Who is on this subjectordered by the date of their first quote here
2 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 23 Jun 2020 — a date, and nothing else. It is not a claim about who reached a view first.
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Gavin Baker
1
thin
26 Nov 2019 – 26 Nov 2019
-210 d
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Brad Gerstner
9
23 Jun 2020 – 13 Mar 2025
+0 d
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David Friedberg
2
thin
16 May 2025 – 16 May 2025
+1788 d
The chronologysourced and dated, oldest first
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Gavin Baker
Baker argues measurable things like search may be overvalued compared to unmeasurable things like physical slotting fees.
“You could just measure search in a way you can't measure slotting fees. Anything you can measure generally gets, in some ways, may be overvalued in today's Internet world.”
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Brad Gerstner
Gerstner says Facebook became Altimeter's largest position in 2012 and remains so today based on shift from search.
“Facebook became our largest position in 2012 while we managed the position over a period of time, it's still our largest position in the fund today.”
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Brad Gerstner
Gerstner notes Google compounded at similar rates to other platforms despite his early worries about search's future.
“And I was talking of I was worried about the future of search and the future of vertical search starting in 2010, But look at Google's compounded at about the rate the other big platforms have in The US.”
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Brad Gerstner
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?”
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Brad Gerstner
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.”
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Brad Gerstner
Gerstner says there's growing confidence that search dollars will redistribute over 5-7 years, even Google must cannibalize search.
“And make no mistake, Google is well positioned to make its claim for that, but its claim is going to come at the expense of search.”
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Brad Gerstner
Gerstner characterizes Google as a monopoly that has been a tax collector on the Internet for twenty years.
“Google has been a monopoly, a tax collector on everything on the Internet for twenty years.”
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Brad Gerstner
Gerstner states Google processes 10 billion queries daily, more than one per human globally.
“So, you know, a couple queries are more than a query for every human on the planet, and it has the most efficient system in the world for doing that.”
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Brad Gerstner
Gerstner argues users are shifting from Google's ten blue links to ChatGPT, Claude, and Apple Intelligence.
“Because people are going to turn to Apple Intelligence instead of 10 blue links to find answers to the questions they have.”
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Brad Gerstner
Gerstner reports organic search traffic down 20-40% as companies push AI-embedded answers above traditional results.
“They're saying organic search is down 20 to 40%. Why? Because they're putting AI on top of it. They got to push it down the page.”
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David Friedberg
Friedberg states Google's search ad revenue runs at $200 billion annually out of $360 billion total revenue.
“the core search business, which the ad revenue in search is about a $200,000,000,000 run rate out of $360,000,000,000 of your total revenue, most of your profits.”
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David Friedberg
Friedberg states Google's search ad revenue runs at $200B annually out of $360B total revenue.
“the ad revenue in search is about a $200,000,000,000 run rate out of $360,000,000,000 of your total revenue, most of your profits.”
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Where they overlapsame programme, same subject
- Invest Like the Best also carries Brad Gerstner and Gavin Baker on this subject, at different times.