Good writing. One extra thought: the slow growth in enterprise search and the absence of dominant vertical search engines will be different on applying LLM to enterprise/verticals. A more capable LLM has the ability to improve vertical LLM a lot without much customization (other than some general approach to data and alignment). However a more capable search doesn't always propagate their advantages when restricted to a private data corpus.
However, the biggest uncertainty is still the commercialization model. The subscription + enterprise API feels just the beginning, cannot wait to see how it evolves to be the real money making machine.
Good writing. One extra thought: the slow growth in enterprise search and the absence of dominant vertical search engines will be different on applying LLM to enterprise/verticals. A more capable LLM has the ability to improve vertical LLM a lot without much customization (other than some general approach to data and alignment). However a more capable search doesn't always propagate their advantages when restricted to a private data corpus.
However, the biggest uncertainty is still the commercialization model. The subscription + enterprise API feels just the beginning, cannot wait to see how it evolves to be the real money making machine.