pull down to refresh

54 sats \ 1 reply \ @Satosora 1 Mar \ parent \ on: Most Undervalued S&P 500 stocks Stacker_Stocks
Im not 100% sure, but google wont be failing anytime soon. How many people depend on their services? Ai is just a small portion of what they are doing.
write
preview
0 sats \ 0 replies \ @gmd OP 2 Mar
IIRC search ad revenue is their cash cow accounting for ~2/3rds of their revenue.
AI is vastly superior to search and will slowly cannibalize this business, dividing the attention pie amongst the various AI providers, for which google is a player but not the leader currently, and slowly getting commoditized.
Outside of youtube, their remaining businesses cloud etc are hotly contested.
reply