at work i compromise on honest
in my relationships i compromise on likable (a little) and (outwardly) perceptive
got pizza w @siddjain99 today and he gave me a paradigm I thought was super interesting:
You can only be 2 of the 3: perceptive, honest, and likable.
You can be likable and totally honest, but usually this means u don’t perceive the points of conflict between you and others. You can idolize someone totally sincerely bc you don’t see their flaws. You go along w everything they expect you to say bc you don’t know your own taste and disposition well enough.
Being maximally likable + perceptive REQUIRES dishonesty. Ofc honesty is a spectrum. Most people don’t outright lie, but they will exaggerate/downplay things based on what the person they’re talking to would like to hear. For example, maybe ur on a date. You enjoy reading but (more so) playing video games. The girl ur talking to is very into books so you lean into the reading, and she’s left w the impression you read like every day and play video games once a month, when in reality it’s the opposite
If you understand yourself and others well, the most honest version of you will put some people off by definition, because any misalignment will bubble quickly to the surface.
Sometimes it makes it sense to be maximally likable, sometimes maximally honest. I think people who struggle to find connection are actually trying too hard to make people like them, and are maybe too good at it. therefore their lives fill w people who don’t actually resonate with their full, complex selves.
This is especially true in dating, where the goal (a happy and lasting marriage) requires someone who is fully in alignment with you, even on things others dislike. Too many people treat dating as a rizz game, trying to maximize optionality or get w someone out of their league. people who do it well find the right trade off between likability and honesty. They charm less people than they theoretically could, instead choosing to filter unaligned people out early at the cost of their vanity.
i mean, it sounds like they're making the rational choice. if llm search eats your lunch and it's not going anywhere, why not burn trad search to the ground and grab whatever you can before it's gone? golden goose is sickly, just kill it now
As someone who has personally spent $500k / mo+ on Google Ads for years, I can tell you with certainty:
This revenue growth in Search is artificial & extremely unhealthy for Google’s business long term
Search volumes are declining as legacy search is being increasingly cannibalized by non-monetized LLM queries
Google’s response?
Manufacture revenue growth via short-sighted, highly extractive, customer-hostile tactics. I.e. charge advertisers more for lower quality clicks, including clicks they do not want and explicitly did not approve Google to charge them for
A few examples to illustrate:
For all of its history until recently, Google operated on a 2nd price auction model
I.e. if you bid $5 CPC and the next highest bidder bids $1 CPC, Google charged you $1.01 for the click (one penny more than the 2nd highest bidder) rather than the $5 you bid
This was a genius move by Google early on as it incentivizes advertisers to input their true maximum willingness to pay rather than trying to play the game of bidding low and constantly adjusting to try to stay just ahead of the next highest bidder while still not paying too much
However recently, Google silently deprecated the 2nd price auction and began charging advertisers as much as their bid and budget caps allow, regardless of what anyone else is bidding
It’s a short-sighted cash grab at the expense of the long term health of the advertiser ecosystem
Making thing worse, Google also recently nerfed keyword targeting precision
Google previously had precise keyword targeting settings that allowed advertisers pick individual search phrases to bid on, defined down to the character w/ exact match or phrase match targeting
This was one of the core features that made search advertising magic, enabling advertisers to run extremely precise campaigns based on exactly what their target customer typed
But now, even if you bid on a specific term or phrase using the strictest exact
-match targeting settings, Google will show your ad across 1000’s of unrelated keywords, labeling them as as “exact match (close variant)”
The definition of “close variant” means whatever they want it to and changes constantly. The result is advertisers get billed for clicks that are totally irrelevant to their business and that their targeting settings explicitly forbid Google from targeting. Google does it anyway and there’s no ability to turn this off
So now exact match is broad match, and broad match is just meaningless spam
This is all very bad for advertisers, but for Google, it allows them to show your ad and bill you for clicks across 1000x more searches that were previously going unmonetized (mainly because they’re garbage queries no one wants)
This is how you grow revenue atop declining search volumes
Lastly, and perhaps most egregiously, Google quietly stopped respecting budget caps by a factor of 2x. For example campaigns we’ve been running for years with $1000 daily budget caps suddenly began spending $2000+ per day
And the extra spend is entirely on the garbage keywords Google arbitrarily throws in as “exact match (close variants)” which have no value to our business, but can’t be turned off
Google offers no refunds nor any recourse for overspend or spend on keywords you explicitly did not target
These are not the actions of a healthy business. These are the actions of company whose core business is in decline but desperately needs to pump quarterly earnings so Wall Street will continue to fund insane capex while hopefully looking through their rapidly deteriorating negative free cash flow
Google operated a benevolent monopoly for the better part of 25 yrs
Meaning the value Google captured from Search was but a small fraction of the value it created, and that spread produced a potential energy that justified expectations of high earnings growth far, far into the future
This is now no longer the case
At the alter of AI capex, Google is sacrificing the golden goose
(beat drops)
m 🍥 retweeted
caught the anna uddenberg show before it closed. real fucking freaky, just like i asked
collorary to living in a world where every fucking tech company is named after a scifi/fantasy thing, we get to have death cults named after YA literature. incredible time to be alive
some cool rhetorical moves on the tl
- you said something transphobic? i get to say something racist!
- a trans woman said it's bad? well a (cis) queer person disagrees, therefore invalid
- a twoc said something? let's quote her but talk about white tw instead
i agree that they are different and cannot be compared, but i think detransition is treated way too lightly.
would you ask any other woman to cut off her breasts, go on t and dress and act like a man? would that make her oppression something she can just hide?
made me feel like i got punched in the face. thanks @weardjupiter for making me feel that way




































