Illiquid(@illyquid):$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.

Illiquid

@illyquid

FundaAI. Also writes about the AI value chain at Collyer Bridge.

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Illiquid@illyquid

2026.10.29 12:54

$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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