Jason Helfstein

And then it's like, okay, how they'll like, you'll find video, different things we'll see.

But like, so the question is how successfully can they manage that transition?

So from blue link search to AI mode,

And then and then Gemini will, you know, we'll see like maybe they're going to call it Gemini at some point.

You'll rebrand that and then you'll be like, OK, I could have Gemini's an app on my phone versus Gemini search.

But like you will literally just it'll be instead of saying Google it, you'll Gemini it.

Right.

Like, can they make that transition?

So that's from an ad standpoint that that that that's the key over the next few years.

Oh, I think there's no question they can make it as profitable.

Because they've told you, right?

They've said that users who use AI mode, they put in longer questions, right?

So, like, they can tune your answer better.

And then they ask follow up questions.

So like if you're especially if you think by searching for like a product or a vacation or a service, like ultimately, if they can match you with the best service at the bottom, that click that brings you to service is that much more valuable to the advertiser because you have a higher chance of converting.

And therefore they can charge them more.

And they've already trained advertisers how to think about their business this way.

Right.

Like that's how performance advertising.

So, yeah, I think it's and I mean, they've given you stats.