There’s a lot of talk about Muse disrupting Amazon’s ad business by handling the entire buying process without users ever seeing ads.
But what about Google Search?
ChatGPT was initially seen as a major threat to search, yet Google has held up remarkably well. Is this simply round two of the same disruption story, or are AI agents fundamentally more dangerous because they can actually complete the transaction?
Does Google prevail again?
Would it put you off investing in Google right now?