karen Egan, head of mobile at Enders Analysis, said the latest move from Liberty was ‘opportunistic’.
‘A 5 per cent stake will give them a voice and Liberty will be keen on deal-making – something that Vodafone has been accused of being too reluctant to do.’
“The real issue is that the price appears too high,” says Alice Enders at Enders Analysis. “Really what people are looking at is comparable deals, and it does seem like a lot.”
She added “The master rights holders simply cannot agree on the basic parameters of the sale.”
“Breaking up the News Corp stable is likely to release more value for shareholders in due course,” says Claire Enders, founder of Enders Analysis. “Rupert Murdoch did not have convincing arguments for value add.”
She added “There will have to be much renewed discipline at News Corp. We are always sympathetic to protecting plurality (everywhere) but it isn’t an argument the stock market has any time for. There is still time for digital transformation of those titles that can make it.”
"The risk for Google is that Bing catches up as a product, and siphons usage away," Joseph Teasdale, Enders Analysis' head of tech told Insider.
He added that Google "delivers better results for advertisers, with higher click-through rates, particularly on mobile, and it commands higher prices, suggesting a higher proportion of clicks lead to conversion, or that conversions are more measurable."
“The Guardian has a central mission to deliver quality journalism free of charge to a broad audience,” said Jamie MacEwan, a senior research analyst at the media research firm Enders Analysis. “It is one of the few publishers to offer such large reach in a premium context.”
The latest Ofcom figures show that broadcast viewing by 16- to 24-year-olds has dropped by two-thirds in the past 10 years. Additionally, the Brits’ viewing figures for all ages halved in the past decade, showing a bigger decline than the Baftas, and one worse than the overall all-ages viewing decline, said TV analyst Tom Harrington, of Enders Analysis. The BPI stressed the Brits’ engagement with young fans across social media and YouTube, citing 44m views across performances and highlights from the 2022 show on its official YouTube channel, in addition to viewing figures that gave ITVX its best single day of 2022 until Love Island started in June.
