search: everyone on the record — The Minutes https://minutesof.com/on/search/ Everyone on the record about search: 12 verbatim quotes from 3 people, November 2019 to May 2025, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:33:14 +0000 David Friedberg: Friedberg states Google's search ad revenue runs at $200B annually out of $360B total revenue https://minutesof.com/q/fd4fb06b-75b7-4bc1-aa2a-d27a6542f8fd/ https://minutesof.com/q/fd4fb06b-75b7-4bc1-aa2a-d27a6542f8fd/ “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.” — David Friedberg, All-In Podcast Fri, 16 May 2025 05:57:14 +0000 search David Friedberg: Friedberg states Google's search ad revenue runs at $200 billion annually out of $360 billion https://minutesof.com/q/747fb093-bb85-4790-90ac-9ac07d98ca82/ https://minutesof.com/q/747fb093-bb85-4790-90ac-9ac07d98ca82/ “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.” — David Friedberg, All-In Podcast Fri, 16 May 2025 05:57:14 +0000 search Brad Gerstner: Gerstner reports organic search traffic down 20-40% as companies push AI-embedded answers above https://minutesof.com/q/6ed4d5f1-0a53-494c-ad8b-9ea2367106c4/ https://minutesof.com/q/6ed4d5f1-0a53-494c-ad8b-9ea2367106c4/ “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.” — Brad Gerstner, Upfront Ventures Thu, 13 Mar 2025 21:33:08 +0000 search Brad Gerstner: Gerstner argues users are shifting from Google's ten blue links to ChatGPT, Claude, and Apple I https://minutesof.com/q/65850684-3493-44a7-9305-0fc448d2107c/ https://minutesof.com/q/65850684-3493-44a7-9305-0fc448d2107c/ “Because people are going to turn to Apple Intelligence instead of 10 blue links to find answers to the questions they have.” — Brad Gerstner, CNBC Television Tue, 11 Jun 2024 17:21:48 +0000 search Brad Gerstner: Gerstner states Google processes 10 billion queries daily, more than one per human globally. https://minutesof.com/q/8e7be5a2-17b0-49d8-9a24-56fc5639b0d4/ https://minutesof.com/q/8e7be5a2-17b0-49d8-9a24-56fc5639b0d4/ “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.” — Brad Gerstner, BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 search Brad Gerstner: Gerstner characterizes Google as a monopoly that has been a tax collector on the Internet for t https://minutesof.com/q/505cb21a-c8cc-4c3b-83ac-856051db4d08/ https://minutesof.com/q/505cb21a-c8cc-4c3b-83ac-856051db4d08/ “Google has been a monopoly, a tax collector on everything on the Internet for twenty years.” — Brad Gerstner, CNBC Television Thu, 28 Sep 2023 22:00:34 +0000 search Brad Gerstner: Gerstner says there's growing confidence that search dollars will redistribute over 5-7 years, https://minutesof.com/q/aeb92c7b-6dd5-40ed-86cb-d645bccc00c9/ https://minutesof.com/q/aeb92c7b-6dd5-40ed-86cb-d645bccc00c9/ “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.” — Brad Gerstner, All-In Podcast Fri, 16 Jun 2023 20:55:00 +0000 search Brad Gerstner: Gerstner warns that companies relying on Google's search ecosystem face potential value destruc https://minutesof.com/q/99838664-de3a-4207-b41f-889e206a90a6/ https://minutesof.com/q/99838664-de3a-4207-b41f-889e206a90a6/ “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.” — Brad Gerstner, CNBC Television Tue, 06 Jun 2023 20:04:18 +0000 search Brad Gerstner: Gerstner predicts the shift from searching web pages to conversational chat agents that directl https://minutesof.com/q/c8fd40dd-3cc3-4b29-beb8-23067b159376/ https://minutesof.com/q/c8fd40dd-3cc3-4b29-beb8-23067b159376/ “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?” — Brad Gerstner, CNBC Television Tue, 06 Jun 2023 20:04:18 +0000 search Brad Gerstner: Gerstner notes Google compounded at similar rates to other platforms despite his early worries https://minutesof.com/q/2d758c7e-a625-4da6-bf6e-ccdd27c708d4/ https://minutesof.com/q/2d758c7e-a625-4da6-bf6e-ccdd27c708d4/ “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.” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 search Brad Gerstner: Gerstner says Facebook became Altimeter's largest position in 2012 and remains so today based o https://minutesof.com/q/5ab90638-7961-4960-807d-e6adb856e50c/ https://minutesof.com/q/5ab90638-7961-4960-807d-e6adb856e50c/ “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.” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 search Gavin Baker: Baker argues measurable things like search may be overvalued compared to unmeasurable things like https://minutesof.com/q/52bd55ad-4b86-41b8-8e39-7317f6fb664e/ https://minutesof.com/q/52bd55ad-4b86-41b8-8e39-7317f6fb664e/ “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.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 search