search
6 statements across 4 episodes · 5 bullish · 0 bearish · 5 people on the record · first statement Mar 20, 2024 by Alex Kantrowitz · across every show →
Everything said about search, oldest first
Mar 20, 2024 bullish
Apr 15, 2024 bullish
Mayer: Google is best positioned to remain the search leader post-AI
“AI is coming. It's going to change search in a really profound way. And Google still is, in my view, the company that's best positioned to be the leader in search at the end of this wave as it is right now. But it's going to mean leaning back into that, that o…”
Apr 4, 2025 positive
Suleyman: Conversational AI will replace traditional '10 blue links' search
“I think it's going to fundamentally change. I think instead of browsing 10 blue links, you're just going to ask your AI. It's going to give you a super succinct answer, show you images, maps, videos, all in the feed. You're going to give feedback and be like, …”
Aug 27, 2025 bullish
Reid: Generative AI unlocks search ideas Google failed at for 15 years
“Oftentimes we thought of the idea, 15 years ago, 10 years ago, five years ago, you tried, it didn't work, you tried, it didn't work, or you tried and it was more incremental. You can make a little bit of progress. Suddenly we're at a time where you try those i…”
Aug 27, 2025 neutral
Reid: Future search will be fluid and multimodal, not purely conversational
“So I don't think use cases are all one or the other. I think we'll see people interact fluidly. I also don't think it's just text, right? You said, is it quick or not? We've rolled out search live in search labs with AI mode. We have lens that's continuing whe…”
Aug 27, 2025 bullish
Fox: Google bets the traditional indexing-for-traffic web exchange remains intact
“The bet we're making is that the value exchange that Search has existed on for years is largely intact, and it still makes sense. Websites make their content available for indexing, and as a result of that, Google sends traffic to those sites.”