AI x Commerce | Andreessen Horowitz
💸 May 2025, Eddy Cue, Apple's SVP, testified that Safari's search volume dropped for the first time in over two decades, causing Alphabet's stock to plummet nearly 8% and lose over $150 billion in market cap. Despite concerns about AI platforms like ChatGPT, Google's revenue, driven by commerce searches, continues to grow. AI is impacting low-value searches first, with more profound effects anticipated in commerce, especially "best X for Y" queries. Amazon and Shopify could also be disrupted by AI's rise.
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