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<p>It was always clear that there will be impact on $GOOGL search revenue sooner or later, the focus on $GOOG is how they are doing in other businesses and how best they cannibalise itself given the threat.

EPS miss while look bigger relative to Revenue but the fact is Google is reinvesting heavily in it 

The key question is that can they match OpenAI and anthropic in performance and speed</p>

It was always clear that there will be impact on $GOOGL search revenue sooner or later, the focus on $GOOG is how they are doing in other businesses and how best they cannibalise itself given the threat.
EPS miss while look bigger relative to Revenue but the fact is Google is reinvesting heavily in it 
The key question is that can they match OpenAI and anthropic in performance and speed

It was always clear that there will be impact on $GOOGL search revenue sooner or later, the focus on $GOOG is how they are doing in other businesses and how best they cannibalise itself given the threat. EPS miss while look bigger relative to Revenue but the fact is Google is reinvesting heavily in it The key question is that can they match OpenAI and anthropic in performance and speed

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