
The $100B AI Question, and the Countdown to January CPI 2/13/23
CNBC's "Fast Money"
00:00
Google Search Is Not Going to Last Longer Than It Used to Be
I think Google is fundamentally impaired by this transition to AI. It's a classic innovator's dilemma story where they claim they have technology. They could do it if they wanted to, but the transition to AI really imperils both the cost structure of search and their ability to generate revenue off search. Their entire business model is built around taking people and delivering them to the next site.
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