I'm out. I'm very suspicious. On the one hand, they are really about to be disrupted, on the other hand, the bets are very interesting for the first time. YouTube, Waymo, Deepminds (Alphafold, biopharma and co). I am very undecided whether they are winners or losers. They are losing the search market, for example, at an incredible rate. The money remains with them but pure search is collapsing abnormally. Perplexity, chat got and co are gaining massive market shares
