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Google will prove it's one of the beneficiaries of the growth in generative AI: Evercore's Mahaney
AlphabetAlphabet(US:GOOGL) CNBC Televisionยท2025-08-20 19:52

Joining us now, Evercore ISI's head of internet research, Mark Mahaney. Mark, you obviously just heard Steve, you know what they rolled out at the made by Google event. Does it change your view on Alphabet at all.>> No, I'm sorry it doesn't. Uh, but there is the the point I think that Steve was making and I think correctly is that the play here really is Gen AI and whether Google is um roadkill or or the whatever the opposite of roadkill is. And I think they're the opposite of roadkill. I I think that's bee ...