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seekinganythingbutalpha
@ivanalog_com
Focus on 1) Technology and Dividend Blended 2) Drawdown protection. Check highlights and articles. No investment advice. Now building ModelDock
Joined October 2011
772 Following    17.2K Followers
Google is going to be the biggest faucet business, or at least one of the very few.
Reddit call was absolutely fascinating. Everyone should listen to it as a bellwether for where the internet is going - AI Mode is increasingly default Google experience - AI Mode provides rich info and data in line, less incentive to leave search - AI Mose incentivizes dialog, Google wants to keep you engaged to serve more ads at each turn - Google will milk search for as much revenue as possible as they transition from a search company to a cloud service and chip company - As traffic from humans becomes more scarce this will put Google in an increasingly adversarial position to the rest of the internet - This is a massive headwind to all media type companies who are not destinations - This is a massive headwind to all content-driven go-to-market motions especially in the SMB. You have seen companies like HubSpot and get crushed by this funnel collapse We are entering the end game - a knife fight for the remaining and dwindling volume of human traffic on the internet
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