Most recent earnings show continued growth in queries and ad revenue. Phillip made clear we’ve not yet begun to see the full potential for ad placement in ai results. I’m very bullish long term Google.
There are discussions here on HN where Google is juicing search growth by simply raising prices or doing shady things like getting rid of exact match. This can raise revenue temporarily but will lose long term.
Total human search volume has likely already started to decline.
Further more, we are at a point where searching in ChatGPT or AI apps is simply better and faster than Google.
In this new world, Google is not the leader nor a monopoly.
There are discussions here on HN where Google is juicing search growth by simply raising prices or doing shady things like getting rid of exact match. This can raise revenue temporarily but will lose long term.
Total human search volume has likely already started to decline.
Further more, we are at a point where searching in ChatGPT or AI apps is simply better and faster than Google.
In this new world, Google is not the leader nor a monopoly.