Post #617 by Philly Tide on the Falling Knives board

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Investment Strategies / Falling Knives

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My observation was they were moving away from traditional search already, in the sense that instead of pointing you to a website they often just give the results. For example, this happens when you search for the weather or stock tickers. Google search already has an AI feature that gives you a generated result each time. I believe the key is learning your preferences rather than displaying websites.

I have noticed that as well, but two things.

1. For a lot of my searches, I am just using an AI app so I never go to the website. I expect this to increase as AI improves.
2. When you search on the web and get the answer, you aren't clicking on those revenue generating sponsored links.

Don't get me wrong, I want to own GOOG for youtube and other assets, but I fear if they lose a big chunk of that search revenue, the price will be in a downtrend for a while.

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