This article hits at the absolute perfect moment, you've totally captured the mood around Google's AI turnaround story. Really sharp analysis. I'm kinda wondering tho, with the initial fears about search shifting to AI, how do you see Gemini 3 truely derisking that for their core business, beyond just cementing their LLM lead?
I think there’s going to be ways to monetize AI through advertising, you’re already seeing OpenAI experiment with that. The core search business might still see some decel but as long as Gemini continues to gain traction, investors should be able to live with that
Monetize gemeni. Who cares about search
This article hits at the absolute perfect moment, you've totally captured the mood around Google's AI turnaround story. Really sharp analysis. I'm kinda wondering tho, with the initial fears about search shifting to AI, how do you see Gemini 3 truely derisking that for their core business, beyond just cementing their LLM lead?
I think there’s going to be ways to monetize AI through advertising, you’re already seeing OpenAI experiment with that. The core search business might still see some decel but as long as Gemini continues to gain traction, investors should be able to live with that