Yahya: Fully embracing AI would force Google to cannibalize search revenues
Ali Yahya · Crypto Experts Explain Stablecoins & the Future Financial System w/ Ali Yahya & Arianna Simpson · Jul 9, 2025 · at 17:52
Ali Yahya, General Partner at a16z Crypto, discusses how AI technology has shifted from sustaining innovation to disruptive technology that threatens established ad-search revenue models.
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“And I think that's actually becoming true for AI as well. Like I think that it was very, very true that AI was a very sustaining innovation. Before, but it's gotten so powerful that, that there are many elements of it that are disruptive. Like if Google wanted to really embrace AI, it would have to replace search. With an AI, with an LLM, instead of having its current model. And of course, that's a hard thing for it to do, given that's kind of the insane, insanely profitable business model that they currently have.”
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