Part 3/10:
The investor echoed these sentiments but pointed out potential weaknesses, particularly regarding user migration towards AI tools for information searches. Although Google search could lose market share, the overall market for information could still grow significantly. Hence, a slight decline in market share might not be disastrous if the overall search landscape expands.
Investment in Google Cloud was deemed a positive, with rapid growth and expanding profit margins. However, the investor cautioned about Google's rising capital expenditures affecting free cash flow per share, an essential metric for long-term viability.