AI, if nothing else, is already completely up-ending the Search industry. You probably already find yourself going to ChatGPT for lots of things you would have

AI, if nothing else, is already completely up-ending the Search industry. You probably already find yourself going to ChatGPT for lots of things you would have previously gone to Google for. That's not going to stop. And the ads marketplaces are coming. We're also finding incredibly valuable use for it in processing unstructured documents into structured data. Even if it only gets it 80-90% there, it's so much faster for a human to check the work and complete the process than it is for them to open a blank spreadsheet and start copy/pasting things over. There's obviously loads of hype around AI, and loads of skepticism. In that way this is similar to 2001. And the bubble will likely pop at some point, but the long tail value of the technology is very, very real. Just like the internet in 2001.