Michael Walrath

speaker
398 appearances 5 recordings 1 series first heard May 2025 last heard May 2025

Michael Walrath’s voice in public audio — every appearance, attributed to the second.

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Okay.
This is this is easy.
Um you're already optimizing for Google's AI search environment.
Right.
That that AI the AI overviews are until there's more information that says that they're not using their local search index to ground their answers on on AI overviews, then you know, you're you're in a lot of ways you're already doing that and we know how to do that today.
The rules may change, but you know, what's you the the benefit of the
other is that not only are you impacting those experiences directly, but you're also impacting the aggregate you know, the the the indexes of the established players by doing that.
No, I think that I mean, look, I think there's a lot of things going on.
I think that market share picture may may be, you know, federally imposed in some level, right?
Like we don't know what's going on with Chrome and we don't know what, you know, sort of what like legally could impact that.
And I think there's a lot of players who, you know, are clearly are interested in in understanding what the opportunities are there.
Um, but more more importantly, I just think, you know, consumers are promiscuous when it comes to you
know, kind of new experiences and especially, you know, you know, the the sort of let's just let's say the the younger set of of consumers, which is decades worth of of market share.
And so when you when you combine all that with the fact that they have this like really challenging kind of you know decision to make around magic experience versus monetized experience.
I just see no scenario where this just reverts back to Google owns 92% of every
everything and consumers aren't going anywhere else.
And so, you know, what I'm telling every customer of ours is like you you shouldn't be questioning whether or not this is going to happen.
W we can argue about whether this means, you know, Google's not going to be a player.
I think that's a ridiculous point of view.
Um, but they're not going to be a ninety-two percent player here.
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