They Said AI Would Kill Google. They Were Wrong.
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What's been the major threat that we've been hearing about Google over the last few years?
It's been all about the threat of AI and AI eroding Google Search's moat. The argument was
that Google was a dying business. And for reference, I want to show you, we can see right
here, in early February of this year, Google was trading at over $200 per
share. We saw the stock sell off all the way down to around $145 per share,
and sentiment was at an all-time low during this time. I saw all type of financial media
outlets claiming that Google was a dying business. And it was about that time,
you can see seven months ago, that I stated Google looked like the best opportunity
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