Illiquid
@illyquid
FundaAI. Also writes about the AI value chain at Collyer Bridge.
가입 July 2024
673 팔로잉 중 17.9K 팬
$GOOG search might be the victim of disinformation in the same way the rest of the chip sector is.
Search query growth hit a five-year high. On X this is often explained as a surge of chatbots and agents running unmonetisable Google searches. However, I have yet to see any credible, experienced commentator make this point, and a simple *search* suggests that Chatbots and Agents outside Google don't use Google Search.
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