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> But in the long term

In long term, there won't be free content for Google to scrape and display in search results knowledge graphs as ad supported / free content businesses shut down. Of course, google can create its own content and does so to feed the knowledge graphs, but it's way more expensive to do so. And the math might not be worth it for google manufacture from scratch all this content.

So then folks won't use google, but will they go direct to Yelp 2030? Will there be Yelp 2030?




Google's ad network provides a lot of support to these "free" content options. Google is not bad at creating own content, the amount of data for example they can slurp up from phones running google maps is pretty darn high.

Our local govt has traffic sensors for the highways - huge bucks to install / maintain etc. I can get more granular traffic that is more current from google for free. If you are going to compete with google in a data management / collection business, you are going to be playing with firm with pretty deep ability to ingest and process data.




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