Kim: AI chatbots threatening search positions Meta better than Google
Tae Kim · FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race · Mar 30, 2026 · at 27:10
Semiconductor analyst Tay Kim discusses Meta's competitive moat and AI spending compared to Google's search advertising vulnerability.
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“Like, no one's going to replace better digital ad position. I mean, like, I would even say in the AI world, they're even better positioned, because Google might lose digital ad share to AI chatbots, their search position in the future. So, like, no one's going to replace Instagram, no one's going to replace Facebook, billions of people are still going to use those social media apps, and You know, it's every six, six months to 12 months, everyone goes through this bare metacycle, but their pure competitive position really hasn't changed.”
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