GOOGL将因AI商品化而成为主要输家，因为传统搜索能力远逊于AI。
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人们都在想，哇，我们要迎来下一个谷歌或苹果之类的公司了。它绝无可能像谷歌在搜索领域那样占据主导地位。即便是现在的谷歌，我也认为其搜索业务基本陷入了困境，因为我觉得谷歌搜索并非最佳搜索。
但你知道吗？即使是最好的搜索引擎，与AI相比也仅有10%的能力。我会说，最终谷歌将成为AI商品化的大输家。
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.
一旦剔除亚马逊和谷歌因Anthropic持股重估带来的投资收益，基础盈利增速就已经下降了30%。
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%.
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