Jun. 21 at 5:38 AM
$GOOG Makes so much from Search. They might make a little from AI.
I think we can all agree that a lot of companies either need to or should advertise.
I don't know what
$GOOG is planning but until they have alternative earnings growth I would NOT!!! be long
$GOOG.
I think companies like
$TTD are likely to get a lot more ad dollars as the internet as we know it changes and Internet ads just don't matter.
Based on my own internet logs that I keep my use of Google search dropped 94.78% in May 2025 vs May 2024.
I know I am typically well ahead of the curve but eventually most people will stop using search and stop going to most websites.
I do admit I do use ChatGPT more these days, grok is having issues with chrome. I do use Gemini for coding but I use other products for most of my code.
I don't think YouTube can save Google, but I do think in a couple years YouTube searches will surpass Google searches done by humans.
