This is mostly regarding chromium switch to manifest V3 from V2, but also de-adblocking google chrome in general. For context, google apparently spends an eye watering 26 B$ a year to be a default search engine on browsers. All of that with chrome taking 75% of browser market + edge being not buyable - so they efectively spend around 26B to acquire 20% of market. From this we could estimate that a loss of market share of each 1% costs them an additional 1B a year (obviously it is not that simple - the deal will probably not scale that linearly with market share, but it is probably a good enough estimate for our needs).
Now - the thing is - if adblockers stop functioning on chrome, a lot of people will consider switching. Adblocks are pretty main stream at this point, and those who use it today will certainly immediately "feel" it not working, and look for alternatives - like firefox on which everything is going to continue to work as expected. And both browsers are effectively identical for 95% of users. They usually pick chrome because everyone uses chrome.
We can argue about "power of defaults" and "most people do not switch", but to be honest - its not like chrome needs to stop being no. 1 for google to feel it. If chrome goes down from 75% to 65%, it is about 10B a year.
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