The sharp drop is the latest sign of anxiety creeping through Wall Street over how long it will take AI companies to see returns on massive investments.
They revealed that they make less money on the AI Overview than traditional ads. Also they, supposedly, have no strategy to monetize AI use from their customers.
Okay, unlike most drummed up bullshit articles that make big noise over minor fluctuations, this ain’t nothing.
Anyone know what happened?
A 12% fluctuation is considered a pretty big deal for a company of this size. Usually the large companies are considered way more stable.
If it were a medium sized company no one would talk about this fluctuation outside of investing circles
They revealed that they make less money on the AI Overview than traditional ads. Also they, supposedly, have no strategy to monetize AI use from their customers.