I know this sub has a hardon for Google. I personally don't. This will be an unpopular post.
我知道这个subreddit对Google有痴迷。我个人并不。这篇帖子会不受欢迎。

AI can disrupt an industry quick. NYSE: CHGG is down 99% from its all the high. ChatGPT disrupted it overnight because it can provide better homework help faster, cheaper.
AI可以迅速颠覆一个行业。NYSE: CHGG从其最高点下跌了99%。ChatGPT在一夜之间颠覆了它，因为它能提供更快、更便宜的作业帮助。

Google Search is also seeing this effect. Why search on Google like it's the year 2020 when you can ask your favorite AI chatbot and it will search 20-30 websites for you in a matter of seconds and look for what you need?
Google Search也在经历这种效应。为什么像2020年一样在Google上搜索，当你可以向你最喜欢的AI聊天机器人提问，它在几秒钟内为你搜索20-30个网站并寻找你需要的内容？

AI agents have hit an inflection point in quality, speed for internet search. It's at a point where most people who used to search on Google manually will simply ask their agents because it's simply better, faster, more thorough.
AI代理在网络搜索的质量和速度上已经达到拐点。现在大多数曾经手动在Google上搜索的人会直接向他们的代理提问，因为这更好、更快、更全面。

But wait, can't you just show ads on AI agents or chat bots? Yes, but Google is no longer a monopoly in this. They were before ChatGPT came along. Google's famous search algorithm no longer matters in an AI world.
但等等，不能在AI代理或聊天机器人上展示广告吗？可以，但Google已经不再是垄断者。在ChatGPT出现之前它们是。在AI世界里，Google著名的搜索算法已不再重要。

In this new world, Google is at best, second fiddle. ChatGPT is more popular as a chatbot for consumers. Then there are companies like Meta, Claude, Grok, and a host of Chinese competitors who can also search. The market is no longer just Google.
在这个新世界里，Google最多只是次要角色。ChatGPT作为面向消费者的聊天机器人更受欢迎。然后还有Meta、Claude、Grok以及许多中国竞争对手也能进行搜索。市场不再仅仅是Google。

You might say, but Search revenue is still up year over year. True. But only because Google is increasing prices, using dirty tactics such as no exact match keywords anymore. It's not because people are searching more. There is a possibility that Google Search is similar to CHEGG, where its product just dies in a quick death. Wallstreet is pricing Google like Search is going to start declining and decline fast.
你可能会说，但搜索收入仍然每年增长。确实如此。但这仅仅是因为Google提高了价格，使用诸如不再使用精确匹配关键词等不正当手段。不是因为搜索量增加。Google Search可能像CHEGG一样，其产品会迅速死亡。华尔街正将Google的估值定位为搜索收入即将快速下降。

But wait, Google's revenue source is diversifying, isn't that good. Yes, that's better than having no diversification. But Search is still 50% of their revenue and the majority of their profits. It's not going to be easy to replace.
但等等，Google的收入来源正在多元化，这不是好事吗？是的，这比没有多元化要好。但搜索仍然占他们的收入的50%，并且贡献了大部分利润。它不会容易被替代。