Emily Dawson
by EMILY DAWSON

Conversational AI Threatens Search

29/09/2025 18 0
GOOGL
FACT: Alphabet’s Strong Q3 2023 Performance

The “Google is dead” narrative gains ground with conversational AI disruptors like ChatGPT, which threaten to erode search’s 90% market share. Engagement metrics show a 5% decline in search time spent, and with Alphabet’s P/S ratio at 6x, above historical averages, the stock appears overvalued relative to risks, particularly if AI investments ($20 billion annually) fail to deliver immediate returns.​

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