Microsoft's WeChat has exceeded 100 million daily users in 30 days, a huge victory!

Author| Yan Zheng

Reviewer| Qianshan

Microsoft said that Bing has exceeded 100 million daily active users. This is the latest progress of the new Bing released one month later. .

It’s not difficult to recall Nadella’s uncontrollable joy in an interview with foreign media The Verge last month: “Google is the 800-pound gorilla in the search field,” “I want people to know, It was Microsoft that made them dance.”

Now it seems that the combination of OpenAI has indeed provided Microsoft with a powerful trump card to defeat Google search: in one month, daily active users soared to 100 million, and one-third One is the new users launched by the new version of Bing.

1. Conversational search has been verified

So, what is the specific performance of these one-third of new users?

Before the launch of the new Bing, there were only about three chats per session on average, but since the launch of the new version, the number of chats has soared to more than 45 million. Additionally, 15% of all chat sessions have been using Bing to generate new content.

At the same time, the launch of Bing’s AI chatbot on the mobile side has also pushed the search engine to a new level of popularity, with daily active users increasing six times compared to before its launch.

Yusuf Mehdi, Microsoft’s vice president of modern life, search and devices, wrote today that the appeal of the new Bing validates our view that search is an innovation and will "Search Answers Chat Creation" combined with a unique value proposition.

Of course, being able to harvest one-third of new users so quickly is by no means entirely due to the large language model, but also to operational methods. For example: Microsoft Edge browser sets Bing as the default search engine. If the user insists on switching to other search engines, the Edge browser will repeatedly prompt: "Begging" the user to switch back to Bing.

The second factor driving trial and usage is that our Bing search quality is at an all-time high as Bing's core web search rankings improve dramatically in relevance thanks to the introduction of the Prometheus model .

It can be said that Microsoft’s ambition to dominate with the help of AI is different from Huawei’s “sticking in the window” style of announcing that it will build a car, and it is undoubtedly exposed.

2. Microsoft’s AI getting rich plan

Because Microsoft has a more ambitious plan for AI.

Some people in the industry previously believed that Microsoft’s plan to integrate ChatGPT into the search engine was by no means a hasty decision. It started preparing for this at least 4 months ago.

I’m afraid this matter started in 2019 when Microsoft signed a new technology cooperation agreement with OpenAI. Someone inside Microsoft said that in fact, Microsoft has been trying to integrate all versions of OpenAI's GPT language understanding model into Outlook for a long time to provide Outlook users with more useful search results when they look for information in their inboxes.

Now it seems that they have found the right route. According to Microsoft Vice President Mehdi, they are currently discussing adding OpenAI's artificial intelligence to Word, PowerPoint, Outlook and other applications, so that users can automatically generate text through simple prompts.

Microsoft’s AI wealth plan is about to come out:

Conversational AI search will seize the search market share; and after Microsoft365 joins GPT-4, it will be among the more than 1 billion users who use Office. Starting an office revolution:

First, Outlook can understand which emails customers may be searching for, even if they don’t enter the exact keywords in the relevant emails.

Secondly, create chatbot-style programs in office software such as Word and Outlook, or improve users' writing, such as where should be changed and where can be deleted. These programs are similar to OpenAl's "top-notch" ChatGPT, which can write a complete set of text according to prompts.

However, is it just search and office work? Every ecosystem of Microsoft is likely to undergo a GPT innovation. Don't forget, there are also Azure and Github. Especially in the field of coding, ChatGPT is also a good hand for writing code.

3. Every point taken back is $2 billion. Weeks after Microsoft laid out plans to increase revenue in the digital advertising market worth about $500 billion, Microsoft Published the latest statistics on Bing Chat usage. "Every 1 percentage point increase in search advertising market share represents a $2 billion revenue opportunity for our advertising business," Microsoft Vice President of Finance Philippe Ockenden said on a conference call with analysts last month.

In the past 12 months, Microsoft's advertising revenue has grown to $18 billion, compared with $10 billion in the previous fiscal year. That's largely thanks to Bing, but Microsoft still has a long way to go before it can come close to the more than $200 billion Google will generate from advertising in 2022.

Although the new Bing's 100 million daily active results are impressive, Microsoft realizes that it is still only "a small, low, single-digit share player" and it will be difficult to challenge the dominant Google.

In 2020, Google’s daily users have exceeded 1 billion. Although Google has not disclosed the latest daily activity data, StatCounter data shows that Google's search engine market share in the United States is usually slightly less than 90%, compared with only 6% or 7% for Bing.

4. What are Google’s next steps to curb Microsoft?

Although Google’s dominance in the search engine field is still unshakable, the emergence of ChatGPT still brings full pressure to it.

Driven by this sense of urgency, Google released the "self-developed version of ChatGPT" Bard in early February this year. Unfortunately, the debut crashed and attracted ridicule. Its market value evaporated by nearly 100 billion US dollars overnight. But will Google stop there? Of course it's impossible.

According to an audio of a Google all-hands meeting obtained by CNBC, regarding internal doubts about Bard within the company, Bard’s product lead Jack Krawczyk responded: “I just want to be clear: Bard is not just about search. . This is an experiment in the artificial intelligence cooperative services that we talked about." In addition, he also said that of course, we can't prevent users from using it like a search engine. Google is still catering to those who want to use it to search, and the company A new feature has been built for internal use: Search It.

The implication is that Google will further combine AI with search in the future, but for now, search is not the original intention of Bard’s existence.

Although this is also suspected of whitewashing, it also reveals some information. At least Google will continue to delve into conversational AI and find suitable scenarios that can be combined with search to improve user experience.

Fortunately, Google still has enough time to debug and optimize. What Google has to worry about is not to have problems after the product is released. Recently, Bing Chat has experienced overturning and missteps in its interactions with users. This is undoubtedly a lesson for Google.

Of course, if Google wants to curb Bing's rapid development, it will definitely need other support.

Speaking of this, we have to mention the history of Chrome, which single-handedly defeated IE in just ten years and became the most popular browser in the world. In the past, Microsoft's arrogance and the closure of IE browser gave Google an opportunity to create a new operating system for the open network.

Because from the beginning, Google has regarded Chrome as a platform, not just a browser, so it has been building extensions and third-party ecosystems around Chrome, gradually building a new open source ecosystem of borderless innovation. .

Open source is a big killer. Last week, the large Meta model "LLaMA" was open sourced by Github, which is somewhat of a blessing in disguise. Now, instead of messing up the situation and using Bard to compete head-on with ChatGPT, Google might as well avoid the minefield and give full play to its strengths: integrating the unlimited resources at hand to open up new roads. In the future, it will take time for Google to respond to Microsoft's increasing pressure, whether it will reach a trough or climb to a new peak.

5. Written at the end

For Microsoft, this is entirely an opportunity to increase usage and seize market share from Google.

Microsoft's follow-up actions were quite sharp when ChatGPT broke out: first it outflanked Google in search, quickly launched the new Bing in early February, and then last week integrated ChatGPT into its own star product Office , try to let Outlook and Word automatically send emails, smart writing, etc.

The power of the GPT model has entered daily life and work. The perspective returns to China. Big companies such as Baidu, Alibaba, and Tencent, as well as "Wang Huiwen" who started a business to recreate "China OpenAI", are about to give it one after another. We will wait and see for their respective answers!

Reference link:

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