$Alphabet(GOOG)$ $Alphabet(GOOGL)$
The main argument is that LLM’s will take clicks away from Search which currently is around 57% of Googles revenue 🤔
Counter arguments 👇
People are acting like LLMs are some kind of search killer, but Google’s still the internet’s front page. It’s not just about clicks, it’s about habits, infrastructure, and the insane scale they already operate at. 14 billion searches a day vs. a few million AI prompts? Not even close.
Plus, Google’s AI stack isn’t some side hustle — they’re deep in every layer. Gemini, TPUs, Firebase, SGE, you name it. And let’s be real: monetizing search is a well-oiled machine. LLMs? Still figuring that out.
AI is a shift, not a death sentence. Google has the pipes, the profits, and the playbook. Betting against them this early is just noise.
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