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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: mungofitch 🐝🐝🐝 GOLD
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Number: of 21942 
Subject: Re: Not Happy
Date: 08/26/26 10:39 AM
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My concern about Google is that the search website is forced to show AI answer at the top instead of company listing. Most of the times I don’t scroll down to find other answers. That would reduce advertisement income overtime. It is ‘forced’ because if they don’t do it, others will.

This is definitely happening. The click through rate on results pages with an AI overview is *much* lower. But Google isn't unaware of it. It appears they are much more likely to give an AI overview on a search which is low revenue for them, and less likely if it's a high revenue topic.

Interesting article here looking at metrics of click through rates by topic and comments on their profitability
omnibound.ai - Google AI overviews statistics

...and a post I did on the Alphabet board attempting to address the question "is the increase in cost from adding AI Overviews a problem for Alphabet's cost base within pure search?"
mungofitch writes on Cost of doing business
Warning: it's mostly an AI overview of an AI overview, but I learned a lot.

Jim
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Members reply directly to mungofitch here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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