Not every kid born in the last five years will know Google as a verb as we do. They’ll be adults in 15 years, which is a paltry investment timeline for the type of Black Swan event we’re talking about, which AI is.

I don’t disagree with you entirely, but I’d argue the second level apps are harder to chase because they get so specialized.

Death of Google (as everyone knows Google today) is a tricky one. It seems impossible to believe at this exact moment. It can sit next to IBM in the long run, no shame at all, amazing run.