⁠The All-In Podcast
David Friedberg: Google's search paradigm is ending, so when does it change the default to AI?

On E227, the besties discussed if and when Google should change its default search to AI in the wake of Apple's declining search queries.

@friedberg's take:

"Everyone knows that the 'search, click, repeat' paradigm is over."

"And there's a new model in what I would zoom out a little bit and say is kind of the difference in human computer interaction for knowledge, information, and services."

"It may not be that I type something into a search box."

"It may be that I'm having a chat."

"That chat may happen in a chat window."

"It may happen via voice using some advanced voice tools."

"It may happen on a screen."

"It may happen in an ear pod."

"We don't yet know where the consumer is going go with this, but there's a lot of paradigm shifts underway."

"The transition for Google doesn't need to happen overnight to a chat interface that looks like ChatGPT."

"It's a question of, at what point do you change the default on Google?"
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⁠Wall St Engine
US TREASURY SECRETARY BESSENT:

WE HAVE MADE SUBSTANTIAL PROGRESS IN TRADE TALKS WITH CHINA; COMPLETE BRIEFING COMING TOMORROW MORNING
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⁠Wall St Engine
USTR GREER ON US-CHINA TALKS:

THIS WAS A VERY CONSTRUCTIVE 2 DAYS; DIFFERENCES NOT AS GREAT AS PREVIOUSLY THOUGHT
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⁠Investing visuals
$AMZN: what compounding looks like. https://t.co/yhbgUEl5vC
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If you’ve been enjoying my free posts here on X, you’ll definitely want to check out my free weekly newsletter that I send every Sunday Morning.

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⁠Wall St Engine
In just 2 days of talks, the U.S. & China have made what Bessent called “substantial progress.” Consequently, the White House has released a PR saying a deal has been reached, & they’ll share more details on Monday.

Polymarket odds of a trade deal before July now stand at 88% https://t.co/Zpqw8mg0jH
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U.S. President Trump: My next TRUTH will be one of the most important and impactful I have ever issued. 👀 https://t.co/G6sK48SBfR
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⁠Wall St Engine
China’s 🇨🇳 Vice Premier He Lifeng says the U.S. 🇺🇸 and China have had “constructive” trade talks, made “substantive progress,” and reached “important consensus.” Both sides will issue a joint statement on May 12 and will establish a formal consultation mechanism going forward.
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⁠Wall St Engine
What's your prediction for the S&P 500 tomorrow (Monday)?
- UP < 2%
- UP > 2%+
- DOWN > 2%+
- DOWN < 2%
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⁠Wall St Engine
Here’s an early look at U.S. index futures as markets wait for more details on the U.S.-China deal, along with a likely "Earth-shattering" announcement from Trump—probably via Truth Social post. https://t.co/CtnQU1FP9v
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⁠Wall St Engine
Lilly’s $LLY Zepbound outperformed $NVOs's Wegovy in the full SURMOUNT-5 trial, delivering 47% greater weight loss (20.2% vs 13.7%) and sharper waist reduction. https://t.co/1nvDJ2axbu
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