Can Google Reinvent Search Faster Than AI Competitors Bury It?

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For two decades, Google Search has been a near-perfect business model, a "golden goose" that built a multi-trillion-dollar empire on a single, critical action: the user's click. But the rise of generative AI has created a major threat.

To defend itself against "answer engines" like ChatGPT and Perplexity, Google has been forced to deploy its own AI Overviews—a technology that is fundamentally engineered to eliminate the click. This is the "Cannibal's Dilemma": Google must attack its own most profitable business to survive the AI era.

Timestamps:
0:00 - The Trillion-Dollar Engine Under Threat
1:08 - Chapter 1: The Golden Goose & The Click Economy
5:05 - Chapter 2: The Click Economy
7:17 - Chapter 3: The AI Wrecking Ball
11:54 - Chapter 4: The Monetization Paradox
14:45 - Chapter 5: The Search for a New Model
17:15 - Chapter 6: The Costs of AI Search
21:40 - Conclusion: Google's Trade-Offs

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