AI: Concerns over AI driven shifts to long comfortable internet. AI-RTZ #1098
My post #1096 ‘Why Google is still in Consumer AI pole position’ a couple of days ago, resulted in some questions. Especially on its impact on the internet as we know it. Particularly the impact of this AI Tech Wave on millions of internet businesses that rely on search engine optimized (SEO) internet.
It impacts gobs of traffic to these businesses, and raises questions on billions of dollars for both the businesses and Google itself.
It’s a set of question I’ve discussed arount the ‘broken internet’ and a ‘breaking internet ‘ in recent months. Now with Google Search box being changed meaningfully with Gemini AI for the first time in quarter of a century, the questions are rising again.
Axios frames it as “The end of the internet’s golden age”:
“Google’s overhaul of the search bar this week washes away one of the last vestiges of the internet’s halcyon era — when search tools felt empowering, social media and swiping were novel, and popular disillusionment had yet to set in.”
“Why it matters: The AI era and the TikTok-ification of social media have produced a digital world that’s responsive to the market demands of today and unrecognizable from a decade ago.”
Change makes everyone uneasy, and these AI changes are the biggest for all stakeholders in decades.
“In heralding the “biggest upgrade to our Search box in over 25 years,” Google acknowledged that search was a model of the past and that its core product had to be more aligned with the AI age.”
“The blue links that colored the Google user experience for decades have been demoted to a secondary offering as zero-click answers get top billing.”
“Publishers, SEO firms, affiliate marketers and review sites built around Google traffic are now fighting for visibility in a search experience that delivers fewer clicks.”
Above is the crux of the issue of course. Unsettling for all in the utmost.
Resulting in all manner of distrust of the motives of big companies. As the incentives change rapidly around everyone.
“The big picture: Americans’ trust in Big Tech has plunged over the last 15 years, forcing drastic shifts from the status quo alongside technological advancements.”
“The share of Americans with a “great deal” or “quite a lot” of confidence in big tech companies was only 24% in 2025, down from 32% in 2020, according to Gallup polling.”
“Between 2015 and 2019, the percent of Americans who said tech companies have a positive effect on the country plunged from 71% to 50%, according to Pew polling.”
“Go back even further and tech companies topped a 2010 Pew poll of the most favorable institutions, on par with small business.”
“Platforms have sought changes in response to the dissatisfaction and fatigue.”
The AI changes of course follow fast on the changes wrought by algorithmic ‘for you pages’ driving never ending feed scrolls with automagically presumed understanding of user interests, rather than user relationships with friends and family.
“The popularity of YouTube and TikTok have pushed other platforms like Facebook, Instagram and X to serve content based on what it thinks users want rather than which accounts they’ve proactively followed.”
“Even dating apps are wearing thin, particularly for Gen Z. Bumble CEO Whitney Wolfe Herd told “The Axios Show” that the company is planning to remove the ‘swipe’ as part of an overhaul of the app.”
“The intrigue: The companies that built the early internet are the ones speeding to disrupt it in order to avoid being the disruptees of the AI age.”
The two biggest companies point the finger at are of course Google and Meta. They should also be doing the same with Amazon in my view, as shopping experience have changed dramatically there in favor of advertiser driven product listings. And AI will change that too pretty aggressively going forward.
“Google and Meta are infusing AI into existing products and upending the user experience for products generating hundreds of billions of dollars before establishing what the next business model looks like.”
“The bottom line: Polling suggests Americans remain skeptical of Big Tech even as companies push aggressively into AI products.”
No answers yet for any of this of course. But keeping these big questions in mind is useful as all things AI accelerate this AI Tech Wave.
Have a great Memorial Day weekend everyone Stay tuned.
(NOTE: The discussions here are for information purposes only, and not meant as investment advice at any time. Thanks for joining us here)
