12 Comments
User's avatar
J Y's avatar

I strongly concur with your take and believes that the media has been blowing this fear out of proportion. The subscription model of ChatGPT perplexity etc has yet to be proven successful since the massive ongoing compute and inference costs cant be covered.

I’ve made my bets on Google and will continue to add during the dips

Expand full comment
Felix's avatar

Yes, I do agree with you. You are absolutely right. The future of Google is still bright. Did you buy yesterday?

Expand full comment
J Y's avatar

yes I added some yesterday. I've own Google shares since Covid so I continue to add to my position whenever I see fit

Expand full comment
Greg ┃The Elevator Pitch's avatar

Good writeup! Love the “shifting sands” title!

Expand full comment
Felix's avatar

Thank you, Greg! Appreciate it a lot!

Expand full comment
Jacob B's avatar

Skimmed through, but will be reading tonight!

As a Google shareholder, I’ll just paraphrase what Pichai said in an interview a while ago: information is never consolidated. It always has been and will always be spread out among a few companies/outlets.

First it was newspapers and MSM, then it was Google and the internet. Now it’s LLMs, social media, TikTok, and Google. I don’t think this means Google is in danger, just that technology is evolving. Which if Google plays along, is a compliment to its dominance.

Expand full comment
Felix's avatar

Appreciate it a lot! It’s a great feeling knowing that there are people like you reading my articles!

Expand full comment
Jacob B's avatar

Wow, I'll say the same to you! Great article. Just finished reading. Better than skimming haha!

Expand full comment
Felix's avatar

You couldn’t have phrased it any better, Jacob! Spot on!

Expand full comment
The Dollar Download's avatar

Very in-depth article Felix, I thought it was well-written and researched and offers some really good insights into the current state of Google search and AI.

Expand full comment
Felix's avatar

Thank you Colin! Appreciate the feedback!

Expand full comment
Chase Bradley's avatar

Really enjoyed this deep dive. Totally agree that Google isn’t dying — it's adapting, and the integration of AI into search (SGE, Gemini) is the next logical evolution. One thing I’ve been thinking about is how the 'search vs chat' experience might split based on user intent: when someone wants exploration (browsing, comparing), search stays king. But when someone wants a decision shortcut (like 'give me the best X'), AI chat could keep gaining ground. Seems like Google’s hedging for both paths at once. Really curious to see how user behavior data ends up shaping future updates

Expand full comment