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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (77963)	8/30/2025 10:57:13 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78498

People are. Is if that AI usage and monetizable search for products are two different use cases. Google already enhances their product search with AI, which is a threat to websites with content which are basically now already disrupted by AI summaries (people read the AI summary rather than then going to websites directly). This is nit a problem for Google though. I think Google search will be fine. They also have tremendous traction with Google cloud, which benefits from their AI stack as well as Waymo. YouTube is also string contributor. I think the main market for AI will be in the corporate sector not for consumer usage.