---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000301656.md"
description: "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"
datetime: "2025-10-29T22:21:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000301656.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000301656.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000301656.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# On the call, $Alphabet - C(GOOG.US) management sai…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**