AI search may be worse, but it also makes less money
https://www.youtube.com/watch?v=YLtko3ouLqI&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20261029-ai-overview-damages-google-ad-revenue-stock-crashes-12 - podcast
time: 5 min 40 sec
their profits went up a huge amount, just not as much as the speculators had hoped for.
Their data center spend was a little less than anticipated but their forward projections on data center spends is enormous.
there’s no good news in any of this