AI search may be worse, but it also makes less money https://pivot-to-ai.com/2026/10/29/ai-overview-damages-google-ad-revenue-stock-crashes-12/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: 2026 Q3 Earnings Call https://abc.xyz/investor/events/event-details/2026/2026-Q3-Earnings-Call-2026-Ujou16CTw9/default.aspx Alphabet Announces Third Quarter 2026 Results (PDF) https://s206.q4cdn.com/479360582/files/doc_financials/2026/q3/2026q3-alphabet-earnings-release.pdf Google upsizes historic equity raising to $85bn to back AI spending spree https://www.ft.com/content/85299cdd-d9b3-4b40-8d10-73fc9ddb4573 Extras: October supporter read (Patreon) https://www.patreon.com/davidgerard/posts/october-read-get-173439617 Previously on Pivot to AI: Google is replacing search results with only the AI https://pivot-to-ai.com/2026/05/20/google-is-replacing-search-results-with-only-the-ai/ video: https://www.youtube.com/watch?v=Aji8lhaV3XM&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA Rss Apple Podcaster →
