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search advertising

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jun 30, 2025 by Reed Albergotti · across every show →

Everything said about search advertising, oldest first

Jun 30, 2025 neutral
Opinion
Albergotti: Google is a good long-term bet despite threatened search ads
“Google of all the companies has so much going for it, right? I think they're a pretty good long-term bet, but this cash cow, you know, search advertising thing is like, you know, totally threatened by this new model.”
Reed Albergotti Jun 30, 2025 ▶ 11:36 The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch
May 7, 2026 negative
Insight
Shevelenko: Ads alongside AI search answers undermine perceived accuracy
“When a core value prop of perplexity is accuracy it's really hard to reinforce that to users when you also have ads running alongside the answer.”
Dmitry Shevelenko May 7, 2026 ▶ 8:04 AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
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