For years, Google has been the leader in online searches, with over 90% market share.
But with the rise of AI tools (ChatGPT, Grok and Claude...), its dominant position is being challenged. A recent poll by Joseph Carlson showed that 56.6% of participants believe that "Google Search" is already in the early stages of collapse.
Investor sentiment is also changing.
The big sharks have been selling Google shares for several quarters, despite the fact that Google has good fundamentals - revenue growth, a diversified business and is "cheaper" than the S&P 500.
The market, however, is pricing in the risk that AI search could threaten Google's ad-based revenue model.
But is Google really in danger, or is this just another moment of skepticism?
While AI tools are most effective for deep search and instant answers, Google remains strong in local search, online shopping and integration with services such as Maps and YouTube.
The big question is:
Will AI replace Google Search? Or just create new ways of finding information?
One thing is certain: change is happening.
How $GOOGL (+0,19 %) adapts will determine whether it's just another temporary crisis or the start of a revolution in the way we search online.
