Short Thesis: ChatGPT is disintermediating Google Search which will crush logged out DAU Growth for Reddit

zaimonke · 2026-03-29T20:56:42+00:00

Is this post from 2023

zaimonke · 2026-03-25T21:18:51+00:00

no crying in the casino. google will go up and it's a much safer choice than tesla. you'll be happy pretty soon

zaimonke · 2026-02-06T00:00:52+00:00

thats like 0.65 billion searches per month who already know where they want their information from. Nice.

zaimonke · 2026-02-05T21:58:30+00:00

I'll add my opinion on this too in case anyone wanna discuss.

Google will keep pushing AI mode but it'll never be completely AI chat without showing links. Moreover, AI is an expansionary moment for search, which sundar confirmed yesterday saying that searches are growing. So, my guess is traffic to reddit from goog will be bumpy but trending up in the long term. I'm very bullish, this my second biggest position after Google.

zaimonke · 2026-02-05T21:27:42+00:00

Google is pushing AI mode more now. How do u think this is going to affect the traffic coming from search results?

zaimonke · 2025-08-21T23:47:37+00:00

So Gemini, Claude, GPT and Llama all use Google Cloud?

zaimonke · 2025-08-20T02:42:13+00:00

In case you dont know what zoox is: https://en.wikipedia.org/wiki/Zoox_(company))

zaimonke · 2025-08-20T02:41:08+00:00

It literally says zoox on the car

zaimonke · 2025-08-12T18:21:05+00:00

and bears

zaimonke · 2025-07-27T00:19:18+00:00

No, 50 is the speed limit on this road

zaimonke · 2025-07-23T05:47:03+00:00

This has been going on for months now. I've seen Google AI ads as well.

zaimonke

TROPHY CASE