Perplexity AI has hit $500 million in annual recurring revenue, but the queries it dominates are ones Google was never effectively monetizing in the first place. The real existential threat to Google's search ad business may actually be Google's own AI features cannibalizing its click-through revenue. After listening, you'll be able to cut through the disruption narrative and understand the unit economics, competitive moats, and acquisition scenarios that will actually determine who wins AI-native search.

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LINKS & RESOURCES

▶ Amazon — AI & Finance Books: https://www.amazon.com/s?k=ai+finance+investing&tag=plaintext05-20

Books on AI, investing, and the future of money

▶ Amazon — Best Budget Microphones: https://www.amazon.com/s?k=budget+podcast+microphone&tag=plaintext05-20

Gear to level up your audio setup

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This episode was produced using AI-generated voices and scripting.