Gerstner predicts the shift from searching web pages to conversational chat agents that directly answer questions.
“The world is headed in a place where we're just gonna chat our questions. We're gonna say, how do you make a French omelet?”
Gerstner warns that companies relying on Google's search ecosystem face potential value destruction from AI disruption.
“You're not gonna have to search through 10 blue links. And so, yes, a lot of the companies that were beneficiaries of the Google ecosystem are now suspect.”