@BrianMRey Even if 80% of 1B users paid $20 a month, thats about $192B a year, huge but still small relative to roughly $1T of annual AI capex, the really big money will come from enterprises and businesses, not regular people paying monthly subscriptions
@YashHustle_22 Not right now. Despite the rise of AI search, Google Search is still holding onto advertiser budgets and high-intent commercial queries remarkably well.