[wrsh07]

My hot take here is there searches will drop some but overall the thing we know as search will be fine because it will evolve. And revenue will go up.

I mean, the product might not be called Google search, but the thing that Google search transforms into will likely make more money than it does today and my bear case is that it would still make >80% of today's watermark.

Also Google's going to grow auxiliary businesses around AI that will change the balance of their assets dramatically (waymo is ~nothing right now, cloud is growing well, and there's no reason Google shouldn't be able to produce a top coding model for speed if not frontier level)