Hard, hard disagree. LLMs will reduce the blogspam driving a lot of ads. Competitors will enable bypassing Google entirely. LLM is more expensive than tradition

Hard, hard disagree. LLMs will reduce the blogspam driving a lot of ads. Competitors will enable bypassing Google entirely. LLM is more expensive than traditional search. I find it likely it won’t fuel additional ad spending but merely be required to keep the spending they have and defend their moat.