GOOGL will be a major loser due to AI commoditization as traditional search capabilities are vastly inferior to AI.

People are thinking in terms of Oh, wow, we're going to get another Google, or another Apple, whatever. there is zero chance it's going to be as dominant, you know, as Google is in search, for example.

Even Google, now, I would argue search is in trouble basically because I think the Google search is Google search is not the best search, but, you know what? Even the best search compared with AI is like, you know, it's got 10% of the capability.

I I would say Google is going to be, in the end, you know, going to be a big loser by the commoditization of AI.

Once YOU TAKE OUT THE the the, you know, the investment income from the revaluation of holdings of Anthropic by Amazon and Google, already earnings basic growth goes down by 30%.