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▶ 0:00 · $GOOGL · Srinivas: chat doesn't capture discovery intent, which is why Google still charges Booking.com $16B

now playing · $GOOGL

$GOOGL···bullish· mediumaravind srinivas

Srinivas: chat doesn't capture discovery intent, which is why Google still charges Booking.com $16B

For subjective, vibes-based decisions (hotels, flights) users want to explore options, not get answers, and the chat interface doesn't monetize that intent. That shields Google's…

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▶ 0:00 · $GOOGL · Srinivas: chat doesn't capture discovery intent, which is why Google still charges Booking.com $16B

now playing · $GOOGL

$GOOGL···bullish· mediumaravind srinivas

Srinivas: chat doesn't capture discovery intent, which is why Google still charges Booking.com $16B

For subjective, vibes-based decisions (hotels, flights) users want to explore options, not get answers, and the chat interface doesn't monetize that intent. That shields Google's…