Like many wonderful 7, alphabet (NASDAQ: Googu) has been a weak arrow’s performance over the past few months. The trench that was working on the Internet in search of the Internet has a serious threat from multiple angles. So, is this just a middle -aged crisis or something more problematic?

Strong growth

In the Q1 results, which were published at the end of April, the company continued to see a strong growth momentum. Quarter revenues amounted to 90 billion dollars, and 12 % higher than last year. More than 50 % of the total revenue, Google Search increased by 10 %. Google subscriptions, platforms and YouTube ads have also seen strong growth momentum.

Work continues to invest extensively in artificial intelligence. It was recently launched GIMINI 2.5, although it is still in the preview mode and does not offer a paid layer with full arrival so far.

The new artificial intelligence model is not aimed at the normal consumer. This may explain why the pricing model is different. He claims that the model is able to “” “”Large data collections analysis, codebases, and documents using a long context“But like many of its peers, it was somewhat mysterious on the details, unlike saying that he had the user’s notes.

middle age crisis

Google, like all wonderful 7 wonderful arrows, trying to the possibility of the development of obstetric artificial intelligence and whether this represents a long -term threat to their business models. With 90 % of all online searches through Chrome, Google looks particularly vulnerable to me.

A month ago, the investors were completely ethnic yet apple The CEO of the court case was revealed that the Google-Search traffic on its devices using Safari fell for the first time ever.

The speed of adopting artificial intelligence between the general consumer is completely surprised. The acceleration key in this direction was summaries created from artificial intelligence at the top of the search results.

Google and Microsoft You may be at the forefront of this new feature, but this technology has the ability to meet current revenue flows.

Search for zero

Improving the search engine (SEO) is the basis of the Internet. The entire marketing industry relies on accurate control algorithms to ensure the company attracts traffic to its web pages. The rise of the so -called “zero -click” results has been appointed to raise this main principle.

In a recent survey conducted by the BAIN Consulting Company, I found that about 80 % of consumers now depend on the results of the zero click at at least 40 % of their searches. They have estimated that this new phenomenon has reduced the organic Internet traffic by 15 % to 25 %.

Perplexity AI and Chatgpt continue to attract consumers. According to the Bain research, approximately 40 % use to 70 % of LLM users to conduct research and summarize information, find the latest news and weather, and request shopping recommendations.

Through the marketing industry, engine improvement or new term geo has become. This is an appreciation of the increasing role of robots on the Internet to train LLMS.

The clicks marketing revenues are the lifeblood of the Google Business Model. Since she is trying to find a way to integrate revenues and develop revenue from her artificial intelligence offers, capital expenses will continue to grow. With a lot of uncertainty in the future, I will continue to observe from the side lines, but I do not rule out an investment in the future.