Gene Munster
2025.10.29 22:21

On the call, $Alphabet - C(GOOG.US) management said AI Mode has 75M users in the U.S. They’re testing ads, but it’s too early to share details about those tests.

My take: It’s only a matter of time before AI Mode ads are fully turned on. When they are, it will likely be a net positive for revenue growth even though some users may feel the ads clash with the spirit of generative AI providing a “real” answer.

Source: Gene Munster

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