Analyst on Alphabet (GOOG): ‘Death of Search is Not Happening’

Core Viewpoint - Concerns regarding AI-related threats to Alphabet Inc.'s search business are considered overstated, with strong cash flow generation expected to continue [1][2]. Group 1: Company Performance - Alphabet Inc. has shown impressive earnings, with user visits to its search engine increasing fourfold over the past year [1]. - The company is successfully executing its AI potential, leveraging industry-leading models and a full-stack technical infrastructure [4]. Group 2: Competitive Position - Alphabet Inc. maintains a competitive edge as users find it easier to switch to its AI-powered Gemini rather than adopting entirely new search models [2]. - The company is well-positioned to integrate ads into AI search results, ensuring that its core advertising business remains unaffected despite a decline in traditional search [3]. Group 3: Market Sentiment - Analysts believe that the fears surrounding the "death of search" are unfounded, as the company's infrastructure and user engagement remain robust [1][2]. - OpenAI's recent GPT-5 model did not meet market expectations, while Alphabet's Gemini is gaining traction with new features [3].