WHAT: New Street Research’s US Internet analyst, Dan Salmon, will host an expert call with Seth Micarelli, who is the former Director of AI + Search Strategy and Growth at Google, and also led teams at Amazon and Microsoft.
WHY: The call will be a great opportunity to address some of the top investor questions of late, including:
What are some of the key features driving the growth of gen AI-native chatbots/assistants like ChatGPT?
How is generative AI changing Google's approach to search, including the expanding availability of AI Overviews and AI Mode?
How will the expansion of AI Overviews and AI Mode impact search ad monetization? What type of design features might Google consider if antitrust proceedings restrict default-style distribution and instead require more consumer choice?
What is the future of Agentic AI tools and products like AMZN's Alexa+?