Subject: Re: AI helping, not hurting search..
Gene Munster, who had recently been negative on Alphabet, now getting more positive. FWIW

This is the first in a two part series examining the future of Google Search in an AI first world. We present findings from our study of 200 queries designed to better understand how Google is using and monetizing AI Overviews and AI Mode. The second report coming out on later this week, will look at what Google may be developing next to help save and potentially advance Search.

https://genemunster.com/the-fu...

"When the facts change, I change my mind. What do you do, sir?"