Is Google's Search Monopoly Under Threat? | The Brainstorm EP 67

Can you imagine a future without Google? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the competitive landscape of AI search engines and the implications for Google, as well as the emerging business opportunities in curing rare diseases through innovative therapies.

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.

Key Points From This Episode:

• The future of search may involve a shift to AI-driven operating systems.
• Google's search dominance is being challenged by AI competitors.
• AI search provides more text-rich responses compared to traditional link-based results.
• Insurers are willing to pay high prices for cures based on long-term savings.
• The market is underestimating the value of one-time treatments compared to ongoing therapies.

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