- Entry
- $347.21
- Now
- $344.86 -0.7%
- Target
- —
- Score
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**Investment Question** I have increasingly been considering whether Alphabet represents an attractive long-term short. The basic concern is familiar: ChatGPT and other AI interfaces are becoming substitutes for Google Search. What I find difficult to reconcile is how dramatic that substitution already appears in my own life and social circle versus how little deterioration is visible in Alphabet’s Search results. I think investors may be looking at the wrong unit of measurement. The relevant question may not be how many …
— ORIGINAL POST ·
Alphabet: Is Search Experiencing Adverse Selection in Economic Intent?
· r/ValueInvesting
· Oct 3, 2026