FAANG Strategy
Google Search AI Overviews: The Tradeoff
The Google AI Overviews monetization tradeoff in numbers: 58% fewer publisher clicks against 19% Search growth in Q1 2026. Who actually pays.
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FAANG Strategy
Google's AI Strategy Is a Distribution War
Google's AI strategy isn't a better model, it's distribution: Search, Chrome, Android, Cloud. Read the playbook through Alphabet's filings and capex.