Post #138 by tedthedog on the Alphabet board

Stocks A to Z / Stocks G / Alphabet (GOOG)

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and I’m Not Going Back

Ads and search-optimized junk made a mess of the go-to engine. Now ChatGPT, Perplexity, Claude—and even Google’s own AI—do it better.

Key Points

AI chatbots like ChatGPT and Perplexity provide clear, human-sounding answers to search queries, eliminating the need for scrolling through sponsored links and clickbait.

AI search excels in providing concise information, product recommendations, and how-to guides, while Google Search remains superior for accessing specific webpages and accurate local information.

While AI chatbots offer convenience, it's crucial to verify information by clicking on source links to support trusted sources and maintain the open web.

I find myself starting to use AI instead of search more and more as well. I am polling other people as well and I am getting similar answers. I know Google will be big in AI, but I can't believe they will be as dominant as they are in search, leading me to conclude that search revenues will start to decline.

Interested to get other's thoughts

Link (free)
https://archive.fo/VhZ5F

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Just my opinion, FWIW.

Google stumbled a bit out of the gate rolling out its AI, but it has an extremely strong research team and managerial team and lots of money, and so I think they will do very well with AI/search going forward.

Those whole heartedly embracing 'AI search' should keep the AI hallucination problem (made up facts) in mind. Always independently check whatever an AI says. Perhaps "Google it" (:->
AI's that provide sources for its answers helps, I was being a bit facetious.

As for Alphabet: they are at the cutting edge of a number of areas, one is designing new drugs using AI, led by Dennis Hassibis who won the 2025 Nobel Prize in Chemistry for solving the protein structure prediction problem with AI.
https://techcrunch.com/2025/03/31/alphabets-ai-dru...

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