- Google is the Titanic hours before the collision - The DOJ is probably the least of Google's problems - Google's core business is already at risk - People are increasingly getting answers from AI instead of Google search - Younger generation is using other platforms to search - The quality of search engine results has started to deteriorate - As the internet is filled with content that was created by AI - Google's search traffic may decline over time - This will have a negative impact on parent Alphabet's profits - Google's share of the search advertising market will decline in 2025 - For the US market, it will be below 50% for the first time at the end of 2025 - In particular, users are starting to search for products on Amazon - This gives Amazon billions of dollars from advertisers - TikTok accounts for less than 4% of such advertising for the US - TikTok's global search volume is already 3 billion searches/day - Google is threatened by search engines inside ChatGPT and Perplexity