The Gemini rollout is a major screwup. However, Google has huge market share in browser, android, etc. Most of us use chrome/ google for search. Will you continue to use google/ Gemini?
- Yes
- No
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voters
If MS CoPilot on Windows is any indication, Google will probably integrate the ânew improvedâ version into Chrome etc. whether we like it or not
No reason to believe they wonât figure it out soon enough 
Probably. Right now, for search everyone chooses Google, if there are other options available, will Googleâs moat be impacted? I donât know. But for now, I have to assume Googleâs moat in search is under attack and we need to see how they are going to defend it. Are there going to be any heads rolling in Google for the botched Gemini release? Donât know. But so far they are not inspiring.
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In search Google almost has monopoly. It became a verb âgoogle itâ. Now, the LLMâs could potentially threaten its monopoly. Tech industry moves in platform shifts, if you see the second picture, you will instinctively realize, the most dominant company of the previous cycle didnât retain their position/ market share, etc.
This is my long-term concern on Google, in any case, google is only 0.05% of my portfolio, so there is no serious economic impact.
I increased my position post Apple-google deal but mostly on technical consideration. Better be lucky! I needed it after META 
Still very early, but google is viewed as AI winner or at least not a AI loser as of now.
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I think google has more room to run.
This is METAâs chart, you can see how after the earning it still moved up by another 18%. I expect further move from Google similar to META post last earnings.
Lastly, this is a small sample of keep adding to your position
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Today apple announced their partnership with OpenAI, how it will be part of the iOS, etc. So in future when a query comes Apple is going to send it to ChatGPT instead of Google or at least on some queries.
Now, if you are Google, the question to ask is, why am I paying Apple $20 B⌠yeap Google is paying yearly $20 B to Apple for search. May be in future they may integrate Gemini⌠butâŚ
interesting days ahead.
I second it 
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Search is the biggest cash cow for $GOOGL. $GOOGL has many options but the bulk of their value is derived from search. Search is under attack from perplexity, chatGPT, xAIâs especially with deep research. Deep research is able to provide nice research reports, and when you watch CoT, it is mesmerizing. (Separately, we will slowly lose critical thinking is a concern).
Of course $GOOGL valuation reflects some of this. This is slowly going to morph into a battle ground stock. May be it is time to trim.
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Perplexity is launching agentic browser âcometâ. The attack on $GOOGLâs monopoly is being attempted.
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$GOOGLâs search and browser monopoly are at full frontal attack from AI companies. $GOOGL gemini is not having the same mindshare like Perplexity or ChatGPTâs.
This uncertainty is reflected in their valuation now.