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They Said AI Would Kill Google. They Were Wrong.

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Created November 6, 2025

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https://www.revid.ai/view/they-said-ai-would-kill-google-they-were-wrong-zX8VhD1jprPA6UrQBJm0

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Video Transcript

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0:45

What's been the major threat that we've been hearing about Google over the last few years?

0:50

It's been all about the threat of AI and AI eroding Google Search's moat. The argument was

0:55

that Google was a dying business. And for reference, I want to show you, we can see right

0:59

here, in early February of this year, Google was trading at over $200 per

1:04

share. We saw the stock sell off all the way down to around $145 per share,

1:10

and sentiment was at an all-time low during this time. I saw all type of financial media

1:15

outlets claiming that Google was a dying business. And it was about that time,

1:19

you can see seven months ago, that I stated Google looked like the best opportunity

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